Seeking Alpha

Andrew Nava's  Instablog

Andrew Nava
Send Message
Andrew Nava LLC is a healthcare focused consulting and investment firm. Prior to launching Andrew Nava LLC, I was a venture analyst, buy-side analyst, and most recently, the Director of Research at Actin Biomed, a New York-based healthcare investment firm where I was responsible for the medical,... More
My company:
Andrew Nava, LLC
  • Biotech Milestones and Database Updates for July 12, 2010
    Below is a sample morning note to clients, which includes new catalysts/milestones added to our database, as well as companies and products that have new data.

    Dear Sample Client,

    Here are the latest updates at AndrewNava.com...

    NEW MILESTONES

    FCSC: On track to submit data from Azficel-T histology study to FDA in 4Q10 (not disclosed whether data will be made publicly available).

    NEOP: Lymphoseek NDA filing expected late summer 2010, data expected 1Q11
    from NEO3-09 study.

    PSDV: Submitted Iluvien MAA July 8th, expected acceptance August 2010.

    DATABASE UPDATES

    Angiomax, INFI, RMTI, OPTR, DDSS


    RESEARCH IDEAS- BPAX, AVII, CORT, EXAS, ALXA (ask about our rates)

    Andrew Nava LLC provides equity research services for both institutional and retail healthcare investors. We focus on fundamental research of small- to mid-cap healthcare companies with the potential for significant market cap appreciation in the next 6-12 months. Our investment theses are based on event-driven catalysts and value-driven growth.

    Our research is powered by our database. Information is derived exclusively from public sources and is useful for tracking clinical trial data and upcoming company milestones. As of June 2010, the database covers over 290 publicly-traded biotechnology and pharmaceutical companies, more than 1000 profiles of approved and development-stage drugs, devices and diagnostics, and 17 different catalyst types.

    For more information, please visit andrewnava.com


    Disclosure: No positions
    Tags: PSDV, INFI, RMTI, OPTR, ENDP
    Jul 12 9:48 AM | Link | Comment!
  • Biotech Milestones and Database Updates for July 6, 2010
    Below is a sample morning note to clients, which includes new catalysts/milestones added to our database, as well as companies and products that have new data.

    Dear Sample Client,

    NEW MILESTONES

    ENDP: Submitted Complete Response to Fortesta 2009 CRL on July 1, 2010 (Class 2 Resubmission), expected FDA approval January 1, 2011; response contained re-analysis of the primary variable (testosterone levels) in the original pivotal study and plans for a post-approval "hand-wash" study.

    SUPG: Eisai plans to submit Dacogen sNDA for elderly AML by March 31, 2011 (based on secondary endpoints, did not meet primary endpoint)

    DATABASE UPDATES

    UTHR, MIPI, IPCI, DRRX, Picoplatin, MGCD265, mocetinostat, Azixa, MPC-3100


    RESEARCH - BPAX, AVII, CORT, EXAS (ask about our rates)

    Andrew Nava LLC provides equity research services for both institutional and retail healthcare investors. We focus on fundamental research of small- to mid-cap healthcare companies with the potential for significant market cap appreciation in the next 6-12 months. Our investment theses are based on event-driven catalysts and value-driven growth.

    Institutional services include contract analyst work, generation of trading and investing ideas, and reports on companies within our coverage universe. Our extensive relationships with company management, analysts, KOLs and industry professionals provide the insight which drives our research. With the exception of institutional consulting and contract work, retail clients have access to the same information that our institutional clients do.

    Our research is powered by our database. Information is derived exclusively from public sources and is useful for tracking clinical trial data and upcoming company milestones. As of June 2010, the database covers over 290 publicly-traded biotechnology and pharmaceutical companies, more than 1000 profiles of approved and development-stage drugs, devices and diagnostics, and 17 different catalyst types.

    For more information, please visit andrewnava.com


    Disclosure: No positions
    Tags: ASTX, ENDP, UTHR, MIPI, IPCI, DRRX, MYRX
    Jul 06 11:25 AM | Link | Comment!
  • AVI BioPharma - An Active Second Half
    AVI BioPharma (AVII) has several pending catalysts in 2H10, most of which could have a significant positive impact on the company's share price.  What can we expect from AVII?
    • AVI-4658 Data: Investors are awaiting key clinical data from the company's UK trial in Duchenne's muscular dystrophy.  Biopsy data released June 2nd on three patients, one each in the 2.0, 10 and 20 mg/kg cohorts, showed a 21%, 15%, and 55% increase in new dystrophin-positive muscle fibers, respectively.  The next catalyst is expected sometime in 3Q10.
    • AVI-4658 IND: Investors are also awaiting a potential clinical hold lift of the company's US IND.  Based on a 30-day FDA response time, the lift could come at anytime.
    • Biodefense award: AVII has submitted two Requests for Proposal (NYSE:RFP) for the DOD’s Ebola (AVI-6002) and Marburg (AVI-6003) development programs.  A decision could come as early as 2H10.
    To learn more about our research, or to become a client and receive our full report on AVII, please visit andrewnava.com.

    Andrew Nava LLC provides institutional and retail healthcare investors with buy-side equity research tools that focus on value-driven investing, profitable trading ideas and clinical, commercial, and regulatory catalysts. Our research is supported by our database of clinical trial data and upcoming company milestones, and by consulting with KOL's, industry professionals, analysts, and company management.


    Disclosure: No positions
    Tags: SRPT
    Jul 01 6:10 PM | Link | Comment!
Full index of posts »
Latest Followers

Latest Comments


Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.