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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
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Andrew Nava, LLC
  • Biotech Ideas for 3Q10 - AVII, BPAX, EXAS
    Andrew Nava LLC is a unique investment research firm in that it serves both retail and institutional biotech investors.  Institutional investors retain us because we're flexible, evaluate companies with significant potential in the short-term, and our notes are brief, fact-based, and to-the-point (perfect for busy investors and traders).  Retail investors like us because we have a solid reputation: we don't pump stocks or even issue buy/sell recommendations, rather we provide honest insight based off the discussions we have with management and KOLs.  Much of the time, this information is enough to assist with your investment decisions.

    Our investment ideas are self-generated, but we occasionally receive requests from hedge funds and traders to research a company or upcoming event.  The information we obtain is typically restricted to clinical trial and regulatory analysis, as well as getting more clarity on a company's upcoming milestones and financial health.

    We also provide some technical analysis and offer a snapshot of a company's past stock behavior, expected future direction, and occasionally, option trading ideas.

    At my past fund, I evaluated almost every small to mid cap company out there and met with scores of CEOs, CFO's, CSO's, etc on a continuous basis.  I've nurtured these relationships and now use them to provide insight for retail and institutional clients.  I also use my connections with industry and medical colleagues to gain further understanding into the products and clinical trials my firm is researching.  This sort of supplemental information is rare among research for the retail community and it offers a perspective that is usually offered only to institutional investors.

    Some of the work we've done in June has been on three small cap companies with several 2H10 pending milestones: AVII, BPAX, and EXAS.  We're doing further work on about 5-6 companies.  Our model is not necessarily to "cover" any one company, but to find great investments for our clients that have the potential for significant market cap appreciation in the next six months.

    Our rates are affordable and are the same for both retail and institutions.  There is a premium if you request for us to initiate contact with a company or provide research services in some capacity.  Otherwise, our firm generates the ideas.

    For more information, please visit andrewnava.com

    Disclosure: No positions
    Tags: SRPT, ANIP, EXAS
    Jun 29 7:49 PM | Link | Comment!
  • New Biotech Milestones and Database Updates for June 29, 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

    BMTI: Augment Bone Graft PMA accepted w/ further FDA input in 3Q10 and expected orthopedic AdComm in 4Q10
    PTN: Data expected 3Q10 for bremelanotide subcutaneously in men with erectile dysfunction
    RPTP: Pivotal data expected 1Q11 from DR Cysteamine cystinosis trial

    DATABASE UPDATES

    PTN, NKTR-102, PTIE (Remoxy royalties), RNN, AVII, AVI-4658, PRAN, EPCT, IMGN, CRME (vernakalant), DEPO, Glumetza, Radiprodil

    RESEARCH - BPAX, AVII (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: BMTI, RPTP, PTN, SRPT, ANIP
    Jun 29 8:15 AM | Link | Comment!
  • OrbiMed Declares 0% Holdings in CRIS
    OrbiMed Advisors just filed a Form SC 13G/A declaring 0% holdings in Curis (NASDAQ:CRIS).  OrbiMed was one of CRIS' largest institutional shareholders, owning about 3,736,084 shares (about 4.94% of outstanding shares) as of May 17, 2010.

    Last week CRIS and partner Genentech/Roche reported disappointing data from its GDC-0449 trial in combination with Avastin and FOLFOX or FOLFIRI in first-line metastatic colorectal cancer patients. Roche informed CRIS that the trial did not meet its primary endpoint of extending the time from randomization to disease progression or death in patients who received GDC-0449/Avastin and chemotherapy when compared to those patients that received only the current standard of care treatment.

    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 consulting with KOL's, industry professionals, company management, and powered by our database of clinical trial data and upcoming company milestones.


    Disclosure: No positions
    Tags: CRIS
    Jun 21 2:35 PM | Link | Comment!
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