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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
  • Tracking Abraxane Data at AndrewNava.com
    Below is a screenshot of the Abraxane profile page at AndrewNava.com, a biotechnology and pharmaceutical database for institutional and retail investors, analysts, traders, consultants, executives, and professionals to track relevant industry information.

    As of June 2010, the database covers over 290 publicly-traded biotechnology and pharmaceutical companies, 100's of clinical trials from more than 1000 approved and development-stage drugs, devices and diagnostics, and over 800 company milestones across 17 different catalyst types.

    Abraxane Profile at AndrewNava.com


    The screenshot above highlights two of the recent clinical trials presented at ASCO, including data from the phase 3 Abraxane study in first-line NSCLC and the phase 2 first-line pancreatic cancer study in combination with gemcitabine.

    Andrew Nava, LLC provides institutional and retail healthcare investors with buy-side equity research tools which 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 our database of clinical trial data and upcoming company milestones.

    Disclosure: No positions
    Tags: ABII
    Jun 10 1:30 PM | Link | Comment!
  • Baker Brothers Buying More Seattle Genetics (SGEN)
    In an SC 13D/A filing yesterday, SGEN revealed Baker Brothers has been purchasing stock since April.  Here are the transactions:

    Baker Brothers SGEN Purchases

    Including warrants and options, Baker Brothers now owns
    18,355,642 shares of SGEN stock, or about 18.0% of SGEN's 101,067,623 outstanding shares.

    SGEN and its partner Millenium/Takeda, recently reported encouraging data at ASCO
    showing that retreatment with single-agent brentuximab vedotin (SGN-35) in Hodgkins lymphoma and systemic anaplastic large cell lymphoma (ALCL) produced objective responses in seven out of 11 patients, including two complete remissions and five partial remissions.

    Top-line data is expected in 2H10 from the SGN-35 trial evaluating patients with relapsed/refractory Hodgkins lymphoma and ALCL. Data is expected this quarter from the SGN-33 trial in AML patients greater than 60 years of age.

    Andrew Nava LLC provides institutional and retail healthcare investors with buy-side equity research tools which 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 our database of clinical trial data and upcoming company milestones.

    Our database is currently tracking clinical trials, product sales, and stock catalysts for over 290 publicly-traded biotechnology and pharmaceutical companies.  Find out more at andrewnava.com

    Disclosure: No positions
    Tags: SGEN
    Jun 10 9:47 AM | Link | Comment!
  • Three Biotech Trades for EULAR (IMMU, RDEA, TRBN)
    Not withstanding any general market collapses/corrections/double-dips, etc., I'm currently watching three stocks in anticipation of the upocoming EULAR conference (Annual European Congress of Rheumatology, June 16-19, Rome, Italy).

    Immunomedics (NASDAQ:IMMU)

    IMMU is scheduled to present clinical trial results on epratuzumab from its Phase IIb study in patients with lupus.  Data will be presented in four posters sessions and one published abstract.  Titles of the four posters can be found here.

    IMMU has been trading at low volume and is currently at a nice discount ($3.12 as of this post) to its YTD high of $4.34.

    IMMU Stock Chart YTD 2010

    Ardea Biosciences (NASDAQ:RDEA)

    RDEA will be presenting additional data from its completed Phase 2a and Phase 2b monotherapy studies of RDEA594, its lead product candidate for the treatment of hyperuricemia and gout.  RDEA will also present additional RDEA594 and allopurinol combination data from its completed Phase 2a study, RDEA594 and febuxostat combination data from its completed Phase 1 study, as well as data on its next-generation URAT1 inhibitor program.

    RDEA is down about 5% today due to bearish market conditions, but is trading at a great discount ($20.91) to its YTD high of $26.48.

    RDEA Stock Chart YTD
     
    Trubion Pharmaceuticals (TRBN)

    In May, TRBN announced the acceptance of two Phase 1 data presentations on SBI-087 (PF-05230895). Presentations will include data from a Phase 1 study of SBI-087 for the treatment of rheumatoid arthritis and a Phase 1 study of SBI-087 for the treatment of systemic lupus erythematosus.  The abstracts can be found here.

    TRBN trades on very little volume, but is also prone to wild inter-day swings.  The stock is down today 2% at $3.41, but also at a nice discount to its YTD high of $4.54.

    TRBN Stock Chart YTD

    Andrew Nava LLC provides institutional and retail healthcare investors with buy-side equity research tools which 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 our database of clinical trial data and upcoming company milestones.

    Our database is currently tracking clinical trials, product sales, and stock catalysts for over 290 publicly-traded biotechnology and pharmaceutical companies.  Find out more at andrewnava.com



    Disclosure: Long TRBN, IMMU
    Tags: RDEA, IMMU, TRBN
    Jun 08 2:38 PM | Link | Comment!
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