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Andrew Nava
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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 Perifosine Data at AndrewNava.com 0 comments
    Apr 12, 2010 6:31 PM | about stocks: KERX, AEZS
    Below is a screenshot of the Perifosine profile page at AndrewNava.com, a database covering more than 280 publicly-traded biotechnology and pharmaceutical companies.

    The database includes full pipeline information and product profiles for each company, as well as news archives, deal summaries, clinical trial results, financial information, and upcoming milestones which have the potential to alter a company's valuation.

    Perifosine Product Profile Page, from Andrew Nava, LLC at AndrewNava.com


    Each product profile page is organized by product name/aliases, mechanism of action, indications (development or approved), company sponsor, stage of development, upcoming catalysts, partnership status, sales data (if applicable), and clinical trials - each listed by indication and stage.

    Above we highlighted some Perifosine multiple myeloma data recently presented at ASH (Velcade combo study).  Trial data is conveniently organized by last event, trial status, patient population, clinical trial sites, primary endpoint, trial design, results, side effects, additional statistics, and sources/references.

    Why AndrewNava.com?

    Clinical trial data not presented at medical conferences (ex. In press releases or SEC filings) is typically interspersed amid wording and company comments, making searching for crucial information time-consuming. Our database parses out the relevant data and presents it in a clear, succinct and easy-to-read format, directing investors, consultants, executives and industry professionals exactly to what they're looking for.

    Searching for this specific type of information can be helpful when:

    1. Conducting due diligence on a product's past clinical trial performance
    2. Developing your product's regulatory path
    3. Comparing data, such as endpoints, trial design and results across numerous products
    4. Researching quarter-by-quarter and year-by-year product sales for assisting in building sales models and modeling earnings forecasts

    Finally, each product profile page, in fact the entire database, is written as a blog and is displayed in note-style format, similar to the notes I took as a buy-side and venture analyst.  We've also added a comments section for each page, which allows users to interact and share ideas.

    Most databases such as these (ex. ThomsonPharma, EvaluatePharma, MedTrack) sell for $10,000's per year and are typically geared towards biotech companies, VC's, hedge funds and consulting firms.  Andrew Nava, LLC covers the exact same data for a fraction of the price.

    More information can be found at andrewnava.com

    About Perifosine

    Perifosine is a small molecule PI3K/Akt inhibitor being developed by Keryx Biopharmaceuticals (NASDAQ:KERX), under license from AEterna Zentaris (NASDAQ:AEZS), for a number different indicatiions, including second- and third-line metastatic colorectal cancer and relapsed or refractory multiple myeloma.

    Disclosure: KERX, AEZS: No positions
    Stocks: KERX, AEZS
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