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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
My company:
Andrew Nava, LLC
  • New Biotech Milestones and Database Updates for July 26, 2010 0 comments
    Jul 26, 2010 10:14 AM | about stocks: ALXN, BMY, APPY, BIIB, CPIX, SNY, INHX, NPSP, OSIR, THRX, UGNE, EMIS, ANIP, SRPT, EXAS, CORT, ALXA, PLX
    Below is a sample morning note to clients, including 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

    ALXN: Increased 2010 Soliris sales guidance to $515-530M (up from
    $505-520M).
    AMLN: Phase 2 data expected 1H11 for Exenatide monthly suspension.
    APPY: Plans to initiate a pivotal clinical trial of the AppyScore cassette-based test in 2011.
    BIIB: Rituxan PDUFA January 29, 2011 for follicular NHL sBLA, expected sBLA filing 2H10 for ANCA-associated vasculitis.
    CPIX: Acetadote PDUFA 9/10/10.
    EXAS: External validation data expected by Oct 29 (see andrewnava.com for full client note).
    GENZ: Decreased E2010 revenue to $4.4-4.5B, mipomersen data expected this quarter.
    INHX: On track to report top-line data in 4Q10 for FV-100 herpes zoster trial.
    NPSP: Gattex on track for STEPS trial data in 1Q11.
    OSIR: Approx Prochymal Canadian approval by Jan 10, 2011 for GvHD (180 day timeline as of July 21, 2010).
    THRX: Data expected 4Q10 from TD-1211 opioid-induced constipation study; Telavancin EMA decision expected 1H11.
    UGNE & EMIS: Data expected 4Q10 from Study 2301 (knee OA), NVS to file NDA in 2011 for osteoporosis indication.

    EARNINGS: Several new updates (see website)

    DATABASE UPDATES: BIIB (all sales), BG-12, Avonex, Rituxan, XOMA, BMTI, CBLB502, NVLT, MNTA (Lovenox), BTIM, palifosfamide, FRX, Abraxane, Namenda, ADLS, ETRM (financials), THRX (financials), GENZ (product sales and financials), FRX (product sales and financials), NVC-422 (data), AppyScore (data), AMLN (product sales and financials), HGSI (financials)

    RESEARCH
    : BPAX, AVII, EXAS, CORT, ALXA, SNGX, PLX

    For full milestones, clinical trial data, and drug sales, please visit http://andrewnava.com

    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
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