EXEL, see my previous post on this one, buying this on the recent dip as this still should run beyond 6 as the PDUFA get close in late November.
POZN, yesterday a well respected analyst (Jason Napodano @jnapodano ) wrote a great piece on POZN, outlining very well their upcoming catalysts for PA32540, a novel, coordinated-delivery tablet of immediate-release omeprazole (40mg) and delayed release aspirin (325mg). Below are the highlights:
1. Full data to be released at American College of Gastroenterology (ACG) meeting this October
2. Additional data from the two phase III trials at the American Heart Association (AHA) meeting in November 2012.
3. NDA for PA32540 May 20133. EMA filing in 2013
Please read the article for further details.
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