Cadence (CADX): Ofirmev has great potential. Being accepted on formularies much faster than anticipated.
Optimer: Advisory Committee likely to recommend approval of their narrow spectrum antibiotic fidaxomicin active against C-Difficile tomorrow. Strong submission -- strong sales prospects.
TearLab (TEAR): Great, unique device for dry eye. Already has FDA approval and CMS reimbursement. Did not as yet get CLIA waiver which would stimulate widespread use amongst a potential target audience of 50 K physicians.