di Giancarlo Nicoli
Feb
24
My latest Seeking Alpha:
http://seekingalpha.com/article/388281-setting-up-a-laid-back-high-yield-portfolio
Tags:
AGNC, FSC, SBRA, MPW, NYB, Investing for Income, Income Investing Strategy, Dividend Ideas, Dividend Quick Picks & Lists.
Tags:
AGNC, Dividend Ideas, Dividend Quick Picks & Lists, FSC, Income Investing Strategy, Investimenti, Investing for Income, MPW, NYB, SBRAdi Giancarlo Nicoli
Feb
8
3 Sustainable Picks For Laid-Back Dividend Investing And 1 To Worry About
Filed Under Investimenti | Leave a Comment
My latest Seeking Alpha:
Companies covered:
- Sabra Health Care REIT, Inc. (SBRA)
- Medical Properties Trust, Inc. (MPW)
- New York Community Bancorp Inc. (NYB)
- Cellcom Israel, Ltd. Ordinary S (CEL)
Tags:
CEL, Dividend Ideas, Dividend Quick Picks & Lists, Investimenti, Investing for Income, MPW, NYB, SBRAdi Giancarlo Nicoli
Feb
8
Dendreon’s Provenge Works. Little Guide To Debunking Inaccurate Info
Filed Under Dendreon, Investimenti | Leave a Comment
Dendreon (DNDN)’s Provenge works. This article is a little guide to restore accurate info regarding Provenge cost and survival advantage.
Dana Blankenhorn says:
While it has survived Phase III trials, fact is it’s only shown to extend life by about four months – and it costs $93,000.
Addressing survival: The above mistake is still common. Those “about four months” are now something mythical, widely talked about. It mystifies me that there’s still someone using them without context. The 4.1 month median survival benefit is, er, median. It is not an average. Median survivalmeans that half of all patients in the Phase III trials experienced a life-extending benefit of less than 4.1 months, while half of the men had their lives extended by a longer period of time, some up to 7 to 8 years.
What’s more, the Phase III trials design accounted for some underestimating of Provenge survival benefit. According to exploratory data analysis, true median overall survival benefit of Provenge in the Phase 3 IMPACT trial was estimated to be 7.8 months (Source: Dendreon).
Addressing cost: The full Provenge treatment costs $93,000. Another Prostate Cancer treatment is Zytiga (which must be taken with prednisone and which has a median treatment length of 8 months) costs $72,000 per year. Avastin can cost up to $100,000 per year.
Provenge has a very favorable safety profile. The most common side effects reported with Provenge treatment are: Chills, fatigue, fever, back pain, nausea, joint ache, headache (source: Provenge.com). They usually last a couple of days at most and do not require hospitalization – as opposed to other treatments that are toxic and that do require costly hospitalization. This cost is not included in the cost the treatment, and can run for several tens of thousands of dollars per patient.
Tags:
Dendreon, Dendreon, DNDN, Investimenti, Provengedi Giancarlo Nicoli
Feb
7
A couple of rumors yesterday regarding Dendreon Corporation (DNDN).
Shares surged, on more than tripled average turnover, almost 17% reportedly after U.S. health regulators published a critical review of rival Amgen Inc.’s (AMGN) drug for prostate cancer. Where’s the connection between FDA review of Amgen’s drug and Dendreon is puzzling me.
Anyway.
Rumor #1: January turnover much bigger than expected.
Rumor #2: Amgen is going to buy DNDN out. With an offer in the $21 range.
These are rumors, not news, there are no PRs and no confirmations anywhere.
Take these rumors with plenty of salt.
Tags:
Amgen, AMGN, Dendreon, Dendreon, DNDN, Investimentidi Giancarlo Nicoli
Feb
4
My latest Seeking Alpha:
Sustainable Picks For Laid-Back Dividend Investing
Tags:
AGNC, Dividend Ideas, Dividend Quick Picks & Lists, FSC, Investimenti, Investing for Income, Seeking Alpha, VGRdi Giancarlo Nicoli
Feb
3
Giancarlo Nicoli adheres to Seeking Alpha’s Gold Standard Compliance
Filed Under Investimenti | Leave a Comment
Giancarlo Nicoli adheres to
Seeking Alpha’s Gold Standard Compliance
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Tags:
Investimenti, Seeking Alphadi Giancarlo Nicoli
Feb
1
Dendreon Corp.’s Latest Developments: What They Mean
Filed Under Dendreon, Investimenti | Leave a Comment
My latest Seeking Alpha:
http://seekingalpha.com/article/332852-dendreon-corp-s-latest-developments-what-they-mean

