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di Giancarlo Nicoli

May

14

Dendreon Notable Links — For The Week Ending Friday, 18 May 2012.

Filed Under Dendreon, Investimenti | Leave a Comment

As soon as I started to publish the weekly “Dendreon Notable Links”, I got my website hacked! I spent the last three weeks figuring out how to clean it and – especially – how to keep it clean. It’s five days (and counting) scoprire.biz is actually virus free. Now let’s jump in.

26 April 2012 – Video
This one is an earlier link in fact, I saved it for publication as soon as my website was ready.
Michael receiving 2nd leukaphereis treatment:
http://www.youtube.com/watch?v=sg4VaCTj2mM

Some catch-up…
Monday, 7 May 2012
Dendreon Reports Net PROVENGE Product Revenues of $82 Million, Achieved 6.5% Quarter-Over-Quarter Growth:
http://finance.yahoo.com/news/dendreon-reports-net-provenge-product-203000496.html

Monday, 7 May 2012
Dendreon’s CEO Discusses Q1 2012 Results – Earnings Call Transcript:
http://seekingalpha.com/article/567681-dendreon-s-ceo-discusses-q1-2012-results-earnings-call-transcript

Thursday, 9 May 2012
The end game for Biotech – HGSI (DNDN?) – by guam2009lt
http://www.investorvillage.com/smbd.asp?mb=971&mn=437288&pt=msg&mid=11709638

Friday, 11 May 2012
Dendreon Management Presents at Deutsche Bank Securities, Inc. 37th Annual Health Care Conference (Transcript):
http://seekingalpha.com/article/583091-dendreon-management-presents-at-deutsche-bank-securities-inc-
37th-annual-health-care-conference-transcript

Saturday, 12 May 2012
Sipuleucel-T Stimulates Response in Localized Setting, Study Finds:
http://www.onclive.com/publications/Oncology-live/2012/April-2012/
Sipuleucel-T-Stimulates-Response-in-Localized-Setting-Study-Finds

Tuesday, 15 May 2012
To be held on Sunday, May 20, 2012 3:30 PM-5:30 PM
Prostate Cancer: Advanced I Podium
Dendreon Corporation
683: Estimating the overall survival benefit of sipuleucel-T in the IMPACT trial accounting for crossover treatment in control subjects with autologous immunotherapy generated from cyropreserved cells
Leonard Gomella
Chadi Nabhan
Todd DeVries
James Whitmore
Mark Frohlich
Daniel George
http://www.aua2012.org/abstracts/printpdf.cfm?ID=683

Tuesday, 15 May 2012
To be held on Monday, May 21, 2012 10:30 AM-12:30 PM
Prostate Cancer: Advanced III Moderated Poster
Dendreon Corporation
953: Sipuleucel-T in African Americans: a subgroup analysis of three phase 3 trials of sipuleucel-T in metastatic castrate resistant prostate cancer
David G. McLeod
David I. Quinn
Jennifer Cullen
James B. Whitmore
Rockville, MD
http://www.aua2012.org/abstracts/printpdf.cfm?ID=953

Wednesday, 16 May 2012
Dendreon Announces Presentation of PROVENGE Data at the 2012 American Society of Clinical Oncology Annual Meeting:
http://files.shareholder.com/downloads/DNDN/
1878048609x0x570219/f1b5abf8-e3f9-40da-ba7a-d88f995bdaff/
DNDN_News_2012_5_16_General.pdf
Very important data overall.
Abstract #4684: Overall Survival (OS) Benefit with Sipuleucel-T by Baseline PSA; An Exploratory Analysis From the Phase 3
IMPACT Trial, basically says that the earlier a patient gets Provenge, the better are his survival chances.

@ @ @

DNDN website:
http://www.dendreon.com/

Provenge website:
http://provenge.com/

All links are verified and working at date of publication.

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di Giancarlo Nicoli

Apr

23

Dendreon Notable Links — For The Week Ending Friday, 27 April 2012

Filed Under Dendreon, Investimenti | Leave a Comment

18 Apr 2012 (but found out on 23 Apr 2012).
Provenge drug treatment helps treat prostate cancer:
http://www.youtube.com/watch?v=e1pS0SstxFs

 

@ @ @

DNDN website:
http://www.dendreon.com/

Provenge website:
http://provenge.com/

All links are verified and working at date of publication.

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di Giancarlo Nicoli

Apr

21

Dendreon Is Not A Great Short

Filed Under Dendreon, Investimenti | Leave a Comment

My latest Seeking Alpha:
http://seekingalpha.com/article/514291-dendreon-is-not-a-great-short

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di Giancarlo Nicoli

Apr

18

Dendreon Notable Links — For The Week Ending Friday, 20 April 2012.

Filed Under Dendreon, Investimenti | Leave a Comment

20 Apr 2012 – Video
Dr. Leonard Gomella Examines the Understating of Provenge Benefits:
http://www.youtube.com/watch?v=jTvANgbop0I

20 Apr 2012
My latest Seeking Alpha:
Dendreon Is Not A Great Short:
http://seekingalpha.com/article/514291-dendreon-is-not-a-great-short

From abc Action News.
Local doctor is excited about Provenge to treat men with advanced stage prostate cancer:
http://www.abcactionnews.com/dpp/news/health/
local-doctor-is-excited-about-provenge-to-treat-men-with-advanced-stage-prostate-cancer

Thread comments Warren Buffett having Prostate Cancer. uptekusa has very early prostate cancer, and his urologist said…
Buffetweet:
http://www.investorvillage.com/smbd.asp?mb=971&mn=435928&pt=msg&mid=11650518

Anecdotal crumbs for the weary.
Titlefight reports a friend says Dr Shore is running up to 6 Provenge patients per month now:
http://www.investorvillage.com/smbd.asp?mb=971&mn=435896&pt=msg&mid=11648720

Interview with DNDN CEO John Johnson.
Dendreon CEO John Johnson: ‘This is My Last Stop’:
http://www.xconomy.com/seattle/2012/04/17/dendreon-ceo-john-johnson-this-is-my-last-stop/

It happened on 4/17/2012. Just a couple of days before GSK offered to buy HGSI at a huge premium.
Somebody sold/bought 3100 May 15′s and bought/sold equal amount of may 15 calls.
Bullish signal:
http://www.investorvillage.com/smbd.asp?mb=971&mn=435860&pt=msg&mid=11647551
I verified such a trade has effectively happened.

Article on Medscape (registration required).
Essay Questions Provenge Benefit, Prompts Ire:
http://www.medscape.com/viewarticle/762049
If you don’t have registration, you can find the article reproduced here (aren’t there copyright issues? I just wonder):
http://www.investorvillage.com/smbd.asp?mb=971&mn=435720&pt=msg&mid=11639866

Theodore J. Cohen’s at Seeking Alpha discusses the Medscape article referenced above.
Dendreon Goes On The Offensive:
http://seekingalpha.com/article/498981-dendreon-goes-on-the-offensive

bobrmd says that just because a patient receives one agent, doesn’t preclude the eventual use of another.
Re: Citi update: Gloomier Outlook Due to Competition…bobrmd?…:
http://www.investorvillage.com/smbd.asp?mb=971&mn=435611&pt=msg&mid=11632845

@ @ @

DNDN website:
http://www.dendreon.com/

Provenge website:
http://provenge.com/

All links are verified and working at date of publication.

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di 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.

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di Giancarlo Nicoli

Feb

7

Dendreon Corporation Up Yesterday On Rumors

Filed Under Dendreon, Investimenti | Leave a Comment

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.

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di 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

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