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For those of you who think I am way off base with my assumptions on both pricing and the potential Provenge market size, I urge you to avoid DNDN or even short the stock .
May 20 11:30 am
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All Comments by Dan Rosenblum »Why Sales Estimates for Dendreon's Provenge Are Too Low [View article]
However I would point out that yesterday in Boston at investor meetings ,the Dendreon CEO Mitch Gold hinted at pricing of Provenge around $80,000 per patient. He aso stated that the potential market size for the drug was around 100,000 patients per year.
So even if they capture only half the potential market that makes it a $4 billion dollar drug, higher than my estimate .