I am surprised by your assertion that, 'NVR has tremendous amount of debt...'. NVR's balance sheet shows 1.19 Billion in cash and 99 Million in debt. While I agree with your analysis of the industry, your facts are incorrect regarding NVR.
Dendreon: Are the Provenge Prayers Being Answered? [View article]
Christian, Thank you for writing. While I appreciate your position, I couldn't disagree with you more in several levels. I am going to cover two of them.
Fist, 80% of this article focuses on the Wall Street Journal coverage ant it is the LEADING FINANCIAL publication in this country.
Second, if you invest in Biotech you must understand the fickle nature of FDA and its impact on stock prices. That's what this article is about...
I have disclosed on my other Dendreon articles that I am LONG(an unhealthy amount) on the stock. This one was emailed directly to the editor and my position was not disclosed.
I have enjoyed your last article on DNDN with the slide from Dr. Nicole Provost's presentation.
We have seen Eli Lilly get Gemzar approved behind closed doors after panel voted against it 9-2 last year. FDA was mum on the decision. My concern though is that DNDN lack the experience, political clout, and savvy to pull this off. FDA's CR letter seems to be an invitation to do just that. The point being FDA didn't shut the door. I think that any of the BIG PHARMA's with a similar situation would quietly work behind the scenes and to quote, Larry the Cable Guy, "Get her done".
I think Dendreon has terrific and wonderful scientists who are not as business savvy. That is a difficult task as you must, "Swim with the Sharks without being Eaten Alive". We have also seen guffaws from simple press release of layoff's turned into a reporter(Dan Richman of Seattle PI-who I spoke to and he quoted me as saying that delay could kill Dendreon) quoting DNDN as saying that, "Provenge won't be ready until 2009 at the earliest." He relented and printed a retraction from share holders contacting him directly and challenging the quote.
Biotech Stock Research Letter today says, that the only hope is through congressional hearings. The COMPANY is not capable of pulling this off. It must come from its supporters, patient advocacy groups, etc.
I think you can help along with your clients by contacting your congressman, etc. That is what I am doing.
Have to click play after commercial. Ironic, US build walls and China tears down theirs…
Through out history the establishment has stood in the way of progress. I think in time these technologies will find their way...Unfortunately, many who need it now won't be here...
Thank you. I have viewed it before. I put the following to your comment yesterday.
I would also recommend readers of the above excellent article to watch Jim Cramers video from TheStreet.com on the same topic where he describes how Hedge Funds do this manipulation. (Link below, if you haven't already seen it):
I would recommend the link from vaga-bond above. I have copied it for you.
I would also recommend readers of the above excellent article to watch Jim Cramers video from TheStreet.com on the same topic where he describes how Hedge Funds do this manipulation. (Link below, if you haven't already seen it):
While I agree with your statement, I am not aware of a single company that is trading with such disparity. 82 million Shares and the Volume of 1.2 plus billion shares traded since March 30, 2007.
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Dendreon: Are the Provenge Prayers Being Answered? [View article]
Fist, 80% of this article focuses on the Wall Street Journal coverage ant it is the LEADING FINANCIAL publication in this country.
Second, if you invest in Biotech you must understand the fickle nature of FDA and its impact on stock prices. That's what this article is about...
Dendreon: I Want the Truth [View article]
I have disclosed on my other Dendreon articles that I am LONG(an unhealthy amount) on the stock. This one was emailed directly to the editor and my position was not disclosed.
I have enjoyed your last article on DNDN with the slide from Dr. Nicole Provost's presentation.
We have seen Eli Lilly get Gemzar approved behind closed doors after panel voted against it 9-2 last year. FDA was mum on the decision. My concern though is that DNDN lack the experience, political clout, and savvy to pull this off. FDA's CR letter seems to be an invitation to do just that. The point being FDA didn't shut the door. I think that any of the BIG PHARMA's with a similar situation would quietly work behind the scenes and to quote, Larry the Cable Guy, "Get her done".
I think Dendreon has terrific and wonderful scientists who are not as business savvy. That is a difficult task as you must, "Swim with the Sharks without being Eaten Alive". We have also seen guffaws from simple press release of layoff's turned into a reporter(Dan Richman of Seattle PI-who I spoke to and he quoted me as saying that delay could kill Dendreon) quoting DNDN as saying that, "Provenge won't be ready until 2009 at the earliest." He relented and printed a retraction from share holders contacting him directly and challenging the quote.
Biotech Stock Research Letter today says, that the only hope is through congressional hearings.
The COMPANY is not capable of pulling this off. It must come from its supporters, patient advocacy groups, etc.
I think you can help along with your clients by contacting your congressman, etc. That is what I am doing.
This is worth watching (takes a couple of minutes to load) www.channel4.com/playe...
Have to click play after commercial. Ironic, US build walls and China tears down theirs…
Through out history the establishment has stood in the way of progress. I think in time these technologies will find their way...Unfortunately, many who need it now won't be here...
Dendreon: I Want the Truth [View article]
www.killerclips.com/cl...;qid=562
Dendreon: I Want the Truth [View article]
Dendreon: I Want the Truth [View article]
I would also recommend readers of the above excellent article to watch Jim Cramers video from TheStreet.com on the same topic where he describes how Hedge Funds do this manipulation. (Link below, if you haven't already seen it):
videoplayer.thestreet....;channel=Cramer+On+Dem...
Dendreon: The Short Story [View article]
I would recommend the link from vaga-bond above. I have copied it for you.
I would also recommend readers of the above excellent article to watch Jim Cramers video from TheStreet.com on the same topic where he describes how Hedge Funds do this manipulation. (Link below, if you haven't already seen it):
videoplayer.thestreet....;channel=Cramer+On+Dem...
Dendreon: I Want the Truth [View article]
82 million Shares and the Volume of 1.2 plus billion shares traded since March 30, 2007.
Dendreon: I Want the Truth [View article]
Dendreon: I Want the Truth [View article]
Seems to me you have done your research. Thanks for the comments.
Dendreon: I Want the Truth [View article]
Thanks for writing..
Dendreon: I Want the Truth [View article]
I agree that we(US) are not the only game in town. That is my larger concern. People are already traveling abroad to seek treatment.
This is worth watching (takes a couple of minutes to load) www.channel4.com/playe...
Have to click play after commercial. Ironic, US build walls and China tears down theirs…
A Lost Hope? Dendreon Derailed While Archaic FDA Promises 'New Era' [View article]