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McBride

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  • Dendreon Ready For A Rebound [View article]
    Actually, I see it as a game changer, because waiting for the anti-androgens to fail (2-10+ years depending on Gleason Score) means loss of revenue for DNDN. Especially when patients get sick and die of other things, or fall out of the "pigeon hole" that the FDA approval currently imposes. Of course, market penetration is still a variable even in Europe.

    Co-administration of antiandrogens (a growing group in itself) with immunotherapy i.e. Provenge opens up opportunity for earlier usage, and even more clinical data proving that the earlier Provenge is used, the better the survival data.

    Unless of course Russia takes over everything, then I'm simply hoping there are at least a couple of executives of Russian descent on the board at DNDN...
    Apr 14 09:03 AM | Likes Like |Link to Comment
  • Dendreon Ready For A Rebound [View article]
    Someone give me 3 clinical reasons why DNDN will go to 0. Heck, I'll take 2.
    Apr 1 04:09 PM | Likes Like |Link to Comment
  • Dendreon Ready For A Rebound [View article]
    VLO: "Most patients will not receive all possible treatments during their lifespan, so more available treatments can mean less available patients for each of the different pharmaceutical options."

    You may be forgetting, when sequencing becomes clearer- using immunotherapy earlier will prove to be scientifically sound and yield a significant increase in Provenge usage in the US and Europe.
    Mar 27 12:29 PM | Likes Like |Link to Comment
  • Dendreon Will Get Much Worse Before It Gets Better [View article]
    I don't see 6-9 months to launching in Europe as a game changer. I would think that the growing pains are real, well described by Mr. Maurer. Letting antigen expire is another example of DNDN overshooting the runway with lofty expectations of 100% market penetration (see Dr. Gold, and crash of the DNDN stock due to pulling the annual forecast).

    One has to consider that as a new biotech, with a new (patented) technology with autologous cellular immune therapy, it was bound to go into debt. The novelty of the treatment alone is a hindrance to use, as physicians and scientists study outcomes. Add the novelty of the process to staff, and you were not going to have 100% market penetration. Add Zytiga and Xtandi, and you get what you have...a disappointing run.

    Oh yeah, about clinical outcomes...still the lifeboat. Need data showing outcomes and discovery of good clinical biomarkers that show efficacy during therapy, positive reinforcement for patients and physicians alike. Could this be the retrospective trick up their sleeves? Will data show significantly higher survival advantages over the IMPACT study?

    Again, my angle is more so clinical, relying on things like clinicaltrials.gov, as opposed to Mr. Maurer's purely business and financial angle. His view is important. If the company is holding on this long, without selling itself, especially with such a bleak financial outlook...wouldn't one think that they see a (clinical) light at the end of the tunnel that Mr. Maurer is not seeing?
    Mar 4 10:10 AM | 2 Likes Like |Link to Comment
  • Dendreon: Provenge should be given as soon as possible. [View instapost]
    I absolutely agree. If big pharma buys DNDN they may be able to go down that road.
    Feb 3 08:32 AM | Likes Like |Link to Comment
  • Dendreon Getting Better, But Don't Celebrate Just Yet [View article]
    I think the advice was great. Don't celebrate now, celebrate when the stock is at $40 or $50 in 2015 or 2016 and all the hurdles are cleared and the market opens up in Europe and the shorts have been squeezed.

    I still can't believe someone with no positions in a stock has such (seemingly) vested interested in such a pro-short outlook. Just amazing.
    Jan 13 01:08 PM | 1 Like Like |Link to Comment
  • Dendreon: Provenge should be given as soon as possible. [View instapost]
    Hi Giancarlo! Michel wrote to me today and pending biomarker developments and clinical trials with Xtandi are ongoing and may be game changers. Interesting to see this article nearly 2 years later we have not much more. I have advised Michel to contact Dr. Anthony Bang at DNDN, I hope to see his response to Professor Michel's questions!!! Happy Holidays to all.
    Dec 2 10:44 AM | Likes Like |Link to Comment
  • Dendreon Has Hidden Value For The Right Buyer [View article]
    Amen. Add the possibility that they reject the first few buyout offers, studies emerge and protocols change, biomarkers are developed to ascertain treatment responses (urology and oncology are both starving for these) and post-treatment data reveal monotherapeutic surprises for overall survival, or synergistic effects with Zytiga and/or Xtandi (nobody ever mentions this...) or European marketing and sales ramps up quicker than expected (a lot of doubt is cast on this due to the US launch being perceived as slow- in spite of Dr. Gold predicting essentially 100% market penetration.

    This article states that a tax break for luctrative companies can be (possibly, according to the author, based on corporate tax laws) taken based on DNDN's losses- one year after acquisition, which is exactly when I think DNDN would be turning around. This in my eyes, is exactly why it will not be easily sold, that this is a race of cash burn vs. profitability. Seemingly, CEO Johnson is appreciative of the race as well, with their efforts on cost containment their main focus.
    Nov 25 03:04 PM | 4 Likes Like |Link to Comment
  • Dendreon: A Classic Plan Of Desperation [View article]
    Because it's a really cheap stock with huge potential upside and pending clinical combination studies with a current market-leading product and huge potential in Europe?
    Nov 25 11:47 AM | 1 Like Like |Link to Comment
  • Dendreon: A Classic Plan Of Desperation [View article]
    Bill do you look at the clinical side much? Be honest here...
    Nov 15 10:54 AM | Likes Like |Link to Comment
  • Dendreon to pursue sale: Bloomberg [View news story]
    Why people with such a negative view hold ANY shares at all, just mystifies me. If there is no room for forward progress, Richard0623, why did you buy it? If they can't do a SINGLE positive thing, and the sales numbers have been so disappointing for so long, I suggest you sell all your shares today.
    Oct 28 09:14 AM | 1 Like Like |Link to Comment
  • Here's My Argument Against Zytiga, Clinically Speaking [View instapost]
    The ultimate goal with prednisone replacement is to avoid this disease, article from Wikipedia about Adrenal insufficiency.

    It appears the patient I described in my OP died from a critical illness-related corticosteroid deficiency.

    http://bit.ly/GXRawW
    Oct 13 11:37 AM | Likes Like |Link to Comment
  • Here's My Argument Against Zytiga, Clinically Speaking [View instapost]
    Awesome! Great to hear you had a good outcome, from PSA 27 to 0. You said you were on Zytiga and prednisone, for how long before the PSA went from 27 to 0? Was it timed with the radiation therapy? The radiation to the bone is gold standard, and the powerful anti-androgen Zytiga seems to be doing its work. Just curious, has your doctor put you on Prolia or Xgeva as well? These are indicated to help with bone loss (osteoclastic) activity from anti-androgens. And if you don't mind disclosing, what is your current dose of Prednisone?
    Oct 13 11:29 AM | Likes Like |Link to Comment
  • Dendreon: Too Little, Too Late? [View article]
    No. It's not going to 0.
    Sep 10 11:53 AM | 2 Likes Like |Link to Comment
  • Dendreon: Too Little, Too Late? [View article]
    The ads were unscientific and unimaginative at a time they should have been incredibly interesting, and they could have done this within the constraint of FDA guidelines. Certainly another guy washing dishes and helping his grandkid ride a bike wasn't what I would have accepted at $5 million a quarter from my marketing team.

    Then again, I'm not DNDN Management, thankfully.
    Aug 27 02:24 PM | 1 Like Like |Link to Comment
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409 Comments
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