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McBride

 
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  • Wedbush analyst David Nierengarten says Dendreon's (DNDN +4.2%) chances with Provenge in the EU are practically zero. While the EMA is likely to grant approval, Nierengarten asks "Who's going to make it?" He points out that no European manufacturer has yet stepped up to work with the company. "All-in," he concludes, "we do not estimate any sales for Provenge in the EU, and we do not believe the European opportunity, if there is one, would be profitable in any significance." [View news story]
    The challenges ahead for Provenge/DNDN are certainly not manufacturing, but those who carry short are floundering with such banter anytime good news will come DNDN's way.
    Stay tuned.
    Jun 28, 2013. 03:07 PM | Likes Like |Link to Comment
  • European Committee Adopts Positive Opinion On Dendreon's Provenge [View article]
    With a dipping set of moving averages and clinical and study data around the corner, in combination with the new antiandrogens (Xtandi and Zytiga) it seems a good buy at this level. Long options even out of the money are a good play if not interested in the immediate gain.

    Sales data may continue to be lackluster but the science and promise is not going away.

    With any good sales bumps, will come a short squeeze, so have at it- this company is not going away and not selling itself.
    Jun 28, 2013. 11:47 AM | 3 Likes Like |Link to Comment
  • Question Posed To Dendreon Investor Relations [View instapost]
    Day trading this company is like pissing in the ocean to raise the tide. Really.
    Jun 12, 2013. 10:36 AM | Likes Like |Link to Comment
  • Dendreon Analysts Getting Very Skeptical [View article]
    Can you make a citation to the fact that Provenge is being evaluated by the EU for post-chemo? Given that the USFDA indication is for a disease state regardless of chemo status, I can't see why the EU would limit the patient population to those with significantly worse disease who have received immunocompromising chemotherapeutic agents.
    May 24, 2013. 09:58 AM | Likes Like |Link to Comment
  • Dendreon Analysts Getting Very Skeptical [View article]
    I agree, this argument is baseless when the treatments are NOT MUTUALLY EXCLUSIVE and evidence supports and NCCN Guidelines publish that Prevenge can and should be used first.

    The problem is, the studies that will make a significant impact on the rate of prescription are not yet available- and without STRONG guidelines including alternative therapies, even the BENIGN nature of Provenge immunotherapy falls to the decision to choose the EASY RX with Xtandi and Zytiga (even with their associated risks of significant side effects) The potential that studies showing solely continuing antiandrogen therapy WITHOUT using immunotherapy, shows INFERIORITY to adjuvant therapy with Provenge first, would BOOST PROVENGE! We NEED INFERIORITY STUDIES and these will evolve.
    DNDN management recognizes this, and if not, they are reading it here (one would think)
    May 23, 2013. 11:33 AM | 1 Like Like |Link to Comment
  • Dendreon Analysts Getting Very Skeptical [View article]
    Not impressed by sell recommendations WITHOUT ANY CONSIDERATION TO THE POWER OF THE CLINICAL ASSET.
    May 22, 2013. 12:38 PM | 5 Likes Like |Link to Comment
  • Dendreon: New Trial Sequencing Provenge With Xtandi To Begin Q4 [View article]
    Agreed, especially since moving to another agent is going to introduce side effects almost universally with any other therapy, in a patient population (post-Provenge) who are currently nearly universally without any side effects whatsoever!
    May 16, 2013. 10:26 AM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    Additionally,

    "When patients have not been exposed to PROVENGE are not educated or familiar with the drug and there is questions between them and the physicians depending on the physician, we see a great connect rate or we can see some of them, because PROVENGE does not affect biomarkers, it isn’t something that you are able to tell the patient after they’ve taken it."

    "We’ve got a lot of clinical activity and investigated initiated trials. Everything from looking at mechanism of action, biomarkers, combination studies and sequencing studies."

    So, about those biomarkers? Unclear answers, more mystery. Just scan the article for the word "biomarkers" and you'll see the lack of clarity.
    May 15, 2013. 10:43 AM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    I can't believe the investors liked what they heard. Schiffman must be a horrible public speaker. I get discouraged by the lack of organized thought, and I pray that the errors are due to some audio-transcription software errors.

    Otherwise, maybe he was just super nervous. I'll give an example.

    "I mean, it is fairly – it is the most, second most common cancer in men. 30,000 to 35,000 cases diagnosed each year and that’s pretty consistent with what you see in terms of morbidity rate. You see higher incidents in African American males compared to Caucasian males."

    Really? 30,000 to 35,000 cases diagnosed each year? And that's consistent with the morbidity (not mortality?) rates? False. Many more men are diagnosed, like 250,000 or so. One in six men are diagnosed with prostate cancer.

    But don't take my word for it. http://bit.ly/YMqfZk

    He does little to reassure me of the most important threats to their business model, and I would fire him.

    Read this, verbatim, and you will see what I'm talking about.

    http://bit.ly/10ysayT

    I think this rise in the last few days is essentially a bounce after hitting bottom, as many folks start investing at near 52-week lows. There is little reassurance coming out of Healthcare Conferences like this one.

    The real meat would have been the American Urological Association's clinical plenary sessions and guidelines about the treatment of metastatic castrate resistant prostate cancer, not these blabbering executives who continue to fail the investors.
    May 15, 2013. 10:29 AM | Likes Like |Link to Comment
  • Dendreon: New Trial Sequencing Provenge With Xtandi To Begin Q4 [View article]
    A patient moving to agents that can be immunosuppressive (chemo, namely) only a few weeks after Provenge? Really?
    May 15, 2013. 10:00 AM | Likes Like |Link to Comment
  • Dendreon: New Trial Sequencing Provenge With Xtandi To Begin Q4 [View article]
    Perhaps the time to progression to other treatments is important, could be a surrogate marker for how well the treatment worked, but again, this is not objective nor reproducible enough. Patients being "sold" on other therapies as the PSA rises, or their level of concern, are HUGE variables in that regard.
    May 15, 2013. 09:56 AM | Likes Like |Link to Comment
  • Dendreon: New Trial Sequencing Provenge With Xtandi To Begin Q4 [View article]
    Progression to other treatments after Provenge is not a concern to Dendreon, but I totally understand your point.
    May 15, 2013. 09:23 AM | Likes Like |Link to Comment
  • Dendreon: New Trial Sequencing Provenge With Xtandi To Begin Q4 [View article]
    Johnson is not wrong about co-administration with other agents.

    The most important clinical variables are the lack of development of a proper assay or array of tests that prove Provenge is working. If PSA and radiologic progression are not able to track life extension, and conversely, the only thing we are supposed to go on is the time to death, then I can tell you patients will be treated with additional agents i.e. Xtandi and Zytiga, then chemo.

    Dendreon's new motto, advertised at the AUA in signs at the convention in San Diego, was "Provenge: A Strong Start"

    More psychological than anything, so far. When I asked their science liason(s) about clinical lab science efforts to track retardation of the progression of the disease, I was not given any good answer, instead they scanned my badge and promised someone would get back to me.
    May 14, 2013. 02:30 PM | Likes Like |Link to Comment
  • Bracing For Dendreon Q1 2013 Earnings - All Eyes On Provenge [View article]
    The study will be taking place later this year (Xtandi/Sip-T)
    May 10, 2013. 10:30 AM | Likes Like |Link to Comment
  • Bracing For Dendreon Q1 2013 Earnings - All Eyes On Provenge [View article]
    But what was the "burn"? I see you mention a "burn" of nearly 100 million, if this was your company and you needed to know what DNDN spent money on, what is it?

    Or is your opinion on the company so negative that you would not even care to research this?

    Just FYI, direct to consumer advertising is just one piece of the puzzle, and I am not sure that will lead to sales. The company mentioned several avenues into which they have spent money, not burned it. They are investing in themselves with things like advertising.

    I think it would be more valuable if you were able to delineate wasteful expenditures, but again, this would require a real analysis and not the conjecture of "cash burn" as you put it.

    I believe that would help investors decide on investing in the company, not simply the numbers.
    May 10, 2013. 10:28 AM | Likes Like |Link to Comment
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