Seeking Alpha
View as an RSS Feed

Theodore Cohen  

View Theodore Cohen's Comments BY TICKER:
Latest  |  Highest rated
  • Dynavax Initiates Phase I Trial In Its Asthma Program [View article]
    Hi, Arthur...

    I was struck by that also...but it is a safety study. Phase 2 would examine dosing in more detail, and Phase 3 would address efficacy. This is not to say, however, that they won't learn something about efficacy from the Phase 1 results. Keep your fingers crossed!

    And yes, the new management team is far more experienced in these matters.

    Ted
    Oct 10, 2013. 04:06 PM | Likes Like |Link to Comment
  • Dynavax Initiates Phase I Trial In Its Asthma Program [View article]
    It will take patience, Tony.

    Ted
    Oct 10, 2013. 03:24 PM | Likes Like |Link to Comment
  • Dynavax Initiates Phase I Trial In Its Asthma Program [View article]
    No, we should expect to hear news, in the near term, regarding what the FDA and DVAX have agreed upon as to the protocols for the safety trial the agency will require before it will again take up consideration of the Heplisav BLA. I was hoping we would have heard something by now in this regard.

    Ted
    Oct 10, 2013. 02:00 PM | 1 Like Like |Link to Comment
  • Dynavax Initiates Phase I Trial In Its Asthma Program [View article]
    Thanks for your comments. As it stands, unless there's a hiccup in the EU, the company should receive approval there before they do in the US. The patent issue there is more favorable as well, with the critical patents they face expiring sooner.

    Ted
    Oct 10, 2013. 11:49 AM | 1 Like Like |Link to Comment
  • Dendreon's Provenge: A Major Focus At The European Cancer Congress 2013 [View article]
    I'm waiting to hear about the partnership in Europe (they have repeatedly stated they would seek a partnership in the EU) and what it might mean, strategically, for the future of the company. I'm as disappointed as are you that nothing has been forthcoming by now.

    Ted
    Oct 9, 2013. 08:49 AM | Likes Like |Link to Comment
  • Dynavax Crashes On Unexpected Panel Vote [View article]
    To be sure, Daum hijacked the advisory committee panel. That he voted NO on efficacy showed his perverted bias. Heplisav is far and away superior to anything on the market to today, for any indication. Even the FDA briefing documents recommended a Phase 4 study, which would have allowed this important treatment to reach those who need it now. Truly a sad day for patients and another example of an agency in dire need of adult supervision.

    Ted
    Oct 7, 2013. 01:06 PM | 2 Likes Like |Link to Comment
  • Analysis Of Vical's Allovectin-7: Best Results Ever In A Melanoma Phase 3 Trial [View article]
    Yes.

    Ted
    Oct 3, 2013. 08:35 AM | Likes Like |Link to Comment
  • Vical's Herpes Vaccine: An Update [View article]
    We try. Thanks.

    Ted
    Sep 30, 2013. 07:21 AM | Likes Like |Link to Comment
  • Dendreon's Provenge: A Major Focus At The European Cancer Congress 2013 [View article]
    The Street needs to see increased sales and a significant reduction in cost of goods sold (COGS) before they will come to believe this company can survive...no question about it.

    Ted
    Sep 28, 2013. 09:58 PM | Likes Like |Link to Comment
  • Dendreon: Startling Results Sequencing Provenge After Medivation's Xtandi [View article]
    Obviously, the results were very positive (especially those for administering both simultaneously). There is no question in my mind that combinational therapy is the key to the treatment of cancer in general and PCa in particular. I'm extremely anxious to see the company initiate their trial combining Provenge with Xtandi, given the latter does not require co-administration with prednisone.

    Ted

    SEATTLE--(BUSINESS WIRE)-- September 27, 2013 — Dendreon Corporation (NASDAQ: DNDN) announced today the presentation of data from clinical studies featuring PROVENGE® (sipuleucel-T), an autologous cellular immunotherapy for metastatic castrate-resistant prostate cancer (mCRPC), at the 2013 European Cancer Congress in Amsterdam, September 27-October 1, 2013. Preliminary Phase II data surrounding DN24-02, an investigational autologous cellular immunotherapy for patients with surgically resected HER2+ urothelial cancer, will also be presented.

    Preliminary data from a Phase II combination study demonstrated that PROVENGE product potency and immunological prime-boost responses are maintained when administered concurrently or sequentially with abiraterone acetate (AA) plus prednisone. Additionally, preliminary data from an ongoing open-label study of PROVENGE treatment in men with mCRPC who were previously treated with PROVENGE in the androgen dependent prostate cancer (ADPC) setting suggest long-lived immunological memory to PROVENGE years following initial treatment.

    "The data presented at this Congress surrounding PROVENGE and DN24-02 further our understanding of the potential benefits of these personalized immunotherapies," said Mark Frohlich, M.D., executive vice president of research and development and chief medical officer at Dendreon. "The ability to sequence treatments such as PROVENGE with other therapies has the potential to transform the treatment of advanced prostate cancer, particularly in the current oncology landscape with the encouraging results from immunotherapy combination regimens."

    http://bit.ly/194mNkR
    Sep 27, 2013. 06:01 PM | Likes Like |Link to Comment
  • Dendreon's Provenge: A Major Focus At The European Cancer Congress 2013 [View article]
    I assume you are discussing the European conference. Information related to the papers the company presented are available online.

    I'm not sure to what 'predictions or bluffs' you refer. The Street has issued a variety of analyses for the company. Most focus on the debt overhang and issues related to the company's struggle with reducing their cost of goods sold (COGS).

    Finally, I had not intended to write about DNDN again until there was significant trial news or something related to the announcement of a partnership in Europe.

    Ted
    Sep 27, 2013. 05:56 PM | Likes Like |Link to Comment
  • Dendreon's Provenge: A Major Focus At The European Cancer Congress 2013 [View article]
    One man's struggle with PCa:

    http://bit.ly/1bb394S
    Sep 26, 2013. 09:12 PM | 1 Like Like |Link to Comment
  • Vical's Herpes Vaccine: An Update [View article]
    If the CMV and/or herpes trials are a success, I would expect there is a possibility the company would be bought out, perhaps by Astellas. So, to your question...perhaps a target in the $5-7 range is reasonable. But that's a WAG, to be sure, at this point. We have a long way to go, yet.

    Ted

    http://bit.ly/17556zh
    Sep 26, 2013. 03:28 PM | Likes Like |Link to Comment
  • Dynavax: Assembling The A-Team [View article]
    Thanks, risk! I appreciate your stopping by.

    Ted
    Sep 25, 2013. 08:22 AM | Likes Like |Link to Comment
  • Dynavax: Assembling The A-Team [View article]
    I, personally, would start selling some of my shares at around $5.
    Sep 25, 2013. 08:21 AM | Likes Like |Link to Comment
COMMENTS STATS
1,909 Comments
1,426 Likes