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Giancarlo Nicoli
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I work as a community pharmacist and I work and live in Northern Italy. My interests are not limited to: dividend and biotechnology investing. Jan 2015 update: I recently took charge of my family business, so I have less time to write.
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  • Dendreon: Provenge should be given as soon as possible. 6 comments
    Mar 24, 2012 1:49 PM | about stocks: DNDN
    Today's Instablog is more like a call for readers' stories.

    I got a comment a while back from Lawrence Marc-Aurele:

    Provenge is only given to prostate cancer (PC) patients who are advanced and in poor health. The goal should be to give it to men who have PC, but want to avoid becoming advanced. Most men with PC, if given an option, would want to try something like Provenge first, before doing surgery, ADT, radiation or chemo. Requiring men to be in bad shape before they even qualify for a clinical trial is counter-productive. Men are dying and/or suffering side effects from harsh treatments. No one is talking about this. I was am because 3 years ago, I was denied access to a Provenge clinical trial in NYC on the basis of 'being too healthy'. 4 operations in the past year, plus a PSA of 150 tell me I may die waiting for Provenge. Many men are in the same boat. Neither Dendreon or the FDA seem to care.
    Also today on Investor Village (IV) a poster said:
    The only thing I can say with exact knowledge is that if you're dealing with PC, Provenge is the best solution compared to the existing other potential treatments. My urologist would like to put me on Provenge but I'm not sick enough yet. I guess when I'm closer to death I'll be allowed to get Provenge. Thanks FDA. I will probably cost $300,000 to my insurance company before I can be put on Provenge. Great deal for both my insurance company and myself.
    We do know that Provenge is an immunotherapy. As Provenge trains one's immune system to deal with Prostate Cancer (PC), you would want to administer it when the immune system is healthier. I believe it is reasonable to assume that the earlier it is administered, the better.

    Do you have stories, like the two above, that you do want to share? I'd like to write an article with your help.

    Disclosure: I am long DNDN.

    Additional disclosure: I am long DNDN and will not alter my position within 72 hours of the time of publication of this article.

    Stocks: DNDN
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Comments (6)
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  • michelodu
    , contributor
    Comments (41) | Send Message
    Just wondering if this is still true. Is the label indication for Provenge being extended?
    29 Nov 2013, 08:46 AM Reply Like
  • Giancarlo Nicoli
    , contributor
    Comments (156) | Send Message
    Author’s reply » Not in the USA.


    DNDN got a somewhat extended label in the European Union due to the fact that DNDN showed new, more compelling data wrt efficacy at earlier states of the disease.
    I'll follow up on that as I live in Italy and I'll have first-hand news.


    DNDN needs new clinical data in the USA to obtain an extended label from the FDA. It will take time.
    2 Dec 2013, 05:40 AM Reply Like
  • michelodu
    , contributor
    Comments (41) | Send Message
    Hi Giancarlo,


    thanks for your kind reply. This is a nice development. It looks like using the larger label in Europe could lead to profitability and help pay for US studies that could lead to expansion in the US. I like this idea of using geographically distributed market to bootstrap the company to profitability.


    I'm looking to buy back into DNDN over the next few months.


    2 Dec 2013, 12:53 PM Reply Like
  • McBride
    , contributor
    Comments (410) | Send Message
    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.
    2 Dec 2013, 10:44 AM Reply Like
  • Quantum Investing
    , contributor
    Comments (115) | Send Message
    It is really unfortunate that Provenge is not able to be prescribed during the earliest stages of prostate cancer. It would likely prevent / delay development of mCRPC. There needs to be more clinical studies to demonstrate the impact of Provenge on extending life when it's used as a treatment during the earliest stages of prostate cancer.
    29 Jan 2014, 09:18 AM Reply Like
  • McBride
    , contributor
    Comments (410) | Send Message
    I absolutely agree. If big pharma buys DNDN they may be able to go down that road.
    3 Feb 2014, 08:32 AM Reply Like
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