Sonia Mirza

Dendreon: Provenge's Shortcomings Have the Shorts Coming

Christian - are you straddling or something slightly more exotic?

Merely curious...quite a large straddle if that's all it is...
And if I may ask what is your T?

Cheers!

Clarifying the Issues Surrounding Dendreon's Provenge

Need more contributions like yours on SA!

Kudos & thank you!

How Would Warren Buffett Value Dendreon?

how about 60% or 70% (cost) for the 1st year or two, and diminishing thereafter, perhaps even at 40% in the terminal year? Not sure whether it would remain a constant 50% for all years in the model. Just an idea for you to improve it and hone in...

How Would Warren Buffett Value Dendreon?

Fantastic. It's good to see someone putting a DCF out here! Kudos to you!

I had DNDN on my radar since December 2006 (yes it came to me in a dream much like the structure of Benzene did to that famous scientist), but I was an oaf, and am now regretting it!

Glad you put this in, because it's what I was going to question: "...because Provenge requires a higher cost to produce than the typical drug – Dr. Hall states that Provenge is “custom made for each individual patient with their own cells.”

The only thing that remains - what discount rate/factor have you used?

Cheers!