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  • Dendreon (DNDN -1.6%) slips after Maxim downgraded the shares to Sell today, citing concerns over Provenge sales. The firm also lowers its price target to $4.00.  [View news story]
    Ted, thanks again for all the killer articles, comments, and so on. Can't believe how much DNDN's stock price was beaten up this week. Anyway, I share the same feeling on the Maxim downgrade.
    Absolutely love the science behind DNDN. Would think stock price would get it together at some point. Look forward to next week's CHMP date and early indication on EU approval. Finally, earnings call, too.
    Thanks again.
    Feb 16, 2013. 12:55 AM | Likes Like |Link to Comment
  • Is Celldex Worth The Risk In 2013?  [View article]
    Best Buys & Retiredpharma, great articles to you both. Looks like oversubscribed secondary offering wasn't enough for everyone. The stock continues to climb after the offering. Think those who couldn't get in on secondary are buying in regular market post offering.
    I have a really good feeling CLDX might be multi-billion dollar company someday. It's worth every bit the $8.00+ at today's close.
    Look forward to GBM drug Rindopepimut being approved.
    Feb 15, 2013. 12:57 AM | Likes Like |Link to Comment
  • 2013 GU: Dendreon's Provenge Can Be Co-Administered With Johnson & Johnson's Zytiga  [View article]
    Hi Ted, thanks again for your incredible writings. Abstract 148 was by far the most interesting to me.
    Feb 13, 2013. 04:51 PM | Likes Like |Link to Comment
  • Dendreon's Provenge: New Opinion On Sequencing Agents Released  [View article]
    Ted, Your articles are nothing short of amazing! Reading them and your comments has really helped me understand DNDN. So glad I started a new position after Giancarlo's article. Look forward to re-education with Dendreon.
    Mariano Pazzaglia
    Feb 13, 2013. 01:46 AM | Likes Like |Link to Comment
  • Bright Horizons For Dendreon  [View article]
    Your SA article lit a fire under DNDN! Things are looking up. Cantor Fitzgerald upped their target to $7 with previous sale expectations for Provenge being too low. Dendreon's restructuring and possible EU approval coming. The company is set to turn a profit. Ongoing six phase 2 and phase 3 trials. Research on new drug, Neuvenge.
    Brighter horizons are ahead for DNDN.
    Thanks again for the wonderful, enlightening artcle.
    Grazie, per il tuo articolo.
    Mariano Pazzaglia
    Feb 10, 2013. 12:03 AM | Likes Like |Link to Comment
  • Is Celldex Worth The Risk In 2013?  [View article]
    I second jg1945. Nice read. intelligent, well written. Detailed and organized.
    Feb 8, 2013. 05:24 AM | Likes Like |Link to Comment
  • Trius Therapeutics: Takeover Candidate In 2013  [View article]
    Bob, nice article. Looks like 2013 should be good year for TSRX. Beginning of 2012, with all the Soffinova selling, etc, put a long hold on the stock price. Nice to get that stuff out of the way. I guess VC money needs to move on. Anyway, like previous commenter said, sales will eventually take place and the stock is worth a lot more than $200M. Eventual Bayer buyout fits well.
    Would be nice to see how GyraseB & MurB/ParE are coming along.
    Thanks again,
    Feb 8, 2013. 02:05 AM | Likes Like |Link to Comment
  • Bright Horizons For Dendreon  [View article]
    Giancarlo, your write-up is excellent. DNDN looks really interesting to start a position. I think the immunotherapy is the way to go. Where did you learn to write such good English? Posso parlare solo un po della lingua italiana.
    Feb 6, 2013. 01:38 AM | Likes Like |Link to Comment