Highlighting A New Report on Dendritic Cell Cancer VaccinesNorthwest Biotherapeutics’ (NWBO) DCVax-L and ImmunoCellular Therapeutics’ ICT-107 are dendritic cell cancer vaccines that are in phase II trials for… There are Good Reasons to Remain Positive on Dendreon (DNDN, $11.14)When I was in high school I played the trombone in the marching band. I could never stay in step,… Dendreon Turns Reins Over to New CEOKey Points Dendreon has made a sweeping change in management by bringing in John Johnson, who was serving as a board… Dendreon Turns Reins Over to New CEO (DNDN, $14.18)Key Points New Scientific Abstact Suggests That Median Overall Survival for Provenge is 7.8 Months, Not 4.1 (DNDN, $14.09)Conclusions Quarterly Sales Show That Both Provenge and Zytiga Are Doing Very Well (DNDN, $13.58)Investment Conclusion Upgrading Dendreon To Buy (DNDN, $6.55)Introduction Are Investors So Pessimistic On Provenge That They Are Ignoring Some Positive Trends (DNDN, $8.78)Key Investment Issues Physician Survey on Provenge is Encouraging, Upgrading Dendreon to Buy (DNDN, $6.55))Introduction Management Guidance On Issues Key to Provenge's Outlook (DNDN, $9.00)Investment Opinion How Effective is Provenge (DNDN, $12.15)A criticism that is heard over and over from lay people is that Provenge provides only marginal benefit with an… Previewing Dendreon's 2Q Results to be Reported on August 3: It's All About Provenge (DNDN, $36.13)Dendreon is scheduled to report second quarter results on August 3 and will hold a conference call at 4:30 to… Provenge Receives Final CMS Reimbursement Approval (DNDN, $41.40)CMS Approval Removes Investor Concern Preview of 1Q, 2011 (DNDN, $41.78)Dendreon will be hosting its first quarter conference call on May 2, 2011 at 4:30 EST. I anticipate that Provenge… CMS May Issue Provenge Reimbursement Decision on March 31 (DNDN, $32.92)CMS may issue on March 31, its draft guidance for the national coverage analysis of Provenge for use in asymptomatic… Highlights of 1Q, 2011 (DNDN, $42.81)Summary and Stock Opinion Manufacturing and Logistics Issues (DNDN, $32.57)Dendreon intends to increase manufactruing capacity in 2011 to ten times the level of December 31, 2010. This should be… Initiating Coverage With A Buy (DNDN, $34.98)I am recommending puchase of Dendreon. The investment thesis is almost entirely dependent on the success of Provenge. Provenge's European Opportunity (DNDN, $33.59)The European Union represents a large pool of hormone resistant prostate cancer patients and could be a commercial opportunity for… Interview with Two Key Opinion Leaders In Prostate Cancer About Provenge (DNDN, $35.89)I spoke with two key opinion prostate cancer opinion leaders about their views on the potential for Dendreon's Provenge. 2011 Is The Crucial Year for Provenge and Dendreon (DNDN, $34.59)Summary and Overview |