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Expert Financial Analysis and Reporting

Highlighting A New Report on Dendritic Cell Cancer Vaccines

Northwest Biotherapeutics’ (NWBO) DCVax-L and ImmunoCellular Therapeutics’ ICT-107 are dendritic cell cancer vaccines that are in phase II trials for…
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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,…
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Dendreon Turns Reins Over to New CEO

Key Points

Dendreon has made a sweeping change in management by bringing in John Johnson, who was serving as a board…
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Dendreon Turns Reins Over to New CEO (DNDN, $14.18)

Key Points
Dendreon has made a sweeping change in management by bringing in John Johnson, who was serving as a board…
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New Scientific Abstact Suggests That Median Overall Survival for Provenge is 7.8 Months, Not 4.1 (DNDN, $14.09)

Conclusions
I think that most physicians and investors were aware that the analysis of Dendreon's (DNDN) Provenge in the Phase III IMPACT…
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Quarterly Sales Show That Both Provenge and Zytiga Are Doing Very Well (DNDN, $13.58)

Investment Conclusion
Both Zytiga and Provenge have had very successful launches in the US. Fears that Zytiga would negatively impact sales…
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Upgrading Dendreon To Buy (DNDN, $6.55)

Introduction
Over the last few months, I have been speaking to physicians and researchers who are using and studying Provenge. Based…
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Are Investors So Pessimistic On Provenge That They Are Ignoring Some Positive Trends (DNDN, $8.78)

Key Investment Issues
Investment sentiment on Dendreon has deteriorated so much that investors seem to be only focusing on what has…
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Physician Survey on Provenge is Encouraging, Upgrading Dendreon to Buy (DNDN, $6.55))

Introduction
Over the last few months, I have been speaking to physicians and researchers who are using and studying Provenge. Based…
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Management Guidance On Issues Key to Provenge's Outlook (DNDN, $9.00)

Investment Opinion
In the aftermath of the 70% meltdown in the price of Dendreon stock caused by sharp lowering in expected…
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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…
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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…
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Provenge Receives Final CMS Reimbursement Approval (DNDN, $41.40)

CMS Approval Removes Investor Concern
CMS issued its final national coverage decision on Provenge yesterday and confirmed the preliminary decision that…
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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…
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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…
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Highlights of 1Q, 2011 (DNDN, $42.81)

Summary and Stock Opinion
The 1Q sales of Provenge were exactly in line with my estimate of $28 million. There was…
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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…
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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.
 
Summary and Overview
Dendreon…
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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…
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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.
 
Investment Issues…
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2011 Is The Crucial Year for Provenge and Dendreon (DNDN, $34.59)

Summary and Overview
Dendreon began the marketing of Provenge, its cancer vaccine for prostate cancer in May of 2010. Enthusiasm following…
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