f****X
发帖数: 64 | 1 DNDN的问题很复杂， Matthew Herper的这篇文章很值的参考一下
How many patients actually want to take Provenge, and how many doctors want
to prescribe it?
No one has a good answer.
The new problem facing Provenge, which Dendreon is calling “cost density,”
would certainly explain what went wrong in the quarter. Not only is
Provenge very expensive ($93,000 per patient), but doctors must outlay all
this cost themselves until Medicare or insurance companies pay them back.
David Miller of Biotech Stock Research, a longtime... 阅读全帖 |
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p********m
发帖数: 93 | 2 Goldman comment
November 16, 2011
COMMENT
Dendreon Corporation (DNDN) $7.21
Positive takeaways from a call on Provenge with a leading urologist
We hosted a call today with a urologist, who is a leader in the Large
Urology Group Practice Associations (LUGPAs; 10+ urologists), to discuss the
evolving prostate cancer landscape, with a focus on Provenge. LUGPA
represent nearly 20% of the US urologists. We have previously identified
the LUGPAs as a key target for potentially increasing Provenge use g... 阅读全帖 |
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y*****l
发帖数: 5997 | 3 大盘大跌 + debt ceiling + DNDN大跌.
How Dendreon Can Fix Its Broken Relationship With Wall Street
By David Miller Aug 04, 2011 20:00 pm
http://www.minyanville.com/businessmarkets/articles/health-care
Dendreon (DNDN) is down hugely this morning on last night's earnings miss
and guidance rescission. The NASDAQ Biotech Index (^NBI) and associated ETF
(IBB) are down also. This is not a good day for the biotech sector, as the
reimbursement issues faced by Dendreon seem, at the 10,000-foot level, to
fit wit... 阅读全帖 |
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t**u
发帖数: 1572 | 4 http://seekingalpha.com/article/286770-dendreon-s-plunge-no-sho
Dendreon (DNDN) shares have been absolutely decimated in the past month,
with shares falling almost 75% from $40 at this point last month to $10.37
as of this writing. The majority of the loss came as the market digested the
company's latest disastrous earnings report, which included a huge revenue
miss and a removal of the company's previous revenue guidance. Analysts
punished the company with a wave of downgrades, and the stock co... 阅读全帖 |
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O****L
发帖数: 3353 | 5 A Medicare advisory panel is scheduled to vote tomorrow on whether to accept
Dendreon Corporation's (NASDAQ:DNDN) prostate cancer drug, Provenge. The
fate of the company - and certainly its stock price - hangs (in the near
term) in the balance of this decision. While the panel is supposed to
consider only whether Dendreon has produced sufficient evidence proving that
Provenge extends patients' lives, many have doubted approval based on the
price tag.
The drug, Dendreon's only product, costs a wh... 阅读全帖 |
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O**I
发帖数: 776 | 6 【 以下文字转载自 pennystock 俱乐部 】
发信人: OSCI (TX), 信区: pennystock
标 题: FDA Drug Approvals in 2011
发信站: BBS 未名空间站 (Sat Jan 8 17:29:50 2011, 美东)
http://www.thestreet.com/story/10944267/1/biotech-calendar-fda-
BOSTON (TheStreet) -- An early Christmas present for biotech investors: The
first (overstuffed) FDA drug approval calendar of 2011.
More from Adam Feuerstein
Dendreon Bringing Provenge to EuropeBiotech Stock Mailbag: Best Stocks to
Watch in '11Merck Beats Vertex to FDA Hep C Filing
Market Activity
... 阅读全帖 |
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O**I
发帖数: 776 | 7 http://www.thestreet.com/story/10944267/1/biotech-calendar-fda-
BOSTON (TheStreet) -- An early Christmas present for biotech investors: The
first (overstuffed) FDA drug approval calendar of 2011.
More from Adam Feuerstein
Dendreon Bringing Provenge to EuropeBiotech Stock Mailbag: Best Stocks to
Watch in '11Merck Beats Vertex to FDA Hep C Filing
Market Activity
Orexigen Therapeutics Inc.| OREX
DOWN
Dendreon Corporation| DNDN
InterMune Inc.| ITMN
For easy reference, I've organized this regulatory ... 阅读全帖 |
|
O**I
发帖数: 776 | 8 http://www.thestreet.com/story/10944267/1/biotech-calendar-fda-
BOSTON (TheStreet) -- An early Christmas present for biotech investors: The
first (overstuffed) FDA drug approval calendar of 2011.
More from Adam Feuerstein
Dendreon Bringing Provenge to EuropeBiotech Stock Mailbag: Best Stocks to
Watch in '11Merck Beats Vertex to FDA Hep C Filing
Market Activity
Orexigen Therapeutics Inc.| OREX
DOWN
Dendreon Corporation| DNDN
InterMune Inc.| ITMN
For easy reference, I've organized this regulatory ... 阅读全帖 |
|
y*****l
发帖数: 5997 | 9 11:55 Do you think there is > 50% chance someone buys HGSI in next 12 mos.?
Yes
( 68% )No
( 32% )
Thursday October 20, 2011 11:55
11:56 adam feuerstein: Hello! Welcome to the October edition of Biotech
Stock Live Chat.
Thursday October 20, 2011 11:56 adam feuerstein
12:02 adam feuerstein: hi everyone
Thursday October 20, 2011 12:02 adam feuerstein
12:02 adam feuerstein: I'll get started in a minute or so, let folks log in
.
Thursday October 20, 2011 12:02 adam feuerstein
12:02 adam feuers... 阅读全帖 |
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c***s
发帖数: 70028 | 10 树突细胞
当细胞毒T细胞上的PD-1分子与抗体结合时，免疫细胞能够识别肿瘤细胞，从而对其进行杀伤，图片节选自Nature Video
30日，美国洛克菲勒大学的免疫学家和细胞生物学家拉尔夫·斯坦曼（Ralph Steinman）罹患胰腺癌逝世。
未料，3天后，诺贝奖委员会宣布斯坦曼获得当年生理学或医学奖一半的奖金，以表扬他“发现树突状细胞和其在后天免疫中的作用”。因诺贝尔委员会维持授奖的决定，斯坦曼成为史无前例的唯一一位过世后获诺贝尔奖的学者。
斯坦曼是树突细胞(Dendritic Cell，树突状细胞，简称DC细胞)的最早发现者，晚年致力于基于树突细胞的肿瘤疫苗的研发。他还利用自己研发的疫苗成功地将生命延长了4年，原本他生命最后的时间被医生认为只有一年。
这种方法与魏则西最后接受的DC-CIK疗法类似。
事实上，斯坦曼生前也知道，该疗法对有些人有效，而对另一些则可能无效。所以利用该疗法治疗肿瘤患者，需要加以选择。
DC-CIK疗法的原理是什么，是否如一些医院大肆宣扬的那般有效？实际临床治疗又存在哪些问题？如何理性看待远未成熟的免疫治疗技术？《知识分子》就此专访了清华大学医学院千人计划... 阅读全帖 |
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X*****s
发帖数: 2767 | 11 YMYD。这里也是回答samma的问题。
DNDN的股价直接和药PROVENGE的销售额相关，所以直接去公司网站查前3个quarter的ER，
1.Net revenue for the quarter ended June 30, 2011 was $49.6 million
2.Net revenue for the quarter ended September 30, 2011 was $64.3 million
Announced approximately $66 million in gross PROVENGE sales in the third
quarter
3. Product revenue for the fourth quarter of 2011 was $77 million
Net income in the fourth quarter of 2011 was $38.1 million or $0.26 per
share, compared to a net loss of $91.8 million, or $0.64 per share, ... 阅读全帖 |
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w*******0
发帖数: 13 | 13 BOSTON (TheStreet) -- An early Christmas present for biotech investors: The
first (overstuffed) FDA drug approval calendar of 2011.
For easy reference, I've organized this regulatory calendar in chronological
order based on the drug approval decision date. I've also included
information on pending FDA advisory panels. At the end of the calendar is a
list of companies with potential regulatory milestones in 2011 based on
expected but not yet completed drug approval filings.
In all, this calendar ... 阅读全帖 |
|
w*******0
发帖数: 13 | 14 BOSTON (TheStreet) -- An early Christmas present for biotech investors: The
first (overstuffed) FDA drug approval calendar of 2011.
For easy reference, I've organized this regulatory calendar in chronological
order based on the drug approval decision date. I've also included
information on pending FDA advisory panels. At the end of the calendar is a
list of companies with potential regulatory milestones in 2011 based on
expected but not yet completed drug approval filings.
In all, this calendar ... 阅读全帖 |
|
y*****l
发帖数: 5997 | 15 http://www.thestreet.com/story/11016605/1/biotech-calendars-201
By Adam Feuerstein 02/22/11 - 07:36 AM ES
Stock quotes in this article:HGSI, OPTR, XNPT, SPPI, DRRX, PATH
BOSTON (TheStreet) -- I've updated the 2011 FDA drug approval calendar.
For easy reference, I've organized this regulatory calendar in chronological
order based on the drug approval decision date. I've also included
information on pending FDA advisory panels. At the end of the calendar is a
list of companies with potential regul... 阅读全帖 |
|
l****z
发帖数: 29846 | 16 https://www.judicialwatch.org/corrupt-politicians-lists/washingtons-ten-most
-wanted-corrupt-politicians-for-2011/
Judicial Watch, the public interest group that investigates and prosecutes
government corruption, today released its 2011 list of Washington’s “Ten
Most Wanted Corrupt Politicians.” The list, in alphabetical order, includes:
Rep. Spencer Bachus (R-AL)
Former Senator John Ensign (R-NV)
Rep. Alcee Hastings (D-FL)
Attorney General Eric Holder
Rep. Jesse Jackson, Jr. (D-IL)
President Ba... 阅读全帖 |
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g**p
发帖数: 32 | 17 I don't think the fundamentals of DNDN support a upside breakout. It's been
a year since the release of positive phase III data at AUA meeting last year
. That was the first catalyst. The recent FDA approval was the second
catalyst. The market potential of Provenge seems to be fully priced in by
now and I don't see any potential catalyst in the near future.
On the downside, market access/reimbursement is a big uncertainty for
Provenge because of the novelty and complexity of the product. Remembe |
|
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w****a
发帖数: 12 | 19 Biotech Calendar: 2011 FDA Drug Approvals
05/25/11
BOSTON (TheStreet) -- The 2011 FDA drug approval calendar has been updated.
For easier reference, this regulatory calendar is organized in chronological
order based on the drug approval decision date. Information on pending FDA
advisory panels is also included.
Optimer Pharmaceuticals(OPTR_)
Drug/indication: Dificid for Clostridium difficile infection
FDA approval decision date: May 30, 2011
GlaxoSmithKline(GSK_) and Valeant Pharmaceuticals(VRX_... 阅读全帖 |
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S*P
发帖数: 7575 | 20 有：
PROVENGE® (sipuleucel-T) is the first autologous cellular immunotherapy
to receive FDA approval for the treatment of asymptomatic or minimally
symptomatic metastatic castrate resistant prostate cancer. PROVENGE is
designed to induce an immune response against prostate cancer. |
|
p**********r
发帖数: 108 | 21 ☆─────────────────────────────────────☆
pray2008 (stock888) 于 (Sun Apr 11 22:47:41 2010, 美东) 提到:
http://gwestrookitraders.com/fdadates.html
☆─────────────────────────────────────☆
tanmaomao (坛猫猫) 于 (Mon Apr 12 10:03:52 2010, 美东) 提到:
Biotech Stocks Facing FDA Approval From April - October 2010
Cell Therapeutics (CTIC)
Drug/indication: Pixantrone for non-Hod1gkin's lymphoma
Approval decision date: April 23
An FDA advisory panel held on March 22 voted 9-0 to recommend against
approval of ... 阅读全帖 |
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y*****l
发帖数: 5997 | 22 http://www.thestreet.com/story/11131722/1/biotech-calendar-2011
Biotech Calendar: 2011 FDA Drug Approvals
By Adam Feuerstein 05/25/11
BOSTON (TheStreet) -- The 2011 FDA drug approval calendar has been updated.
For easier reference, this regulatory calendar is organized in chronological order based on the drug approval decision date. Information on pending FDA advisory panels is also included.
Optimer Pharmaceuticals(OPTR_)
Drug/indication: Dificid for Clostridium difficile infection
FDA approval... 阅读全帖 |
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y*****l
发帖数: 5997 | 23 http://www.thestreet.com/story/11131722/1/biotech-calendar-2011
Stock quotes in this article:SPPI, CTIC, TSPT, SGEN, ANX, PATH, OPTR
http://finviz.com/screener.ashx?v=341&t=SPPI,CTICD,TSPT,SGEN,AN
Biotech Calendar: 2011 FDA Drug Approvals
By Adam Feuerstein 05/25/11
BOSTON (TheStreet) -- The 2011 FDA drug approval calendar has been updated.
For easier reference, this regulatory calendar is organized in chronological
order based on the drug approval decision date. Information on pending FDA
advis... 阅读全帖 |
|
f**********g
发帖数: 2252 | 24 Dendreon and ADVENTRX Present Promising Pipelines
1 hours 36 minutes ago - Marketwire via Comtex
MarketwireCancer is projected to become the leading cause of death worldwide
this year by the World Health Organization, and has already emerged as the
most expensive disease -- costing the global economy nearly a trillion
dollars a year. With cancer drugs alone costing the United States more than
$30 million a year, it is clearly a lucrative sector for drug makers. The
Bedford Report examines the ou... 阅读全帖 |
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w*********7
发帖数: 2883 | 25 Faruqi & Faruqi, LLP Announces Investigation of Dendreon Corp.
11 minutes ago - BIZ via Comtex
BusinessWire
Faruqi & Faruqi, LLP, a national law firm concentrating on investor rights,
consumer rights and enforcement of federal antitrust laws, is investigating
potential wrongdoing at Dendreon Corp. ("Dendreon" or the "Company") (NASDAQ
federal securities laws in connection with statements made to the Company's
shareholders.
Request more information now by clicking here: www.faruqilaw.com/DNDN
Spe... 阅读全帖 |
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v**********m
发帖数: 5516 | 27 由于这个？
Dendreon Agrees to Sell VICTRELIS(TM) (boceprevir) Royalty Interest for $125
Million
SEATTLE, Dec 06, 2011 (BUSINESS WIRE) -- Dendreon Corporation DNDN -0.11%
today announced that it has agreed to sell for $125 million in cash its
royalty interest related to intellectual property licensed to Schering-
Plough Ltd. and Schering Corporation (collectively Schering, each now a
wholly owned subsidiary of Merck & Co., Inc.) and associated with VICTRELIS(
TM) (boceprevir), a treatment for chronic... 阅读全帖 |
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c***s
发帖数: 70028 | 28 “最低投资50-60万，找家有肿瘤科的医院，建个细胞培养实验室，每个病人4-6个疗程，至少得花15万到20多万，不到10个病人就可以收回投资，剩下的全是利润。”
找家关系好的医院，花几十万建个实验室，说服几十个癌症病人，一年就能挣到千万以上。仅仅七八年，免疫治疗这一利润高到常人无法想象的生意火遍中国，医院成为利润的最大攫取者。
在铺天盖地的广告宣传下，肿瘤免疫治疗是一项被许多癌症患者称为救命稻草的治疗方法：抽出病人的血液，在体外激活抗肿瘤的细胞并培养“一支狙杀癌细胞的军队”，再回输到患者体内。也是一项部分患者的最后一搏：在手术、化疗、放疗后仍无缓解或癌症复发时，筹集重金为生存争取最后一线希望。
然而，中国目前广泛采用的细胞免疫疗法（DC\CIK\DC-CIK等），与欧美等发达国家的免疫疗法存在技术路线上的巨大差别。
“大陆的自体血回输如DC、CIK等根本不是目前国际上认可的免疫治疗，也没有被任何一个国家批准临床治疗。” 台北林口长庚医院肿瘤科副教授张文震告诉21世纪经济报道记者。多位肿瘤免疫专家与其观点基本一致。
但这一疗效不明、国外基本放弃、未经审批的疗法，却早已纳入各地医保并用于临... 阅读全帖 |
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S*********n
发帖数: 3939 | 29 袁亚非疯狂并购后遗症 三胞400亿债务危机终爆发
大摩财经 2018-07-30
曾大举在海外并购的三胞集团，终于也到了爆雷时刻。
7月23日至今，三胞集团先是债券大跌后停牌，然后被曝出融资资管计划公开违约、被
法院列入执行人名单，信用等级下调，陷入流动性危机。
三胞集团是江苏南京的明星企业，旗下多家上市公司，近年来资本运作颇为频繁。三胞
集团的核心是投资控股，自2014年起，其先后在国外收购英国百货公司HoF、美国零售
品牌Brookstone、生物医药公司Dendreon等公司；三胞集团在国内还先后收购拉手网、
麦考林、乐语通讯等公司。
三胞集团的危机在今年6月已有先兆。三胞集团旗下上市公司南京新百（600682.SH）自
6月21日起，连续8个交易日跌停，股价惨遭腰斩。另一家核心上市公司宏图高科（
600122.SH）自6月15日起则以重大重组名义停牌。
三胞集团持有宏图高科21.46%、南京新百27.32%的股权，为实际控制人。为了增强市场
信心，三胞集团实控人（持股97.5%）袁亚非今年2月还向市场承诺半年内将增持宏图高
科，结果到了7月增持也还没有进展。
由于资金紧张，三胞... 阅读全帖 |
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f*******e
发帖数: 603 | 30 since you are in professional field with prostate cancer, what do you think
of dndn's new drug Provenge, I was told if fda approve this drug, this stock
will go to $100, but since it already run up so much, I am hesitate to buy
now. |
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b*****h
发帖数: 783 | 31 dndn现在已经热的发紫了
还记不记的当年还有一个和dndn－Provenge做类似的公司，cege－GVAX，后来临床运气
不好,破产卖给了bpax，bpax现在也在继续开发GVAX免疫治疗， |
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S****r
发帖数: 472 | 32 Not sure, if it is, won't last long. $65 is almost price perfection.
My quick calculation (FA) on what DNDN should worth:
There is 28,000 PC patient died each year in the US, assume half of them
could use the treatment.
Assume the Provenge is priced at $70K per annual treatment (may be higher or
lower, but should be comparable to current standard cost)
So DNDN annual sale should reach 28000/2*70000 or roughly 1 bln. Give DNDN
50% margin and 140 mil potential outstanding shares. The eps will be $ |
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l*******r
发帖数: 3799 | 33 AFIK, the first one should be Cervarix, which is approved last Oct. But
Provenge should be the first one for
prostate cancer. |
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c****x
发帖数: 127 | 34 Wrong, Cervarix is a preventive cancer vaccine, Provenge is the first
therapeutic cancer vaccine. Big difference! |
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O****L
发帖数: 3353 | 35 Dendreon Pricing Comes in Higher-than-Expected
Dendreon Corporation (DNDN, Free Analysis), a biotechnology company focused
on cancer treatments, saw its shares jump sharply higher in early trading
after confirming approval of Provenge by the FDA and saying that its pricing
point would be around $93,000 annually, which is much higher than many
analysts were expecting.
As a result, some analysts are projecting hefty profits for the biotech firm
, ranging from $1.1 billion in 2014 to $4.3 billion b |
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c****x
发帖数: 127 | 36 Roche(Genentech) is rumored to be #1 buyer. SNY is rumored to be #2 as
Provenge will displace Taxoter. |
|
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m*****i
发帖数: 4342 | 38 Prostate Cancel treatment comparison.
Provenge has very little side effect. |
|
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l*****u
发帖数: 180 | 40 After market +2.7% to 36.43 le, good call.
Dendreon Corp. (NASDAQ: DNDN) 2.7% HIGHER; will host a conference call
tomorrow morning (9AM) to provide updates on U.S. commercialization progress
, European strategy for PROVENGE, and pipeline progress. |
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y**a
发帖数: 143 | 41 DNDN AH trading is pretty active. PPS is only up 2%. Tomorrow will be an
interesting day. |
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y********o
发帖数: 1588 | 43 昨天盘后36.3买的，早上盘前38.3卖了。lol，谢谢 |
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l*********1
发帖数: 517 | 44 NEW YORK (Dow Jones)--Dendreon Corp. (DNDN) said sales of its controversial
prostate cancer drug Provenge are growing slower than expected because
doctors aren't comfortable with the complex task of getting reimbursed for
the expensive treatment. As a result, the Seattle drug maker withdrew its
sales expectations for the year and announced plans to cut jobs. Shares of
Dendreon fell 62% to $13.66 in after-hours trading Thursday. |
|
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c*****l
发帖数: 739 | 46 Dendreon has been one of the worst-performing biotech stocks over the last
two years amid reimbursement issues for its Provenge prostate cancer drug
and other problems, but Bernstein said Friday that interviews with the drug
’s “busiest prescribers” showed they are not only increasing their use
but recruiting others to use the product as well. With that, Bernstein
forecasted “slow but steady revenue growth” for Dendreon and said it sees
signs the “progressive disaster” at the company could be co... 阅读全帖 |
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C********1
发帖数: 5281 | 47 PROVENGE (sipuleucel-T)是什么时候拿到药证的？ |
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c*****d
发帖数: 164 | 48 DNDN has a shitty prostate cancerdrug. Nobody uses it.
New better oral drugs coming out fast.
Provenge is a joke.
I do not think anybody in the right mind will buy it. |
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y****o
发帖数: 666 | 49 烙印枪手在sa上pump
Availability of Provenge in Europe will drive Dendreon’s sales higher.
The approval of the automation process will help Dendreon improve margins
and grow sales.
The market for prostate cancer is expected to grow at a good pace, giving
Dendreon room for growth. |
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H*******e
发帖数: 726 | 50 最近FDA批了一个新药叫Provenge. 是给晚期Prostate cancer patients用的. 可能对
早期的前列腺癌病人也有帮助。不是化疗，是提高免疫功能，副作用极少。
Bless |
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