Dendreon...mit Provenge das erste Vaccin zur Krebstherapie? - 500 Beiträge pro Seite (Seite 15)

[GuHu1]

Antwort auf Beitrag Nr.: 37.635.047 von Magnetfeldfredy am 23.07.09 19:48:29

http://www.investorvillage.com/smbd.asp?mb=971&mn=291639&pt=…

Re: I just got an (email) back from Jennifer (IR) ... fwiw
Hi (OOS)-
Thanks for your message. It's quite public that we are seeking an ex-US partner to market PROVENGE, but we have not provided any updates regarding our progress other than to say that we are in discussions with potential partners. Sorry I can't be more specific, but I hope this helps.

Hope you're enjoying a nice summer!

Best regards,
-Jennifer
_____________________________
Jennifer Cook Williams
Investor Relations
Dendreon Corporation
[phone]
[e-mail]

My question "was there any truth to the JPM rumor?"

_________

http://www.investorvillage.com/smbd.asp?mb=971&mn=291414&pt=…

What is a ROW Merger Advisor's job?

1. Get everyone on the same page internally first.

a. Educate each board member what are the steps to selecting a ROW partner.
b. Create ROW teams.
c. Assign jobs like review of due deligence of legal docs, employee/interfaces, technical issues, data sharing issues, HR issues, and profit splitting issues.

2. Implement a work program to bring in various suitors that might be interested.

a. Discuss each major player and their current position / appetite for merging.
b. Discuss flaws and weaknesses of each player so each board member knows the dirt before the deal.
c. Discuss the ROW climate from their standpoint. Qualify the suitors.

3. Establish a criterion by which to evaluate a ROW proposal.

a. Educate all board members as to the process of identifying proposal value.
b. Establish a Morgan Model for data input.
c. Cut through the BS in each proposal.

4. Work with External Auditors to ensure their concerns are addressed so that no aspects of the deal will trigger an unwanted tax event.

a. establish a model with Auditors that can model proposals and produce a decent and accurate proforma with emphasis on statements.
b. work with CFO's office to implement such models.

5. Work with DNDN's external counsel so that all major legal documents are prepared for the deal.

In summary....

The Advisory Role is to set up the Board with knowledge, ensure that functioning teams go through their due diligence, properly evaluate offers, and work side by side with Dendreon Employees to implement the Dendreon's Board of Directors decisions. Then, the Advisor will be able to say that the deal is best deal possible under the circumstances, blah, blah, blah.

Let me close this by wishing Mitch, Greg, Richard and all the other executives of Dendreon, the very best of health, luck and a great set of suitors to become ROW partners. This is going to be a whole lot of work and they'll need all the luck they luck we can give them.

[glaubehoffnung]

Interessante Frage: Was wohl DNDN nem Aufkäufer iMo wert sein müsste, wenn Medarex schon nen 90-%-Aufschlag brachte!?

[MrBean07]

Antwort auf Beitrag Nr.: 37.655.249 von glaubehoffnung am 27.07.09 20:39:53

die 90% bezogen auf sehr tiefe Kurse bei Medarex sind kein Schnäppchen für Langzeitanleger gewesen, sondern eine verlustreiche Abfindung. Die ersten Klagen laufen schon.

Auf Dendreon kann man da kaum Rückschlüsse ziehen, die befindet sich bereits auf sehr hohem Niveau, da ist alles eingepreist.

[glaubehoffnung]

Antwort auf Beitrag Nr.: 37.655.393 von MrBean07 am 27.07.09 21:00:08

Ganz sicher nicht!

[bluesrock]

bin zwar bei dendreon nicht investiert, wer aber aber an einer ähnlich vielversprechenden erfolgsstory interesiert ist, schaue sich mal polymedyx ( pymx) an.

weiterhin viel erfolg
grüße

bluesrock

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 37.683.300 von bluesrock am 31.07.09 04:46:32

Monday, August 3, 2009, 10:32am EDT | Modified: Monday, August 3, 2009, 10:36am
Clark Atlanta, Ga. Tech team up on cancer centerAtlanta Business Chronicle - by Urvaksh Karkaria Staff Writer
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Bill Todd, CEO of the Georgia Cancer Coalition.
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Atlanta will soon get a high-tech cancer research institute aimed at beating prostate cancer.

Clark Atlanta University will team up with Georgia Tech to launch the Collaborative Cancer Genomics Center, a state-of-the-art $5 million gene sequencing facility at Clark Atlanta.

The partnership, between Clark Atlanta's Center for Cancer Research and Therapeutic Development (CCRTD) and Georgia Tech's Integrative Cancer Research Center (ICRC), will focus on understanding the underlying causes of prostate, ovarian, pancreatic and lung cancers.

An announcement about the new center is expected Wednesday

The roughly 20,000-square-foot genomics center will help researchers find a biomarker to help effectively screen for prostate cancers, said Bill Todd, CEO of the Georgia Cancer Coalition. The non-profit aims to strengthen cancer prevention, research and treatment in Georgia.

The project is being led by Clark Atlanta’s Dr. Shafiq Khan, who has focused his research on prostate cancer in African-Americans.

“It’s a serious problem,” Todd said, “especially in Southwest Georgia, where that population is highly represented.”

The center will house and operate next generation sequencing instruments. The resulting sequence data will be assembled and analyzed at Georgia Tech's Integrative Cancer Research Center.

Patient samples to be examined will be provided by the Ovarian Cancer Institute and St. Joseph’s Hospital’s Translational Research Initiatives in Oncology for the Management of Personalized Healthcare program.

Atlanta has the infrastructure to attract cancer research centers. The American Cancer Society is based in the city. Emory Winship Cancer Institute recently received the prestigious National Cancer Institute designation, making it eligible to host high-profile clinical trial.

The region is also attracting interest from the private sector.

Dendreon Corp., a Seattle-based drug maker, is looking at Atlanta's south side for an $80 million manufacturing facility that could create at least 300 jobs.

Dendreon (NASDAQ: DNDN) is seeking FDA approval for a treatment -- Provenge -- that helps deal with prostate cancer that does not respond to traditional hormone therapy. The drug spurs the white cells to attack the prostate cancer. Companies competing in this space are Cell Genesys and Biovax.

Projects like the planned genomics center will have a “snowballing” effect, helping lure more cancer research facilities, said Dr. Otis Brawley, chief medical officer of the American Cancer Society and an Emory professor.

“The more science we get here, the more science we are going to get here,” Brawley said. “That’s how the Silicon Valley became the Silicon Valley.”

[GuHu1]

http://www.deepcapture.com/

http://www.froogalizer.com/news/score-one-for-the-good-guys-…

[edelupolino]

Antwort auf Beitrag Nr.: 37.741.220 von GuHu1 am 09.08.09 22:30:13

so etwas liest man gern, obwohl...
...schade, dass man über solche gangster überhaupt lesen muss, dass gangstertum und mord an ungenannt vielen kranken erst so spät reaktiuonen der SEC hervorruft.

Hat die SEC so wenig personal oder sind da einige beamte selbst in diesem sumpf versunken????,über den wir endlich lesen können?

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 37.742.158 von edelupolino am 10.08.09 09:34:26

Super News:

Dendreon Signs Lease for New Manufacturing Facility In Atlanta
-- New Manufacturing Facility Under Development to Provide Additional Manufacturing Capacity to Support Commercialization of PROVENGE --
-- Ribbon-Cutting Ceremony Scheduled for September 30 --
SEATTLE and ATLANTA, Aug. 10, 2009 - Dendreon Corporation (Nasdaq: DNDN) today announced it has signed a lease agreement with Majestic Realty Co. to build a 160,000 square-foot manufacturing facility in Union City, Ga., where it expects to manufacture PROVENGE® (sipuleucel-T) for patients with advanced prostate cancer. The state of Georgia will be hosting a ribbon-cutting ceremony on September 30.

If approved by the U.S. Food and Drug Administration (FDA), Dendreon would launch PROVENGE from its existing facility in Morris Plains, N.J. and would then ramp up additional manufacturing capacity of PROVENGE at its other facilities under development in Union City and Seal Beach, Calif. once they are completed. The Company expects to disclose more details relating to its manufacturing facilities at an upcoming analyst day in New York City.

"We are pleased to announce that we are expanding our manufacturing capacity with the addition of two new facilities in Atlanta and Los Angeles," said Mitchell H. Gold, M.D., president and chief executive officer of Dendreon. "We have particularly enjoyed partnering with the state of Georgia, Fulton County officials and the local community during this process and are grateful for their partnership and support as we prepare to commercialize PROVENGE to help the many patients with advanced prostate cancer who currently have few appealing treatment options."

"Hosting the 2009 BIO International Convention in May introduced biotechnology companies like Dendreon to Georgia's business assets," said Sonny Perdue, Governor of the State of Georgia. "Our state's world-class healthcare institutions and hospitals enable companies like Dendreon to conduct clinical research and engage in product development while benefiting from the vast scientific resources that Georgia has to offer."

About PROVENGE
PROVENGE is Dendreon's investigational product candidate for men with advanced prostate cancer and may represent the first in a new class of active cellular immunotherapies (ACIs) specifically designed to engage the patient's own immune system against cancer. PROVENGE and other ACIs are uniquely designed to use live human cells to engage the patient's own immune system with the goal of eliciting a specific long-lasting response against cancer. Dendreon recently announced that the pivotal Phase 3 IMPACT (IMmunotherapy for Prostate AdenoCarcinoma Treatment) study of PROVENGE in men with advanced prostate cancer met its primary endpoint of improving overall survival compared to a placebo control. The Company expects to complete its Biologics License Application (BLA) with the FDA in the fourth quarter of 2009.

About Dendreon
Dendreon Corporation is a biotechnology company whose mission is to target cancer and transform lives through the discovery, development and commercialization of novel therapeutics. The Company applies its expertise in antigen identification, engineering and cell processing to produce active cellular immunotherapy product candidates designed to stimulate an immune response. Dendreon is also developing an orally-available small molecule that targets TRPM8 that could be applicable to multiple types of cancer as well as benign prostatic hyperplasia. The Company has its headquarters in Seattle, Washington and is traded on the Nasdaq Global Market under the symbol DNDN. For more information about the Company and its programs, visit www.dendreon.com.

Forward Looking Statements
This news release contains forward-looking statements that are subject to risks and uncertainties. Factors that could affect these forward-looking statements include, but are not limited to, developments affecting Dendreon's business and prospects, including progress on the commercialization efforts for PROVENGE and requisite receipt of FDA licensure for marketing and the risk that additional capital could be needed in the future for the potential commercialization of PROVENGE. Information on the factors and risks that could affect Dendreon's business, financial condition and results of operations are contained in Dendreon's public disclosure filings with the U.S. Securities and Exchange Commission, which are available at www.sec.gov. Dendreon cautions investors not to place undue reliance on the forward-looking statements contained in this press release. All forward-looking statements are based on information currently available to Dendreon on the date hereof, and Dendreon undertakes no obligation to revise or update these forward-looking statements to reflect events or circumstances after the date of this presentation, except as required by law.

Contact Information:

Investor Relations:
Jennifer Cook Williams
Dendreon Corporation
[phone]

Media:
Katherine Stueland
WeissComm Partners
[phone]

[glaubehoffnung]

Antwort auf Beitrag Nr.: 37.742.158 von edelupolino am 10.08.09 09:34:26

Bitte, unterlasst doch diese Gossensprache.
Die DNDN-Geschichte kann man durchaus wohlwollend als ganz normalen und verantwortungsvollen Zulassungslauf deuten. Nix Verschwörung oder was auch immer.

[GuHu1]

Antwort auf Beitrag Nr.: 37.749.580 von glaubehoffnung am 10.08.09 22:16:39

amen ,
vergiss nie die sekunden vor der präsentation der ergebnisse zur impact studie, einbruch binnen sekunden auf um die 7$, das war manipulation pur und für jeden sichtbar.

klar könnte man jetzt sagen schwamm drüber, lief doch alles gut, aber ist dem so?????

[GuHu1]

Antwort auf Beitrag Nr.: 37.749.136 von Magnetfeldfredy am 10.08.09 21:38:07

The Company expects to disclose more details relating to its manufacturing facilities at an upcoming analyst day in New York City.

der termin ist noch nicht bekannt, oder.

[GuHu1]

http://www.investorvillage.com/smbd.asp?mb=971&mn=294235&pt=…

DNDN Dendreon: Earlier than expected manufacturing capacity should address concen over a slow launch - Deutsche Bank (23.87 +0.06) -Update-

Deutsche Bank notes that DNDN just released their 10-Q ahead of tomorrow's earnings call. In the 10-Q the company notes that effective July 31st, they entered into a lease for a building to be constructed in Atlanta, GA of 160K rentable square feet. While effective August 7th, 2009 the co entered into a lease for space in Orange county totalling ~184K square feet of rentable space. Combined, both facilities will add ~340K of square feet. This is in addition to the 160K square feet available at the New Jersey facility. The firm estimates that this will translate into the co being able to treat ~35,000 patients per year once facilities are up and running at max capacity. As a result, the co's timelines for Provenge are believed to be ahead of expectations, and the concerns over a slow launch, should be somewhat subdued.

[NoSelters]

Antwort auf Beitrag Nr.: 37.749.580 von glaubehoffnung am 10.08.09 22:16:39

Ganz schön....




...oder einfach nur desinformiert.

Nimm Dir mal Zeit und lies einfach.

http://www.deepcapture.com/


No

[edelupolino]

Antwort auf Beitrag Nr.: 37.749.580 von glaubehoffnung am 10.08.09 22:16:39

bei einem derart elenden sumpf an lügen, falschmeldungen, verbrecherischen "conflicts of interest", was alles den sterbenskranken eine bessere zeit vor ihrem tod (durch vorenthaltung eines guten medikaments) unmöglich machte, muss man schon mal klartext sprechen.

Die gute erziehung leidet dann (etwas).

[GuHu1]

http://www.investorvillage.com/smbd.asp?mb=971&mn=294498&pt=…

Quick notes
1. Dave Urdal made it absolutely clear in responding to David Miller's question that only the existing 25% part of the NJ facility will be inspected by the FDA as a part of the BLA evaluation. They will host another inspection for the other 75% being built out after it is completed.

2. Schiffman said that there won't be need for another financing deal until after the FDA response. He might have let it slip that a substantial partnership deal is close when he said something to the effect that they might not need to go to the financing route to advance the marketing of Provenge and the pipeline.

3. They had a meeting with the FDA in May about the process to amend the BLA. The main assurance from the FDA was that the current data from IMPACT is sufficient for licensure. This is fairly standard procedure but, in a separate discussion, Jennifer Williams confirmed that the entire Statistical Analysis Plan, ie, all needed sensitivity analysis, were discussed with the FDA and agreed upon by both sides before the trial was unblined in April.

It appears that both efficacy data and manufacturing capacity are in order for a smooth evaluation by the FDA. Let's hope so.

[GuHu1]

http://www.investorvillage.com/smbd.asp?mb=971&mn=294529&pt=…

Briefing
DNDN Dendreon: Merriman sees "quiet time” ending September 24 at Analyst Day; says its time to get in (23.12 -0.76) -Update-

Merriman notes that DNDN announced 2Q09 results posting a loss of ($1.20) compared with their est of ($0.18) and the consensus of ($0.17). The substantially greater than expected loss was due to the repricing of warrant liability. DNDN confirmed that after an FDA meeting in May '09, that the IMPACT data are sufficient for BLA resubmission in 4Q09 and that the company and agency are in continuous contact in order to ensure the addressing of each point raised by the FDA in the 2007 Complete Response letter. DNDN has indicated a much higher level of visibility on the anticipated launch of Provenge and intends to give a sense of expectations on the rollout and early ramp of the product. Firm says the Sep 24 Analyst Day is very important as this day is turning out to be a critical source of information for investors. Firm reiterates their Buy rating and tgt range of $49-50.

[GuHu1]

http://www.investorvillage.com/smbd.asp?mb=971&mn=294564&pt=…

Huckman:

For years the Dendreon [DNDN 23.24 -0.64 (-2.68%) ] saga was centered around the controversy over whether its prostate cancer treatment worked or not.

Well, now that we know the answer to that question the focus has turned to potential FDA approval of the therapeutic vaccine and the company's ability to make it and master the unique treatment process.

But investors are also anxiously waiting for news on Dendreon's quest for a corporate partner to market Provenge outside the U.S.

On the biotech company's earnings conference call this morning CEO Dr. Mitchell Gold said, "We are in active discussions." A couple of analysts tried to press him for more details, but he wouldn't budge. CFO Greg Schiffman added, though, "We have no need to access the capital markets ahead of positive news from the FDA." Some might interpret that to mean the nearly quarter-billion dollars the company recently raised is enough to carry it through and/or more cash could soon be coming in the form of a so-called upfront payment from a potential partner.

In a research note this afternoon, Merriman Curhan Ford analyst Joe Pantginis estimates that down payment could be close to a hundred million bucks. He handicaps the odds of an ex-U.S. partnership versus a total takeout at 70-30. Pantginis names three potential partners or acquirers: Sanofi-Aventis, Bristol-Myers Squibb and GlaxoSmithKline. But if I were to reach out to those companies I can tell you what they'd say: "We don't comment on market rumors, speculation or analyst commentary regarding M and A or any other type of deal."

So, ahead of the potential partnership or acquisition Pantginis is telling clients, "Time to get in (to the stock.)" He has a $50 price target on DNDN. But investors, who might have been hoping for a big announcement today, are selling the shares which are up more than 400 percent this year. MCF makes a market in DNDN.

Also on CNBC.com:

Exclusive: Novartis CEO Speaks Out About Arsonist Attack

Deal negotiations aside, Dendreon is also busy ramping up for the Provenge launch. And on the conference call Dr. Gold indicated the vaccine could almost sell itself. Apparently the company did some kind of survey or something and found that Provenge had 90 percent brand recognition among targeted physicians. 90 percent brand recognition for a product that isn't even formally before the FDA yet and may not be on the market for another year or so! "We're fortunate that this is a product that physicians are already well aware of," he said. To me, that speaks volumes about how closely people have been watching this biotech drama, which is right now between acts, unfold.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 37.758.565 von GuHu1 am 11.08.09 22:21:22

Das hört sich Alles sehr sehr gut an!

[GuHu1]

http://www.investorvillage.com/smbd.asp?mb=971&mn=295057&pt=…

Today's Presentation by Schiffman

Here's a brief summary from memory in my words, not Schiffman's.


1. The (almost) subliminal focus of the presentation was on the valuation of the company based on its antigen cassett technology and the pipeline.
2. Positive statements were made about the progress and potential of Neuvenge and TRP-8.
3. For Provenge, the discussion was on the consistency of results among the trials, the ease and short duration of treatment, the lack of bad side effects, and the enormous physician and patient awareness of this treatment in advance of its licensure.
4. There was discussion of the newly announced building of manufacturing facilities and when they might be fully functional. (I don't remember the dates, but recall thinking that by no later than mid-2012 Dendreon's domestic revenues from Provenge alone can be 100% realized.)
5. Schiffman reiterated that there would be no need to go to the market's for additional funding at this time.
6. Schiffman ended with a reference to the September 24 Analyst Meeting when many additional details of the company's plans will be fleshed out.


This presentation provided (1) a very positive change in emphasis from previous presentations, (2) a confidence in the breakthrough nature and superiority of Provenge relative to the current SOC; (3) a confidence in the financial health of the corporation, and (4) a very matter-of-fact "here's where we are today" and an implied "just think about where we are going to be tomorrow."

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 37.777.402 von GuHu1 am 13.08.09 21:38:55

Good news:

UPDATE 1-Dendreon Corp expects Provenge to overtake chemo
Mon Aug 17, 2009 2:19pm EDT Email | Print | Share| Reprints | Single Page[-] Text [+]

Market News
Wall St falls on recovery concerns
Oil falls nearly $2 on recovery jitters
HMO stocks up on signs public health plan fading
More Business & Investing News... Featured Broker sponsored link
* Sees Provenge adoption topping current chemo market

* Says drug study data boosts partnership talks

NEW YORK, Aug 17 (Reuters) - Dendreon Corp (DNDN.O) on Monday said it expects quick success for its Provenge prostate cancer treatment if it is approved by U.S. regulators, with initial demand for the world's first cancer vaccine exceeding supply.

The company's Chief Financial Officer Gregory Schiffman said its New Jersey manufacturing plant was unlikely to keep pace with prescriptions for Provenge, but several other plants should be up and running and be able to fully meet its needs within several years after Provenge is launched.

Schiffman cited market estimates that perhaps 40 percent to 65 percent of patients with prostate cancer that has spread to other parts of the body now seek treatment with standard chemotherapy treatments, most notably Sanofi-Aventis' (SASY.PA)Taxotere.

He predicted use of Provenge -- which has been shown to prolong life by about four months, compared with about a 2 1/2- month benefit seen with Taxotere in separate trials -- will eventually overtake use of standard treatments. Provenge causes few side effects, whereas Taxotere and other chemo agents cause serious ones.

"If you look at the survival benefit -- greater than chemo -- and the side effect profile, we would expect to get a greater level of adoption," Schiffman said in an interview.

Provenge was shown to be safe and effective in a late-stage trial whose results were disclosed in April. Schiffman said the widely publicized data have increased interest among potential partners to market the product overseas.

"We are in active discussion with partners; there has been a lot of interest since the data were released because the data were exciting," he said.

Dendreon's shares were down about 20 cents at $22.28 on the Nasdaq in afternoon trading. (Reporting by Ransdell Pierson, editing by Maureen Bavdek)




© Thomson Reuters 2009 All rights reserved

[GuHu1]

Antwort auf Beitrag Nr.: 37.797.537 von Magnetfeldfredy am 17.08.09 20:30:34

jo fredy.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 37.797.810 von GuHu1 am 17.08.09 21:16:18

Eigentlich sind das jetzt Nachkaufkurse, oder?

[GuHu1]

Antwort auf Beitrag Nr.: 37.797.867 von Magnetfeldfredy am 17.08.09 21:22:49

nun es rüttelt immer wieder einer am ast. warte wir mal auf die zulassung und ggf auf einen row partner, möglicherweise noch in 2009.....

[edelupolino]

Antwort auf Beitrag Nr.: 37.797.977 von GuHu1 am 17.08.09 21:36:18

und @fredy

ich glaub, ich kaufe noch ein paar dndn für meine tochter; warte aber nur noch ein paar tage ab, wie sich die allgemeine lage entwickelt.

Der bärenmarkt ist wohl noch nicht vorbei, zumindest versuchen das einige zu beweisen, z.b. hier:

http://www.marketoracle.co.uk/Article12787.html

Ich persönlich denke aber, dass dndn von einem kräftigen rückgang nur mäßig getroffen wird.

Das glück sei mit uns!

[GuHu1]

Antwort auf Beitrag Nr.: 37.798.040 von edelupolino am 17.08.09 21:46:57

[GuHu1]

Antwort auf Beitrag Nr.: 37.798.040 von edelupolino am 17.08.09 21:46:57

das sehen einige im IV ähnlich, user saulk.

http://www.investorvillage.com/smbd.asp?mb=971&mn=295587&pt=…

Hope for the 21's
Not to wish ill to our traders (although I would never be one) but I hope the shares return to the 21's again tommorrow so I can buy more. I'm kicking myself 'cause I was in court all morning and missed the chance to get more at 21.25 (wasn't that the day's low?).

Long and strong with now 430k shares and hoping to add more on the morrow.

na wenns stimmt hat er ein paar shares mehr als ich

[edelupolino]

Antwort auf Beitrag Nr.: 37.798.342 von GuHu1 am 17.08.09 22:30:50

Da kann ich nur sagen: "Respekt!"

Der will wohl in frührente und hat sein geld zum glück nicht Madoff angedient.

[NoSelters]

Antwort auf Beitrag Nr.: 37.798.040 von edelupolino am 17.08.09 21:46:57

Hab auch noch mal "trockenes Pulver" aufgetrieben. Dürfte Do. auf Konto sein.Dann kauf ich hoffentlich um die 21$.

@guhu:
Hör ich aus Deinem Posting immer noch ne große Portion Skepsis raus? ....Ist doch nur noch ne Frage der Zeit. Guck Dir nur mal die Riesenbeteiligungen der Instis an!!

Diesmal sind wir auf der richtigen Seite.

So looooong.....

[GuHu1]

Antwort auf Beitrag Nr.: 37.802.940 von NoSelters am 18.08.09 16:19:36

wenns ums geld geht bin ich immer vorsichtig und hier geht es um einen haufen bucks. dh nicht das ich nicht an einer zulassung zweifele.

http://www.investorvillage.com/smbd.asp?mb=971&mn=295820&pt=…

Prostate Cancer Physician Conference Call (Citigroup Report)
18 August 2009  9 pages

Dendreon Corporation (DNDN)
Large Market Opportunity for Provenge: Highlights of Prostate
Cancer Physician Conference Call

 What Is New — We hosted a physician expert conference call focusing on current & emerging therapies in treatment of hormone refractory prostate cancer (HRPC).

 Taxotere Is Under-Utilized — As the only FDA approved therapy, Taxotere showed a survival advantage of ~2 months in Phase III trials. However,Taxotere is used in only 60% of eligible patients. The physician expert believes that urologists in the community sometimes do not refer patients to oncologists and tolerability may be an issue in other patients. Generally, tolerability issues
are mitigated with dose reduction.

 Large Market Opportunity for Provenge —The physician expert believes that FDA will approve Provenge and that patients are well informed about the drug. This will likely drive significant uptake of the drug. Each year in the U.S. alone, ~50K patients are diagnosed with HRPC and ~30K die from the disease. PROVENGE is likely to be positioned prior to initiation of chemotherapy. As
well, PROVENGE will likely be added on top of existing treatments available.

 Provenge Logistics May Be Mixed — The leukapheresis center at this investigator site experienced difficulties in securing chair time for IMPACT trial patients. However, we note that DNDN is working towards reserving leukapheresis chairs upon commercial launch of Provenge.

 Other Emerging Therapies Are Unlikely to Compete with Provenge — Avastin, Abiraterone, MDV3100 are in Phase III, while OGX-011 and Prostvac will enter Phase III in 2010. These therapies are unlikely to compete with Provenge, as either their mechanism of action is different or they are used in combination with chemotherapies, such as Taxotere.

 Conclusion(s) — Based on the physician commentary, we are now more confident regarding the market opportunity for Provenge and the existence of an unmet medical need in treatment of HRPC patients.

[GuHu1]

Antwort auf Beitrag Nr.: 37.810.146 von GuHu1 am 19.08.09 14:32:42

dh nicht das ich nicht an einer zulassung zweifele.

einmal nicht zuviel.

[NoSelters]

Antwort auf Beitrag Nr.: 37.810.458 von GuHu1 am 19.08.09 15:05:29

Darf man heute getrost auf die Hitze schieben.

[GuHu1]

http://www.genomeweb.com/bioregionnews/airport-site-georgia-…

[edelupolino]

Antwort auf Beitrag Nr.: 37.813.918 von GuHu1 am 19.08.09 22:05:54

Unsere dndn-fachleute sind ja wirklich voller action und achten als echte steuerfüchse auch auf die dinge, die oft vergessen werden. Klasse, denn steuern sparen ist toll!

[Poppholz]

bin die letzten Tage mit 2/3 meiner Aktien raus gegangen. 280% Gewinn und schon ewig im Depot gewesen.

Der Rest bleibt drin.

Habe in der Vergangenheit zu oft einen Kurseinbruch erlebt, ...

[NoSelters]

Antwort auf Beitrag Nr.: 37.817.174 von Poppholz am 20.08.09 13:06:24

Ist nie verkehrt,280% Gewinn einzustreichen. Gratulation.

Auch Deine Bedenken bezüglich eines möglichen Kurssturzes sind nicht von der Hand zu weisen,wenn man an der Börse handelt.

Die Frage ist nur,wie wahrscheinlich ein solcher bei unserem derzeitigen Wissen über DNDN und dem aktuellen Kursniveau ist.

Meine persönliche Meinung ist,daß wir auf dem jetzigen Niveau(+/- 2-3 $ )die Startrampe gefunden haben.... Wohin??...Lets see

Good Luck and so looong.

[GuHu1]

hey poppi, schließe mich selters an, glückwunsch.

http://www.investorvillage.com/smbd.asp?mb=971&mn=296061&pt=…

Urologic transplant surgeon
Haven't posted in a long time ... have had a significant position in DNDN through all the ups and downs over the last few years ...

Anyways, there is a much greater awareness of Provenge now in the urologic community. Before, the residents (urologists in training) I worked with never heard of it, now they all know what it is.

I do marketing surveys on occasion for cash. A couple months ago, I did my first one for Provenge! The qualifying questions were about prostate cancer but I didn't have a clue it was about Provenge until about halfway through, it became obvious it was about Provenge. What patients you would use a new immunotherapy ... when you would initiate therapy ... where would you give the IV infusion, and so forth. It's usually pretty tedious doing these surveys, but this was actually really fun! Must have been Dendreon doing their homework.

Just this week, the bone scan of a patient that I recently diagnosed with prostate cancer showed metastasis in his ribs, spine and mandible. Will be starting hormonal therapy, but I can't help wonder if Provenge will be available when his cancer becomes hormone refractory.

[glaubehoffnung]

Meint ihr, Wünschen hilft?

Also ich wünsche mir, dass DNDN schnellstmöglich übernommen wird. Erstgebot sollte bei 55 $ liegen, dann Bietergefecht bis so um 70$

Gut, ist nur n Tagtraum, aber gefallen würds mir, und ich könnte stressfrei und in kürzester Frist Kasse machen.

[NoSelters]

Antwort auf Beitrag Nr.: 37.826.409 von glaubehoffnung am 21.08.09 14:53:23

....wär für mich eher ein Alptraum!

Unsere kleine Dendreon ist weit mehr wert als 50-70 $.

[edelupolino]

Antwort auf Beitrag Nr.: 37.827.866 von NoSelters am 21.08.09 16:55:48

und @ glaube...
wer so lange gegen so viele anfeindungen der welt durchgehalten hat, sollte mutig weiter machen und die avisierten ziele (zumundest in den USA) bis zum erfolg weiter verfolgen.

...was sind schon schnelle $70, die ein pharmariese für uns ausspuckt, gegen eine persönliche beteiligung an einer firma, die dabei ist, medizingeschichte zu schreiben??

[NoSelters]

Antwort auf Beitrag Nr.: 37.829.662 von edelupolino am 21.08.09 20:29:12

Hi Ede,

zwei weitere Aspekte für mich,DNDN noch lange zu halten ist einerseits die Steuerfreiheit des grössten Teils meiner Shares und andererseits Teilhaber eines relativ krisensicheren Unternehmens zu sein.Ist in den heutigen Zeiten wichtiger denn je,denn wir haben die "Krise"längst nicht hinter uns.
Und guck Dir die Entwicklung vieler,ehemaliger "Blue-Chips" an....die letzten 2-3 Jahre,als unser "Goldfischlein" ziemlich konstant ums Überleben gekämpft hat..
Da haben wir doch bisher nen supergeilen Schnitt gemacht!!!

In diesem Sinne,

auf viele Jahre DNDN-Shareholderschaft mit dem regelmäsigen Vergnügen,immer ein bisschen verkaufen zu können,um dann bei den anstehenden Splits die Anzahl wieder erhöht zu bekommen.

Natürlich immer vorrausgesetzt die Zulassung kommt...!!

Und die wird kommen...nur eine Frage der Zeit.

So loooong...

No

[NoSelters]

http://www.marketrap.com/article/view_article/91137/pipe-dre…

[pc_1262]

Antwort auf Beitrag Nr.: 37.829.945 von NoSelters am 21.08.09 21:20:54

Hallo noselters,

"Und die wird kommnen, nur eine Frage der Zeit"

Wißt Ihr wann diese Zeit kommt? Gibt es schon einen ungefähren Termin?

tanderadei

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 37.831.131 von pc_1262 am 22.08.09 09:41:05

Wenn Du Dich nur ein "wenig" für Dendreon interessieren würdest, dann wüßtest Du, daß Dendereon in Q4 die Zulassung für Provenge beantragt und in Q1 2010 die Zulassung erwartet!

Der 14. April wird mein Dendreon-Feiertag, warum wohl? Quizfrage!

[GuHu1]

Antwort auf Beitrag Nr.: 37.831.893 von Magnetfeldfredy am 22.08.09 14:28:39

fredy, ich würde pc1262 das interesse an dndn nicht absprechen, pc ist seit april 09 hier registriert, nicht jeder kennt die story.



@pc, hinzufügen würde ich noch den mögliche kurstreiber row (rest of world) partnerschaft. das kann jederzeit einschlagen wie ne bombe, wahrscheinlich aber:

6. Schiffman ended with a reference to the September 24 Analyst Meeting when many additional details of the company's plans will be fleshed out.

[GuHu1]

http://www.investors.com/NewsAndAnalysis/Article.aspx?id=504…

Reform Doesn't Spook Health Fund Manager

•Peter Benesh
•On Friday August 21, 2009, 6:48 pm EDT

The way Kelsey Chen sees it, there's no point 14 investors getting all worked up about the shape of federal health policy to come.
Chen, who manages the $1 billion-plus Putnam Global Health Care Fund, figures the best strategy is to diversify across the health spectrum, regardless of how health care reform turns out. Her fund holds merging pharma giants Pfizer (NYSE:PFE - News) and Wyeth (NYSE:WYE - News) as well as hot biotechs like Dendreon (NasdaqGMNDN - News). It also has HMOs and medical device makers.

Chen took over the fund on Jan. 1, 2005. It has pulled out of its worst showing since 2003, climbing from a low of $32.50 in March to about $43 currently. Chen spoke with IBD.

IBD: Describe the last four years in health care investing.

Chen: In the past four years, and especially in the last 18 months, the sector has been volatile. But health care has been more stable relative to the overall market, and last year health care was one of the best performing sectors. In these uncertain economic conditions, people look for defensive names and more stable earnings growth. So health care has weathered pretty well.


.....


IBD: What about the up-and-coming stocks?

Chen: I do have exposure to the up-and-coming segment. My own philosophy is not to invest too much money in early-stage biotech companies. This might be a little different from our competitors.

When I talk about early-stage biotech, I mean those in phase one clinical trials, and maybe even phase two in terms of their product development. Product development is a high-risk business. I focus on late-stage and established companies. We own Dendreon because after I saw the phase three data for its prostate cancer drug, Provenge, I felt I had enough information to digest and analyze.

[edelupolino]

Antwort auf Beitrag Nr.: 37.829.945 von NoSelters am 21.08.09 21:20:54

wunderbare aussichten, deren wahrheitsgehalt sich immer mehr verstärkt:
denkt nur daran, wer alles inzwischen gekauft hat und was Dndn unternimmt, um die bald anstehenden aufträge erfüllen zu können.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 37.833.233 von edelupolino am 23.08.09 09:52:00

Seh ich auch so!

[NoSelters]

Guckst Du...

[NoSelters]

Anbei die Antwort der Spiegel-Redaktion auf meine Mail.
Mal schaun ob noch was passiert...


Sehr geehrter Herr xxx,

vielen Dank für Ihre Zuschrift; sie wurde an unsere zuständige
Fachredaktion weitergegeben.

Mit freundlichen Grüßen

Gartred Alfeis
Leser-Service

SPIEGEL-Verlag Rudolf Augstein GmbH & Co. KG
Brandstwiete 19
20457 Hamburg
Tel: [phone] - 2770
Fax: [phone] - 2966
E-Mail: [e-mail]
http://www.spiegel.de


SPIEGEL-Verlag Rudolf Augstein GmbH & Co. KG, Sitz und Registergericht
Hamburg HRA 61 755
Komplementärin Rudolf Augstein GmbH, Sitz und Registergericht Hamburg HRB
13 105
Geschäftsführer Ove Saffe




>>Vom: 21.08.2009 23:11
>>Empfänger: DER SPIEGEL
>>Anlass: Anregungen / Themenvorschläge
>>E-Mail: [e-mail]
>>Anrede: Herr
>>Vorname: xxx
>>Nachname: xxx
>>Straße: xxx
>>Hausnr.: xx
>>PLZ: xxx
>>Ort: xxx
>>Land: Deutschland
>>Betreff: Riesenskandal
>>
>>Nachricht:
>>----------------------------------------------------------------------
>>Sehr geehrte Redaktion,
>>
>>einfach mal reingucken...!!
>>
>>Eine Bombe die demnächst in Amiland "explodiert".
>>
>>
>>http://www.deepcapture.com/michael-milken-60000-deaths-and-t…

>>-chapter-15-of-15/
>>
>>Viel Erfolg!
>>
>>xxx
>>----------------------------------------------------------------------

[edelupolino]

Antwort auf Beitrag Nr.: 37.838.142 von NoSelters am 24.08.09 14:52:30

Hi NoSelters,
wenn diese kriminellen machenschaften um Milken, Provenge, Scher-skandal (coi), brutales akzeptieren von so viel schmerz der pc-patienten -"nur" um knete zu machen und sich selbst mit seiner organisation in den vordergrund zu spielen- in D passiert wären, wäre der Spiegel dran am geschehen.

Gut, dass du denen die hinweise gegeben hast!
Ciao Ede

[NoSelters]

Antwort auf Beitrag Nr.: 37.841.944 von edelupolino am 24.08.09 22:09:05

Hallo Ede,
ich hoffe sehr,daß die Dendreon Saga irgendwann mal "ON-TOPPIC" ist und die Verantwortlichen zur Rechenschaft gezogen werden.

Aber wer soll das tun in Amiland? So wie es aussieht geht die Korruption bis in die oberen Reihen,sonst wäre so ein Schweigen auf die Vorwürfe und Enthüllungen von Deep Capture gar nicht möglich.
Wirst sehen,Pazdur,Scheer,Milken und die anderen Verbrecher kommen ungeschoren aus der Sache raus.
Und es gibt sicherlich noch einige andere "Sagen" von weiteren kleinen Biotechfirmen deren Zielgruppen genauso angeschissen wurden.
Ich darf gar nicht dran denken wo wir heute in der Krebsbekämpfung stehen könnten wenn die letzten 20 Jahre alles mit rechten Dingen zugegangen wäre.
Wieviele Todkranke ohne Alternative sind da wohl zusammengekommen?!

Der Kurs der kleinen Dendreon wird bei solchen Überlegungen zweitrangig.Ich hoffe auf Gerechtigkeit und einen schnellen Wechsel in der Krebstherapie.

So looong...

[edelupolino]

Antwort auf Beitrag Nr.: 37.842.209 von NoSelters am 24.08.09 23:05:02

bei aller wertschätzung unserer freiheitlichen errungenschaften und ohne leichtfertig auf sie verzichten zu wollen, sagt mir eine kleine innere stimme: "Warum können all diese betrüger nicht vor den richter kommen, der ähnlich handelt wie in China?"

Diese leute haben tausend- und abertausendfach (und noch viel mehr!) das leben ihrer nächsten missachtet, indem sie den medizinischen fortschritt torpedierten: und was bekommen sie dafür?...den schutz ihrer "cronies" und mittäter!

Das ist der perverse westen "at its best".

(Sorry, dass ich vom thema Dndn abkam.)

[ditzeroni]

Da hier anscheinend wieder n paar Neue mitlesen, die wahrscheinlich keine Ahnung haben, was Provenge überhaupt ist, geschweige denn, wie die cassette-technology funktioniert, empfehle ich folgende seite:
http://acifacts.com/

rechts auf das bunte Bild klicken, und los gehts.
Man sollte gesprochenes Englisch halbwegs verstehen können, damit man dem Video vernünftig folgen kann.
Aber selbst wenn man gar kein Englisch kann, und auch überhaupt keine Ahnung von ACI hat, lohnt sich´s trotzdem zu gucken, weil man den Sinn dahinter auch nur vom gucken halbwegs versteht.

Viel Spass

[Poppholz]

das ist ja wieder typisch:

wenn ich verkaufe steigt der Kurs:



(ist übrigens ein gutes Kauf- oder Verkaufsargument für andere Investoren)

[ditzeroni]

Antwort auf Beitrag Nr.: 37.846.979 von Poppholz am 25.08.09 15:54:13

könnte evtl daran liegen, das ich grad gekauft habe..
$23.35 sah irgendwie gut heute aus

[glaubehoffnung]

Angenehme Entwicklung heute. Schon 24,10 $, wahrscheinlich weiss keiner warum.
Egal, würds sofort, wenn die Gelegenheit sich bietet, für 60 - 80 $ vertickern.

[GuHu1]

http://www.investorvillage.com/smbd.asp?mb=971&mn=296810&pt=…

email finally,lol:

hope all is well w/ everyone:
question:
Could you comment on when the newly announced building of the manufacturing facilities will be fully functional? If I recall, mid 2012 was mentioned? Could you clarify this for me? I am looking forward to the September analyst's meeting.
Take care, JD.

answer:
Hi JD-
Yes, it's been awhile. I hope all is well. You are right to point out the analyst day, as that's when we will be discussing some of the details along the lines of the question that you posed. We mentioned in our conference call that we would expect additional capacity from the new facilities to come on-line in the second half of 2011. Hope this is helpful.

Best regards,
-Jennifer

[GuHu1]

Antwort auf Beitrag Nr.: 37.848.163 von glaubehoffnung am 25.08.09 17:31:39

warum auch nicht, dann hättest du einen super riss gemacht, min. 1000% ? wahrscheinlich auch mehr, have fun glaube.

[NoSelters]

Antwort auf Beitrag Nr.: 37.850.357 von GuHu1 am 25.08.09 21:30:53

Und das tolle an der Sache ist,daß der Käufer von Glaubes Shares auch wieder viel Freude mit haben wird,...und dessen Käufer danach macht auch wieder nen guten Schnitt...und danach kommt ein weiterer und immer wieder neue.....usw.

Und alle sind sie happy!

[NoSelters]

http://www.mysmartrend.com/briefs.asp?storytype=sl&storyid=1…

[NoSelters]

Short Interest fast gleich geblieben...

http://www.nasdaqtrader.com/Trader.aspx?id=ShortInterest

[GuHu1]

Antwort auf Beitrag Nr.: 37.850.629 von NoSelters am 25.08.09 22:05:27

da scheinen die spekus auf den 24.09 einfluss zu haben, es wird wohl einiges erwartet.

[GuHu1]

http://www.investorvillage.com/smbd.asp?mb=971&mn=296886&pt=…

FWIW: Received Phone Call From Spencer Bachus R-AL Aid This Afternoon

FWIW: Thought the board would like to know that around 6:00 PM tonight I received an unexpected telephone call at my home today from an aide out of Spencer Bachus' (R-AL) Washington DC office regarding a letter I wrote back during the now infamous 70 second drop in DNDN's price right before the trading halt in April.


I wrote him that day and have received numerous letters from both his office and the SEC. I spoke to his aide today for about 20 minutes about the corruption of not just DNDN over the last several years but also the overall stock market, of naked short selling, and FDA conflict of interests.

He stated that Spencer Bachus and others in the Congress have DNDN on their radar and have been discussing the topic of naked short selling and the corruption in the markets as a whole. The aide did say he has read the first chapter of the DNDN Story on Deep Capture, but not the entire story. I encouraged him to read the complete DNDN compilation and the entire Deep Capture Blog for more detailed, concise information of naked short selling. He assured me he was quite interested and plans on reading the entire blog including the DNDN story in its entirety.

The aide also told me more regulations are on the agenda to try and correct the corruption and naked shorting, although he could not give me an accurate time table to expect such initiatives. I told him it is more enforcement of the current regs we already have on the books than new regulations and it is the corruption of the powers at be on Wall Street and in Washington DC that has the confidence of the financial markets at an all-time low. He, of course, agreed.

I should also note, the aide stated they receive similar letters about certain stocks that have shady trading and they do not usually spend much time on the issue due to the nature and source of such letters. He said many times such letters are sent from manipulators and pump and dump schemes wanting to move the market one way or the other. HOWEVER, they did their homework and talked with others in DC and other constituents, and he assured me what happened to DNDN is certainly worth looking into and hence his phone call. He said his office is not the only one looking into DNDN and naked short selling along with other issues in the financial marketplace.


This call was totally unexpected and his aide did tell me to call him anytime should I come across relevant information regarding these issues and he would gladly investigate and look into them.

[NoSelters]

Antwort auf Beitrag Nr.: 37.854.166 von GuHu1 am 26.08.09 12:05:36

Das nenn ich mal ne Supernews!

Tic-Tac,...Tic-Tac,...

[glaubehoffnung]

Na, RT schon 25,02 $ , ein geschmeidiger Tag.

Mädels, schaut euch mal VION Ph. an, lest euch mal rein, vielleicht interessante und kurzfristige Sache

[NoSelters]

http://www.marketwatch.com/story/dendreon-announces-analyst-…

Seh ich das richtig,daß die Konferrenz 45 min vor Handelsbeginn startet?

[edelupolino]

Antwort auf Beitrag Nr.: 37.854.166 von GuHu1 am 26.08.09 12:05:36

Hi GuHu,
schön, dass einige die ominöse manip-periode anders sehen als kurz nach dem vorfall die (überforderte??personalmangel??) SEC, die ja geprüft und keine unregelmäßigkeiten gefunden hat (aus dem gedächtnis zitiert).

Gut, dass vielleicht ein paar wichtige leute wach gerüttelt werden.

Vielleicht bekommen dann einige der armen schweine, die SL-s gesetzt hatten, nach entsprechend fundierten klagen ihre verluste ersetzt.
Ciao Ede

[GuHu1]

Antwort auf Beitrag Nr.: 37.866.974 von edelupolino am 27.08.09 18:47:47

ja ede, für uns kleinanleger auch zukünftig wichtig das sie dndn dbzgl. auf dem radar haben.

[GuHu1]

http://thebuylist.com/default.aspx?Stock=dndn

[pc_1262]

Antwort auf Beitrag Nr.: 37.856.924 von glaubehoffnung am 26.08.09 16:15:42

VION Pharmazeutics:
glaubehoffnungliebe trifft auf diesen Tipp zu. Wäre man ihm gefolgt gings erst steil nach oben, dann wär das Kapital weg. Trotzdem Danke, bin rechtzeitig (ganz knapp) ausgestiegen.
Gruß

[glaubehoffnung]

Antwort auf Beitrag Nr.: 37.878.059 von pc_1262 am 29.08.09 09:40:07

So ist das Leben, nix ist nirgends sicher.

Bei DNDN gings gut, bei anderen daneben, Vion scheint in den Keller zu gehn, endgültige Sicherheit am Dienstag.

Das war nicht vorherzusehn, da bildet sich Aktieninvestment in seiner grundsätzlichsten Form ab: Kapitalsteller mit vollem Verlust-Risiko.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 37.878.522 von glaubehoffnung am 29.08.09 12:33:26

Genaus so is es, bei manchen Werten starten wir durch, Dendreon!
Manche Werte floppen, so wird`s immer bleiben!

[GuHu1]

http://www.schaeffersresearch.com/commentary/optionbytes.asp…

[GuHu1]

http://www.fool.com/investing/general/2009/09/03/drink-in-th…

[GuHu1]

hanslebo´s chart, ich darf doch.

[GuHu1]

http://investor.dendreon.com/releasedetail.cfm?ReleaseID=407…

Dendreon Announces Webcast Presentations at Upcoming Investor Conferences
SEATTLE, WA, September 4, 2009 – Dendreon Corporation (Nasdaq: DNDN) today announced that management will present at the following four upcoming investor conferences.

Rodman & Renshaw 11th Annual Health Care Conference
Wednesday, September 9, 2009
4:05 p.m. ET

Morgan Stanley 2009 Global Health Care Unplugged Conference
Tuesday, September 15, 2009
8:35 a.m. ET

BioCentury 16th Annual NewsMakers in the Biotech Industry Conference
Wednesday, September 16, 2009
1:30 p.m. ET

UBS 2009 Global Life Sciences Conference
Wednesday, September 23, 2009
1:00 p.m. ET

The presentations at Rodman & Renshaw, BioCentury NewsMakers and UBS will be audio webcast live and available for replay from Dendreon's website, www.dendreon.com.

Dendreon Corporation is a biotechnology company whose mission is to target cancer and transform lives through the discovery, development and commercialization of novel therapeutics. The Company applies its expertise in antigen identification, engineering and cell processing to produce active cellular immunotherapy product candidates designed to stimulate an immune response. Dendreon is also developing an orally-available small molecule that targets TRPM8 that could be applicable to multiple types of cancer as well as benign prostatic hyperplasia. The Company has its headquarters in Seattle, Washington and is traded on the Nasdaq Global Market under the symbol DNDN. For more information about the Company and its programs, visit www.dendreon.com.

# # #
Contact:
Jennifer Williams
Investor Relations
Dendreon Corporation
[phone]

[glaubehoffnung]

Antwort auf Beitrag Nr.: 37.924.510 von GuHu1 am 05.09.09 00:26:14

Joo, aber erwarten tun wir doch nix von!??

Für mich sind die nächsten "Fixpunkte" das Finden von Rest-ohne-USA-Partner und die Einreichung der Zulassung, könnten für gute Stimmung sorgen.

Allerdings wärs mir iMo lieber, wenn der Laden gegen Zahlung eines ordentlichen Preise (träume von 60 - 80 $:lick übernommen werden würde.

[GuHu1]

Antwort auf Beitrag Nr.: 37.925.234 von glaubehoffnung am 05.09.09 12:12:18

Für mich sind die nächsten "Fixpunkte" das Finden von Rest-ohne-USA-Partner und die Einreichung der Zulassung, könnten für gute Stimmung sorgen

UBS 2009 Global Life Sciences Conference
Wednesday, September 23, 2009
1:00 p.m. ET

könnte hier eine row partnerschaft zum thema werden?

Allerdings wärs mir iMo lieber, wenn der Laden gegen Zahlung eines ordentlichen Preise (träume von 60 - 80 $:lick übernommen werden würde.

könnte ich auch mit leben, auf diese weise hast du nicht die produktions problemchen am hals.

[GuHu1]

Antwort auf Beitrag Nr.: 37.925.440 von GuHu1 am 05.09.09 13:30:18

UBS 2009 Global Life Sciences Conference
Wednesday, September 23, 2009
1:00 p.m. ET

sorry, ich meinte die analysten conference am 24th september bzgl. möglichen kursrelavanten news.

[pc_1262]

Antwort auf Beitrag Nr.: 37.925.440 von GuHu1 am 05.09.09 13:30:18

"...die Einreichung der Zulassung, könnten für gute Stimmung sorgen."

Nur eins verstehe ich nicht, warum dauert das so lange ???
Und wann kann damit gerechnet werden oder noch besser, wann entscheidet die FDA voraussichtlich ??

[glaubehoffnung]

Antwort auf Beitrag Nr.: 37.926.035 von pc_1262 am 05.09.09 17:48:15

"...Nur eins verstehe ich nicht, warum dauert das so lange ???..."
Vllt bürokratischer Aufwand, Erstellen einer vernünftigen Dokumentation??


"...Und wann kann damit gerechnet werden oder noch besser, wann entscheidet die FDA voraussichtlich ??..."
So weit mir bekannt, rechnet "man" mit Frühjahr 2010

[GuHu1]

http://thebuylist.com/default.aspx?Stock=dndn

[GuHu1]

nicht so nett, aber gehört halt dazu......

http://www.fool.com/investing/value/2009/09/08/rocket-stock-…

[GuHu1]

Antwort auf Beitrag Nr.: 37.926.035 von pc_1262 am 05.09.09 17:48:15

Nur eins verstehe ich nicht, warum dauert das so lange ???
bis zu 6 monate nach einreichen der BLA soweit ich weiß.

[NoSelters]

Na,das wars dann wohl mit dem IV-Board.

Über 2 Minuten für einen Seitenaufbau.

Blue geht anscheinend die Kohle aus.....

[NoSelters]

Antwort auf Beitrag Nr.: 37.946.783 von NoSelters am 09.09.09 15:21:46

Funzt wieder und Geld für neue Server ist auf einmal auch da.....nachdem es gestern abend anscheinend eine gewisse Anzahl von neuen Premiummitgliedschaften gab.

Ein Schelm,wer böses dabei denkt....

So loooong...

[edelupolino]

Antwort auf Beitrag Nr.: 37.949.029 von NoSelters am 09.09.09 19:36:23

Hätten sie mut und vertrauen in Dndn gehabt, hätten sie bei $2-$3 einige aktien kaufen können -sie hätten jetzt über ganze nester an servern verfügen können und neue mitgliedschaften wären nicht nötig gewesen.

Aber "shit happens".

[GuHu1]

http://www.investorvillage.com/smbd.asp?mb=971&mn=299056&pt=…

From IR about Analyst Day

-----Original Message-----
From: me
Sent: Wednesday, September 09, 2009 3:15 PM
To: Investor Relations
Subject: Analyst Day

Hello,

Something to pass on to management to keep in mind for Analyst Day ....

I'm pretty sure you guys know this, but it is SO SO important to say anyway. The
entire investment community is expecting something very big on Analyst Day. If you
do not deliver on these very high expectations, you can be assured that most will
bail out of the stock big time. It will not be pretty. I, however, will NOT be
selling on any news on the 24th so it will be extremely painful if there is nothing
new disclosed on this day. You guys cannot just repeat the same old presentation
like you did today and for the past several months. The 24th is considered special
whether you internally believe that or not. If you don't announce something
special, you should never have organized Analyst Day at all.

I hope and pray that you take serious advantage of Sept 24th to keep the investors
WELL satisfied.

I sincerely thank you for reading this.

Take care and good luck on the 24th!


IR Response:
----------------------------------------------------
Hi xxxx, and thank you for your input. Don't worry. We view the analyst day as
special as well and hope this will be a forum where we can roll out information
about our manufacturing and commercialization plans which we have never publicly
discussed before. I think it will be a highly informative day for people. Thanks
for your input.

Best regards,
-Jennifer

_____________________________
Jennifer Cook Williams
Investor Relations
Dendreon Corporation
[phone]
[e-mail]

[edelupolino]

Antwort auf Beitrag Nr.: 37.958.700 von GuHu1 am 10.09.09 22:51:45

Hi GuHu,
bin schon ganz gespannt, denn der hinweis von Jennifer ist verheißungsvoll.
Schönes WE
Ede

[Poppholz]

Antwort auf Beitrag Nr.: 37.960.068 von edelupolino am 11.09.09 09:38:50

sind alle gespannt hier.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 37.960.068 von edelupolino am 11.09.09 09:38:50

Servus Ede + GuHu,

hab mir heute nochmals 1000 Stück gegönnt, ich bin sehr erwartungsvoll in Sachen Einreichung der Zuslassung, ROW-Partner...

[edelupolino]

Antwort auf Beitrag Nr.: 37.973.300 von Magnetfeldfredy am 14.09.09 12:23:45

Hi Fredy,
im grunde machst du das richtig, genau wie Kosto und der alte mann aus Omaha, der erkannte, was chancen hat (vor jahrzehnten Cola, GE etc) soll man behalten und aufstocken.

Selber hab ich noch (wenig) für meine tochter gekauft, weil ich wegen der steuer bestimmte werte erst ab Dezember verkaufen kann (altes steuerrecht, 1 jahr haltefrist): daher im moment nur noch kohle für 'n bier.

Falls die seitwärtsbewegung noch anhält, geht bei mir in 3 monaten auch wieder was.
Ciao Ede

[NoSelters]

Antwort auf Beitrag Nr.: 37.973.300 von Magnetfeldfredy am 14.09.09 12:23:45

Na..Na...Du Schelm...

DENDREON CORP. Registered Sh..
Börse: Stuttgart
Datum: 14.09.09
Tickliste Zeit Kurs Volumen
12:18:32 16,64000 600
09:00:58 G 16,17000 0

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 37.973.776 von edelupolino am 14.09.09 13:21:51

Warum Schelm?
Ich habe 400 Stück über Cortal Consors direkt gekauft (die hatten nicht mehr!:laugh und dann 600 Stück in Stuttgart!

[Poppholz]

in den USA geht es schön nach oben.

[NoSelters]

Antwort auf Beitrag Nr.: 37.975.380 von Magnetfeldfredy am 14.09.09 16:19:19

Wusste bisher nicht,daß das geht.

Aber man lernt ja nie aus.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 37.975.557 von NoSelters am 14.09.09 16:32:22

Du kannst ab 8.00 Uhr bei Consors direkt kaufen/verkaufen bzw. bis 22.00 Uhr, nicht alle Aktien aber die meistgehandelten!

[NoSelters]

Weil's so schön ist....

[NoSelters]

Antwort auf Beitrag Nr.: 37.975.643 von Magnetfeldfredy am 14.09.09 16:38:22

Danke für die Info!

So looong...

[glaubehoffnung]

Gibts nen Grund für den 25 $-Sprung?

Mhhhm, besser man fragt nicht und genießt

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 37.975.788 von glaubehoffnung am 14.09.09 16:51:14

Gründe gibts immer, anstehender ROW-Partner, Zulassungeinreichung, Fortschritte in der Pipline.....

[glaubehoffnung]

Wie stehts eigentlich mit + um Neuvenge?
Gibts da nen Horizont, weiss jemand was?

[glaubehoffnung]

Himmel, der Realtimer flattert ja wie zu besten Zeiten.
Da kommt Laune auf

[ossi67]

Antwort auf Beitrag Nr.: 37.976.005 von glaubehoffnung am 14.09.09 17:12:21

und da sind die 26 $

macht wirklich spass heute.

[crivit]

Antwort auf Beitrag Nr.: 37.975.655 von NoSelters am 14.09.09 16:39:31

Ich genieße es!

[GuHu1]

Antwort auf Beitrag Nr.: 37.975.910 von glaubehoffnung am 14.09.09 17:02:18

möglicherweise kommst du wie gewünscht zum zuge, ich persönlich hoffe aber es ist nichts dran, gerüchte halt derer gabs ja schon viele.

http://www.briefing.com/GeneralContent/Active/PrintPage/Prin…

[GuHu1]

Antwort auf Beitrag Nr.: 37.973.300 von Magnetfeldfredy am 14.09.09 12:23:45

gibts sowas, fredy scheinbar kein schlechter zeitpunkt.

[glaubehoffnung]

Antwort auf Beitrag Nr.: 37.976.722 von GuHu1 am 14.09.09 18:32:41

Wurd auch schon im IV gebracht, ne Übernahme iMo wohl eher nicht, glaub ich. Und dann würd der Kurs wohl auch anders abgehen!?

Die Gemeinde frequentiert, so empfinde ichs, vllt eher auf Überraschungen am 24.9 !?

[NoSelters]

Falls das einer überlesen hat...
Hat viel für sich und birgt weiteres Potenzial für "Little Debbie".

http://www.investorvillage.com/smbd.asp?mb=971&mn=299307&pt=…

[ditzeroni]

Das mit dem 40$-buy out rumor ist m.E. nach totaler Quatsch!
Alleine schon deshalb, weil der Kurs dann mittlerweile um die 40$ pendeln würde, +/- 1-2$
Es kommen bis zum 24. ja noch diverse Präsentationen seitens DNDN bei einigen Investmentfirmen.
Und ich denke das der heutige Anstieg auf einer baldigen Neueinstufung beruht.
Z.B. sowas wie "Morgan Stanley initiates covering on DNDN, price target 35-40$" oder so in der Art.
Sowas kommt immer mal wieder 1-2 Tage vorher an die Oberfläche, und schon geht der pps nach oben, v.a. wenn nur ca 30% float sind.

Ich warte immer noch auf coverage-initiation von JP Morgan, die DNDN ja bei der Suche nach dem row-partner helfen.
Wenn so eine große Bank sagen würde: BUY!, dann würde das viele Leute überzeugen auch zu kaufen.
Natürlich sind das dann die, die nicht die mega Umsätze bei JP machen, weil die ja schon vorher von JP davon erfahren haben und schön eingedeckt sind..ist ja immer dasselbe.

Für sonstige große Daten ist der Kurssprung viel zu gering, denke ich. Kein Buyout, kein ROW, keine BLA-news..
Die 360er-Daten heben die sich für hoffentlich später auf, für eine große Konferenz, evtl ASCO. Oder die werden zwdurch wieder im JCO veröffentlicht, hatten wir ja auch schon mal.
Einfach abwarten..und genießen!

[glaubehoffnung]

Antwort auf Beitrag Nr.: 37.977.566 von ditzeroni am 14.09.09 20:40:45

Joo, Hauptsache, die Phantasie ist drin und das Möbel galoppiert.
Ehrlich gesagt wären mir 40 $ zu wenig.

[edelupolino]

Antwort auf Beitrag Nr.: 37.976.980 von NoSelters am 14.09.09 19:10:20

Danke für den hinweis auf diesen schönen beitrag, den ich übersehen habe!

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 37.978.045 von glaubehoffnung am 14.09.09 21:39:55

Wow, neues Jahreshoch und ich will nicht vergessen es geht um mehr, viel mehr als Kohle, es geht um die Prostatakrebskranken, denen bald geholfen werden kann!!!

[NoSelters]

Antwort auf Beitrag Nr.: 37.978.067 von edelupolino am 14.09.09 21:41:50

Provenge bzw.dessen künftige Brüder-und Schwesterlein als Begleittherapie für nahezu alle etablierten Chemopräparate....zumindest in einem Übergangsstadium....

Whow...

Sind solche Träume zu kühn...

No

[GuHu1]

Antwort auf Beitrag Nr.: 37.978.208 von Magnetfeldfredy am 14.09.09 22:02:22

wow das war ja mal ein netter tag, und du kaufst kurz vor dem run?
das sollte eigendlich verboten werden, oder!

[NoSelters]

Antwort auf Beitrag Nr.: 37.978.290 von NoSelters am 14.09.09 22:13:34

Hab mir zum Tages(Kurs)-Ausklang auf jeden Fall mal nen leckeren Bowmore eingeschenkt...

[NoSelters]

Antwort auf Beitrag Nr.: 37.978.316 von NoSelters am 14.09.09 22:18:15

nen 25-jährigen...

Mal schaun wann der 30er dran ist..

[GuHu1]

Antwort auf Beitrag Nr.: 37.978.324 von NoSelters am 14.09.09 22:20:14

na dann prost!

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 37.978.297 von GuHu1 am 14.09.09 22:14:30

Glück ghabt, ein Lied von Werner Schmidbauer, daß paßt heute zu mir!

[NoSelters]

Antwort auf Beitrag Nr.: 37.978.348 von GuHu1 am 14.09.09 22:22:54

Danke...

[edelupolino]

Antwort auf Beitrag Nr.: 37.978.290 von NoSelters am 14.09.09 22:13:34

Immer mal wieder wurde ja schon auf verschiedene methoden unserer firma hingewiesen, den kranken zu helfen.

Offensichtlich hat die zukunft des kampfes gegen "den krebs" ein stadium erreicht, das hoffnung macht, und wird von Dndn mit wissenschaftlichen methoden geführt, die den laien nur staunen lassen (vgl dazu ACI !).

Ich glaube, wir werden auf diversen gebieten noch viele positive überraschungen erleben

[hakur]

Um die Freude über den heutigen Anstieg zu unterstützen,
hier ein Chart update.
Hoffe Ihr verzeuht meine Abstinenz, ging davon aus dass alle hier auch rehelmässig das IV besuchen und daurch immer auf dem Laufenden sind was die Charts betrifft.
Ist einfach nur Arbeitsersparniss, fFaulheit meinerseits.

Ok nun zum Chart.
der Wimpel hat sich Regelgerecht nach Norden augelöst, wie man sehen kann lies dieser kaum noch Platz für eine weitere Entwicklung innerhalb der Schemkel.
Wenn der Wimpel sich weiterhin Regelgerecht verhält könnten $ 45.- in nächster Zukunft erreicht werden.
Der Analystrentag lässt grüßen.

weiterhin so looong, zumindest was mich betrifft


hier noch ein Link zum Wimpel
http://www.chartundrat.de/lexikon/formationen/trend_wimpel.h…

Ps.: Die hypothetisch W- Formation würde Kursziele im 3stelligen Bereich möglich machen. Ist aber noch Zukunft;-)

[GuHu1]

Antwort auf Beitrag Nr.: 37.978.514 von edelupolino am 14.09.09 22:54:50

hi ede, hast aber nicht gesagt das er kühn ist.

[GuHu1]

damit hab ich nicht gerechnet AH high $ 28,39 !

http://www.nasdaq.com/aspxcontent/ExtendedTradingTrades.aspx…

[edelupolino]

Antwort auf Beitrag Nr.: 37.978.588 von GuHu1 am 14.09.09 23:15:12

Hi GuHu,
kühn -und gleichzeitig cool, sachlich und vorsichtig optimistisch- ist auch hakur. Man könnte dndn-s zukunft in nüchterner analyse nicht offener und genauer beschreiben als in seinem chart.
Ciao Ede

@hakur: ich machte meinen computer an, um irgendwas über den chart von dndn zu bringen- und war angenehm überrascht,getane arbeit vorzufinden! Danke für den klaren chart!

[Poppholz]

wünsche allen Investierten weiterhin viel Erfolg.

Lasse meine letzte Position laufen, mal schauen wohin die Reise noch geht.

[hakur]

Antwort auf Beitrag Nr.: 37.978.555 von hakur am 14.09.09 23:06:01

Autsch,
bevor der Beitrag erstellen Knopf gdrückt wird sollte man doch immer nochmals den Text lesen!
Bitte um Verzeihung der vielen Tippfehler, war doch schon spät

[GuHu1]

http://www.investorvillage.com/mbthread.asp?mb=971&tid=79094…

Morgan Stanley take-away points on Provenge prospect

1.As I guessed some time back, any ex-US partner will be responsible for building their own manufacturing plants for executing the Antigen Delivery Cassette with patients' collected blood. The fusion antigen itself can be manufactured in bulk to supply to the partner(s).

2.The final 304 results were shared with the FDA who suggested to unwind the placebo arm and let patients cross over to Provenge. As we discussed when it was announced that the control patients could cross over many months ago, this was the strongest signal that the FDA has little remaining, if any, concern whether Provenge works.
3.Provenge commercialization is expected to be launched in first half 2010. The easy manner in which this was stated by Dr. Gold implies that the company does not expect much roadblock to approval this time.
4.Since the company rarely if ever states a time frame only to meet it at the far end, they likely expect a launch in April or May 2010 at the latest. That's about when the rest of the NJ build-out is expected to complete. Working this backward 6 months would mean that the BLA should be completed latest Oct or Nov this year. My guess is that the company will announce the expected BLA completion date at the Analyst Day and it'll be within days of that. Then, if the FDA works quickly, we could expect approval much earlier than April next year.

[crivit]

Antwort auf Beitrag Nr.: 37.980.417 von hakur am 15.09.09 11:03:58

Sch***ppiieeeppp auf die Tippfehler, deine Analysen sind echt klasse.
Danke Dir!

[hakur]

Wow, das klingt wirklich als ob alles in trockenen Tüchern wäre.
Gold sppricht von der Zukunft als ob diese schon Wirklichkeit sei.
so loooong, strong buy Falls jemand Interesse hat das Webcast zu hören

hier der Link:

http://investor.dendreon.com/eventdetail.cfm?EventID=72631

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 37.985.846 von hakur am 15.09.09 20:54:20

Wow, neues Jahreshoch! Prost!
ROW-Partner Verkündung in Kürze? Einreichung der Zulassungantrages...

[GuHu1]

Antwort auf Beitrag Nr.: 38.002.186 von Magnetfeldfredy am 17.09.09 16:48:32

schön anzusehen wie "Little Debbie" ( no`s worte) sich macht und du bist just vorher rein, man fredy gutes timing.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.002.259 von GuHu1 am 17.09.09 16:55:58

Wia scho gsogt, Glick ghabt! (Des war bayrisch!)

[GuHu1]

sieht doch nett aus:

[ossi67]

fordwill1953 im IV

I'm not worrying about rumors or the Price per Share
I'm looking forward to 1 week from now and the information shared by Dendreon Management. Remember, we have seen the shorts pump and dump. We have seen the shorts kill the stock price using a bear raid. We've seen the shorts distort, lie and manipulate information through "expert" disinformation.

Yet, the shorts have not been able to lay a glove on Dendreon's scientific breakthroughs. It is these breakthroughs and not any of the above that is of real value. That the street is finally awakening to this is nice. But, do not get caught up with the rising stock price. I call that sizzle. We can't control it nor understand why it is rising so fast or even why now.

Instead, look at your real goals here. Think about your own personal needs for the stock price. Really begin with the notion that you are investing in the science, which is the steak, and not the sizzle.

This will help take the fear off of the price jumps/gyrations. After all, we are talking about the first in class to market. So, if the stock closes above $28, $29 or even $30, what's the really value of Dendreon????

It is a lot greater than $47 bucks a share to this shareholder.... by a factor of 5 or more.

Wie ich finde nette Situationsbeschreibung

[NoSelters]

Antwort auf Beitrag Nr.: 38.004.127 von GuHu1 am 17.09.09 20:22:10

I love it...!!

[glaubehoffnung]

Och nöö, jetzt schon wieder über 29 $

Wer weiss, wo und wie das endet.

[NoSelters]

Na,...so kurz vor 30 ist jetzt aber mal ein Raketchen fällig.

[glaubehoffnung]

Ich glaub jetzt, dass wir die 30 heute noch sehen könnten

[GuHu1]

die meisten von euch lesen ja im IV, deshalb setze ich die spekus hier nicht rein. sind halt gerüchte aber was für welche... z.b. "walkiziner"

[glaubehoffnung]

Es liest nicht jeder mit, setz sie in Kurzzusammenfassung rein, dürfte die Zuschauerzahl und das Interesse verbreitern.


Tradegate 19,91 EURO, endlich die 20 in Sicht. Ein kleines zusätzliches Leckerli wärs, wenn der Dollar wieder aufwerten würde.

[GuHu1]

Antwort auf Beitrag Nr.: 38.004.606 von glaubehoffnung am 17.09.09 21:09:25

aber vorsicht reine spekulation....

http://www.investorvillage.com/smbd.asp?mb=971&mn=300450&pt=…

Billions $ Deal
There is chatter and it looks like a $Billion deal in cash and/or stock. Sounds to me a lot like the Bristol-Imclone deal for Erbitux marketing rights back in 2000. That deal was $1 Billion in cash (at various milestones) and $1Billion in stock purchase by Bristol for 19% of Imclone, at $70/sh. This deal should be bigger IMO because the Bristol/imclone deal was for 50% of N American rights, and Merck KgAa had previously acquired ROW rights. The Provenge deal would be for ROW rights which is larger than 50% of NA rights, and provenge should triple erbitux in sales.

[crivit]

Antwort auf Beitrag Nr.: 38.004.495 von NoSelters am 17.09.09 20:57:34

darauf trinke ich einen!

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.004.732 von crivit am 17.09.09 21:24:08

Hab schon 2 Schokograppa auf Dendreon genossen!

[NoSelters]

Antwort auf Beitrag Nr.: 38.004.732 von crivit am 17.09.09 21:24:08

Wenn die 30 fällt wird der hier fällig...
Mein bestes Stück in der Sammlung.




So looong...

[glaubehoffnung]

Antwort auf Beitrag Nr.: 38.005.082 von NoSelters am 17.09.09 21:52:24

Heut wohl nicht mehr, war zu euphorisch.
Aber die nächste Woche dürfte nem Tollhaus ähneln, so mutmaße ich mal

[GuHu1]

http://www.biohealthinvestor.com/2009/09/dendreon-merger-rum…

[hakur]

Antwort auf Beitrag Nr.: 38.005.082 von NoSelters am 17.09.09 21:52:24

Wie wär es mit einer Einladung

so looong

[NoSelters]

Antwort auf Beitrag Nr.: 38.005.477 von hakur am 17.09.09 22:24:41

Nach dem langen,holprigen Weg seit Anfang 2007 hätten es einige hier verdient den leckeren Tropfen mitzutrinken,...aber Du Hakur ganz besonders,und das mein ich ernst!
Danke an dieser Stelle für Deine genialen Chartanalysen und dafür daß Du Dein Wissen hier und im IV mit allen teilst!

Chapeau...

[GuHu1]

http://www.investorvillage.com/smbd.asp?mb=971&mn=300593&pt=…

These FDA News Are Great!
Yes, great news.
This was posted on the AGEN Yahoo board:

this may well be my most important post so far -
it took me by surprise, being accustomed for
slow bureaucratic and quite honestly - retarded -
FDA, to read their latest news.
to summarize in one phrase - THESE NEW ARE GREAT!!!

http://www.fda.gov/BiologicsBloodVaccines/GuidanceCompliance…

this was just issued, please those seriously
invested - read it and post your opinions.
this is what i could understand so far:

1 - Extended survival is ACCEPTABLE(!) for approval.

2 - Tumor progression is NOT the way to design PIII.

3 - Vaccines may take longer(!) to teach immune system.

this has AGEN and DNDN written all over it.
i rarely use these words but WE ARE GOLD!!!

[hakur]

Antwort auf Beitrag Nr.: 38.005.697 von NoSelters am 17.09.09 22:59:29

Danke für die Blumen Noselters!


Hierbei möchte ich mich bei den Vielen anderen Langzeitinvestierten bedanken welche durch Ihre Beiträge das Board auch in schwierigen Zeiten am Leben gehalten haben.

Speziell bei Dir GUHU,
nenne jetzt nicht alle sonst vergesse ich den einen oder anderen.
Meinen Beitrag verstehe ich hierzu als unterstützende Maßnahme

so loooong

Ps.: No war das jetzt ne Einladung

[GuHu1]

Antwort auf Beitrag Nr.: 38.009.494 von hakur am 18.09.09 13:54:44

wir sind aber noch nicht am ende der story.

http://www.thestreet.com/story/10600286/3/bulls-bears-fight-…

...........New FDA Guidance Looks Good for Dendreon
Dendreon(DNDN Quote) has yet to resubmit Provenge to the FDA, but regulators already appear to be supportive.
The FDA issued new draft guidance for cancer vaccines last night that validate many of the approaches Dendreon took in the design of its clinical trials and the quality control measures it uses to ensure the potency of the prostate cancer vaccine.
"These are the first FDA statements that acknowledge the validity of Dendreon's regulatory approach for Provenge. The guidance also appears to be almost identical to the approach Dendreon has taken to monitor Provenge activity for quality control," said Deutsche Bank biotech analyst Robyn Karnauskas. She has a buy rating on Dendreon with a $36 price target.
Dendreon shares rose 7.8% to $28.90 Thursday. The stock has been strong in recent days as investors anticipate the company's analyst meeting on Sept. 24.


was für ein vogel ist der adam freestone denn, sein arbeitgeber hat dndn auf sell.

http://www.thestreet.com/quote/DNDN.html

Dendreon Corporation TRADE NOW
NASDAQ: DNDN, Health Care
· Price: 28.90
· Change: 2.09 | 7.80%
· Last Update: 4:00 PM ET 09/17/09
· YTD Performance: 485.37%
· Day's High: 29.79
· Day's Low: 26.67
· Open: 26.70
· Previous Close: 26.81
· Volume: 14,631,283
· 52 Week Range: 3 - 28
· Outstanding Shares: 93,207,000
· Market Cap: 3,103,150,300
· Current Rating for DNDN: SELLD-

[hakur]

Antwort auf Beitrag Nr.: 38.009.712 von GuHu1 am 18.09.09 14:23:27

Guhu diesen Feuervogel sollte man zum Abschuss freigeben und in
die Mülltone treten.
Don`t worry about him

Die $ 45.- sind an die Wand gemalt wie die Amis sagen.

so looong

[Poppholz]

$30,00 sind überwunden.

[NoSelters]

Antwort auf Beitrag Nr.: 38.009.494 von hakur am 18.09.09 13:54:44

@ Hakur:
Aber gerne doch...
Du findest mich in Südbaden.Bei Interesse gibts die komplette Adresse per BM.

Gruss....

[crivit]

Antwort auf Beitrag Nr.: 38.009.882 von hakur am 18.09.09 14:45:57

Genau so sehe ich es auch, AF ist ne Labertasche hoch 5!

[NoSelters]

Antwort auf Beitrag Nr.: 38.010.164 von crivit am 18.09.09 15:21:41

Da haben anscheinend einige seiner "Freunde" noch nennenswerte Shortpositionen.

Ist mittlerweile aber ein untauglicher Versuch. Der Typ ist nicht mehr glaubwürdig und verliert auch immer mehr an Resonanz.

Go Debbie,..Go!

[crivit]

Antwort auf Beitrag Nr.: 38.010.204 von NoSelters am 18.09.09 15:26:14

Das sie den noch nicht an den Kragen gegangen sind, wundert mich.

[ditzeroni]

So sieht das aus, wenn ein Onkologe Männer behandeln muss, die schon so gut wie tot sind..aus der Sicht eines Onkologen:

There is a lot of excitement and negativity surrounding Dendreon's recent success in immunotherapy. Investors are naturally quite hopeful that the price per share will go up. Naysayers frequently comment on their view that "fifty grand or more is not worth 4 months". I often wonder how patients react to these opposing views, watching as anonymous spectators gamble for money on their poor prognosis.

I was asked to see a patient on the consultation service the other day. It was another unfortunate case of metastatic hormone refractory prostate cancer. The patient was 80 years old or so, "healthy" other than his incurable malignancy. It seems he had been diagnosed a few years ago with prostate cancer, undergoing the usual path of TURP, medical castration, then adding an antiandrogen for total androgen blockade. He progressed slowly despite all of this, with locally advanced disease. There was some bladder invasion initially, requiring the patient to urinate permanently from his suprapubic catheter. Subsequently, there was bilateral hydronephrosis ("full kidneys" that cannot drain downstream properly) requiring nephrostomies ("kidney tubes"). I saw him after his PSA had increased by a factor of 100 since the last admission, when his urologist had finally given up. A bone scan now showed diffuse uptake, signifying bony metastasis. The patient was quite anemic, without an evident source of bleeding. Of course, a bone marrow biopsy was not attempted in this case, as it would only subject him to discomfort to yield what we already knew: malignant marrow infiltration. He also had some new leg weakness, but thankfully an MRI of the spine showed no cord compression.

I approached him, and asked him the usual questions: How are you? Are you in pain? How much opioids are you taking? And so on.

Then I asked the pertinent questions to my visit: How's your appetite? Are you eating less because you're just not hungry? How's your energy level after the transfusion? Are you getting out of bed at all?

Given his state, it's not surprising that his performance status is 2, if I'm being generous. It signifies a significantly debilitated patient.

I tell him that in patients with his condition, we can sometimes give chemotherapy to alleviate symptoms and improve the energy levels. I tell him that it will not cure him, but it might stabilize the disease, at least for a little while. I go on to tell him the general side effects inherent to chemotherapy, such as nausea, vomiting, diarrhea, generalized fatigue and decreased blood counts. I also mention some of the peculiar side effects of the treatment, such as numbness/tingling sensations, excess tears from the eyes, nail losses and ankle swelling.

He shakes his head, and tells me he doesn't want to create a fuss. For him, the side effects are not worth the uncertainty of efficacy. He also mentions that he has had a good life.

Given everything, I don't push him to receive treatment. I tell him instead that we'll ensure his comfort with morphine, and consult radiation oncology to help with the pain in his bones. I briefly entertain adding a bisphosphonate since there might be some benefit for his bony disease, but then remember that his renal function does not permit that either. So I give him a sympathetic pat on the leg, and leave to write up the consult.

I think about Provenge in this case. I think about how if it were five years in the future, when it will be approved and used frequently, I would want to give it to this patient. Of course, the original trials did not include patients with a PS of 2, but I would still be inclined to treat him. It might not confer the 4 months survival benefit, but it might improve his quality of life. I think that given the mild side effects, I could have convinced him to accept the treatment. Unfortunately, five years in the future is not today. For now, Provenge is not approved, and still considered an “experimental” treatment. His options now only include Taxotere, which he does not want.

As I am about to leave the floor, I go back to the chart to add some orders.

Morphine 5 mg SC Q4h regular
Morphine 2.5 mg SC Q1h PRN BT

It’s the only thing I can offer him.
Disclosure: Long DNDN
Stocks: DNDN

http://seekingalpha.com/instablog/488871-redlover/28292-prov…

Bald ist es ja geschafft, und Provenge ist endlich kein "experimental drug" mehr..glaube kaum, das die FDA DNDN sonst gesagt hätte, das die die placebo-patienten aus IMPACT nun auch endlich mit Provenge behandeln sollen..
Wenn man 1 und 1 zusammen zählt, kann man nur auf die Lösung kommen, das die Zulassung nur noch reine Formsache ist.
Ich gehe von 99% aus..das eine Prozent, das noch Unsicherheit reinbringt, ist der verf...te Pazdur ARS.. mit seinem Drecks-Ego..aber ich reg mich jetzt hier nicht wieder über den Massenmörder auf.. kann mir eigentlich nicht vorstellen, das der nochmal 70.000 Menschen auf dem Gewissen haben will; wobei ich auch nicht glaube, das er so etwas wie ein Gewissen überhaupt hat!
Sollte er nochmal irgendwelche Fäden ziehen und Provenge nicht zulassen, bin ich mir ziemlich sicher das sich einer der Krebspatienten im Endstadium, der Provenge wegen ihm nicht kriegen kann, dazu hinreißen lässt, ihm mal deutlich mitzuteilen, was er so von ihm hält..hoffentlich einer aus Texas..die sind ja meist gut ausgestattet für solche "Diskussionen"..

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.021.570 von ditzeroni am 21.09.09 12:36:13

Ich helf dann auch noch mit......

[edelupolino]

Antwort auf Beitrag Nr.: 38.021.570 von ditzeroni am 21.09.09 12:36:13

ein bericht, der so alles enthält, was menschlich ist -einschließlich der weigerung von todkranken, sich mit taxo behandeln zu lassen.
Der wunsch , es einem machtgierigen "sesselfurzer" mal so richtig zu zeigen, der keine rücksicht auf die gepeinigten PC-kranken nimmt und ihnen mehr lebensqualität in ihren letzten monaten verweigert, ist verständlich.

Hat dieser Pazdur eigentlich auch Pharma-Knete bekommen -oder ist er "nur" der sturste vorstellbare paragraphenhengst, der wegen seines glaubens an seine lächerlichen vorschriften nur ein "Nein" zu Provenge sagen konnte?

[NoSelters]

Antwort auf Beitrag Nr.: 38.025.008 von edelupolino am 21.09.09 19:03:46

siehe..."Pazdur/Mikel Milken(Cancer Foundation)


Und ob der Knete bekam/bekommt...obwohl er eher krankhaft machtbesessen ist.

[NoSelters]

Der neue PAZDURISATOR....



Looong and Stroong...

[edelupolino]

@ No Selters

Ja, die story!

Wer darf den Pazdurisator anstellen?

[glaubehoffnung]

Sorry, euer Geschreibse ist z.T. kindisch und geschmacklos , macht keinen Spass.

Sollten wir hier nicht vllt die menschlich-medizinischen Aspekte von börsen-/finanzwirtschaftlichen trennen!?

[GuHu1]

die $ 30 sind aufgeblitzt!

ps: was war das denn, bin nicht in W : O reingekommen. :O

[ditzeroni]

Was Pazdur angeht, hier die Kurzversion mit Auszügen aus Chapter 11 von deepcapture.com (http://www.deepcapture.com/michael-milken-60000-deaths-and-t…

-Pazdur has a close relationship with a Washington lobbyist named Samuel D. Turner. Some years ago, Turner, who helps run an organization called the Cancer Leadership Council, led a campaign to have Pazdur appointed as the commissioner of the FDA. Michael Milken supported that campaign. And Milken’s advisors, such as Dr. Donald Coffey of the Prostate Cancer Foundation, have collaborated closely with Turner in another cancer lobbying group called C-Change, of which the Cancer Leadership Council is an affiliate.

As a result of this support, Milken and Pazdur have become very close friends.

-dann hat er mit Milken zusammen ne riesige Menge Kohle gemacht, indem er Imclone-Daten an Milken rausgegeben hat (der Martha Stewart Fall, falls sich einer erinnert!)

-und dann wirds bei DNDN interessant:
For now, it merely needs to be emphasized that Pazdur, the FDA official, has unusually close relationships with Milken and some of his cronies. He was a key player in the ImClone scandal, which displays remarkable similarities (such as insider information mysteriously appearing in The Cancer Letter and the involvement of hedge funds in the Milken network) to the Dendreon scandal. And Pazdur appears to have been the FDA official most responsible for derailing Dendreon’s prostate cancer treatment.

Pazdur was not supposed to be the one who decided whether Dendreon’s drug was approved. Instead, because the drug is a biologic, the decision rested with the FDA’s Center for Biologics Evaluation and Research (CBER). Nonetheless, Pazdur inserted himself into the decision process. It was at Pazdur’s behest that Dr. Scher and Dr. Hussain were, despite their ties to competing companies controlled by Milken’s funds and friends, appointed to the advisory panel that voted on Dendreon’s application.

As you will recall, Dr. Scher and Dr. Hussain were among the four panelists who quickly voted “No” to the incorrectly phrased question about Dendreon’s effectiveness. When the phrasing was changed to the correct, legally mandated question ( Is there “substantial evidence” that the drug reduces mortality?) the remaining 13 experts on the panel voted “Yes.”

According to eyewitnesses, just as panelists began voting “Yes,” Pazdur began passing notes to Dr. Maha Hussain, who then attempted to instill further confusion, apparently hoping to have the remaining panelists continue to vote on the incorrect question. Pazdur, who had come to the meeting uninvited and unannounced, also spent a good deal of time conversing with Dr. Hussain, giving the impression that they were working together to devise arguments that might turn the panel against Dendreon.

Curious to know whether it was Pazdur who ultimately derailed Dendreon’s application, perhaps even delivering the captured doctors’ “confidential” letters to The Cancer Letter – and wondering whether this had anything to do with Pazdur’s relationship with Michael Milken — Care-to-Live, as part of its lawsuit against the FDA, subpoenaed Pazdur’s relevant emails and documents.

Pazdur responded under oath as follows: “I searched both my paper and computer files and was unable to locate any documents that were responsive to Plaintiff’s requests. I recall receiving…these letters…However, as these letters related to a specific regulatory application conducted by a different FDA Center (CBER), did not fall under my direct regulatory supervision…I shredded my hard copies of these letters and deleted any electronic copies. The documents were shredded and deleted within a month of receipt.”
--------------

Ok, hier hör ich mal auf..sonst könnte ich ja gleich komplett Chapter 11 hier reinkopieren..
Es dürfte sehr klar sein, das Pazdur ein korruptes Ar...loch ist!
Würde mich nicht wundern, wenn er sich in baldiger Zukunft vor diverse Kameras stellt, wenn alle Spots auf DNDN scheinen, und sich selber als Held darstellt, der jüngst dafür gesorgt hat, das die Regularien bei Immunotherapien geändert wurden in SEINER FDA!
Wenn´s nicht alles wirklich wahr wäre, was Mark Mitchell verfasst hat..also wenn ich das verfilmt sehen würde, würde ich denken:
"was ist das denn fürn Mist..total unrealistisch..als ob SO ETWAS wirklich passieren würde!!"
Tja..leider leider, ist es aber alles wahr!
Wer Mitchells Report noch nicht gelesen hat, sollte es bald tun..öffnet einem die Augen!

[NoSelters]

Antwort auf Beitrag Nr.: 38.025.545 von edelupolino am 21.09.09 20:50:35

Patrick Byrne...

[ditzeroni]

Leerink Swann Starts Dendreon (DNDN) at Overweight

September 22, 2009 6:54 AM EDT

Leerink Swann initiates coverage on Dendreon Corporation (Nasdaq: DNDN) with an Overweight rating and $40 rice target, on expected FDA approval of PROVENGE and commercial outlook for the drug.

The firm said, "based on our work with a MEDACorp statistical consultant and feedback from MEDACorp regulatory consultants, we expect FDA approval of PROVENGE for prostate cancer. In addition, recent MEDACorp survey results support a favorable commercial outlook."

The firm said FDA approval of PROVENGE in our opinion is still the most important upcoming issue for the stock. The firm said several potential issues for the IMPACT trial including multiple protocol amendments, public announcement of key data from the interim analysis, potential imbalanced or delayed use of active salvage treatment and patients lost to follow-up, are unlikely to derail approval. Furthermore, the firm believes the manufacturing issues are addressable.

http://www.streetinsider.com/New+Coverage/Leerink+Swann+Star…

[edelupolino]

Antwort auf Beitrag Nr.: 38.025.679 von GuHu1 am 21.09.09 21:01:28

bei mir war das heute morgen genauso;

im moment baut sich der eine oder andere wert recht langsam auf, aber es klappt wieder mit den infos.

@ glaube
die rachegelüste gegenüber Pazdur etc sind wohlbegründet, aber wir werden nicht über grobe scherze (im sinne einer traditionellen "triebabfuhr") hinausgehen:

wir werden nicht mit ähnlich üblen aktionen antworten, wie die wohlbekannten Schers etc , deren schräge verbrechen bekannt sind.

[edelupolino]

Antwort auf Beitrag Nr.: 38.025.697 von ditzeroni am 21.09.09 21:03:36

danke für den auszug aus dem bericht!

[NoSelters]

Da ist wohl einer sauer...

http://www.cnbc.com/id/32967480

[edelupolino]

Antwort auf Beitrag Nr.: 38.032.196 von NoSelters am 22.09.09 17:22:49

...besonders deswegen, weil er oft recht positiv berichtet hat.


aus der "Street" kommen wieder negative/zweiflerische töne:

...Dendreon is likely to spend most of the three-hour meeting discussing commercial plans for Provenge. The nuts-and-bolts logistics of Provenge treatment -- from the patient's blood draw to the manufacturing of the personalized vaccine at the New Jersey plant to its shipment via air back to the doctor's office and administration to the patient -- is unique in cancer therapy and something the company probably still needs to get investors comfortable with.
...
from http://www.thestreet.com/story/10601656/1/dendreon-hot-going…

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.035.549 von edelupolino am 22.09.09 23:13:02

Aber auch positive Signale, für mich ist Dendreon ein "game-changer" in Sachen Krebs:

Dendreon Picking Up Momentum for New Phase
David Miller Sep 23, 2009 9:00 am


With its potential market impact, both bulls and bears will tune in tomorrow.



Trade free for 30 days at TD Ameritrade

print email



Dendreon (DNDN) has been one of the better-performing stocks in 2009, up over 500% on the strength of positive results from the IMPACT trial of Provenge for prostate cancer. As one of the longest-covering analysts on the company (just about 10 years now), I can say with some authority that Thursday’s Analyst Day marks a significant turning point for the company.

Dendreon’s lead drug is Provenge, an active immunotherapy for later-stage prostate cancer. The drug is highly likely to be approved by the FDA next year for use in men whose cancer has returned after prostate surgery, where the cancer no longer responds to hormone therapy.

The drug makes use of a man’s immune system cells and trains them to attack a marker present on prostate cells. It's a first-in-class drug in the US. Data from the IMPACT pivotal trial confirmed earlier Phase III trials, showing the largest confirmed survival benefit to date by a treatment for late-stage prostate cancer.

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Most importantly, Provenge confers this survival benefit without any significant side effects.

The reason Thursday’s meeting is a turning point for Dendreon is because the company won't have to spend hours defending their data or making the case for why Provenge will work where all other active immunotherapies have failed prospective clinical trials. IMPACT, combined with data from two other Phase III trials, has proven the drug works. Instead, the company will be talking about where they go next.

Science geek that I am, I’ll be very interested in seeing where the company will go next for their pipeline. The technology behind Provenge is true platform technology, adaptable to other tumor markers and other cancers. I want to hear how aggressively Dendreon will pursue this platform to bring the next Provenge to market.

Most people will be focused on the manufacturing and distribution plans. Having the benefit of 10 years of coverage, I’m not as interested in this aspect of the show because this was asked and answered for me long ago.

For newcomers, how Dendreon will manage getting personalized cell material from patients, to their central labs, and back efficiently is of significant concern. I expect Dendreon will spend more than a little time trying to catch up others on this aspect of their operations.

Finally, people will hope to get some idea of drug pricing and sales targets from the company. There's internal debate at my firm whether Dendreon will release these items Thursday or whether they will wait until they have approval and know precisely what the FDA gives them on the product label. So, if the presentation passes without any data on sales projections or product cost, don’t be too surprised.

Dendreon has been a significant battleground stock for most of this decade -- with the heavy short selling and other games that entails. The bear crowd has never been correct on the fundamentals, though I grant they did get lucky in 2007 when the FDA -- in an unprecedented action (unprecedented = lucky) -- went against a recommendation of an advisory committee that Provenge was safe, effective, and the not-so-implicit recommendation it should be approved.

The Wall Street battle going forward will focus on distribution, sales, and reimbursement. The Boo crowd will say Dendreon won’t be able to handle the logistics of shipping perishable cellular material hither, thither, and yon. Boo’s crew will also say the price tag and characteristics of the drug make the billions in sales forecasted by bulls simply unreachable.

Hoofy’s bulls will note the shipping logistics aren't all that different from the logistics of handling blood or blood products, which were solved a few decades ago. They’ll note huge patient demand for the drug has already formed and more than 90% of all potential prescribing doctors are already aware of the drug and its survival benefit. Reasonable Hoofy disciples will acknowledge that reimbursement is always related to pricing, and will be closely watching what the company has to say on this front.

I think you can likely guess I’m with Hoofy on the fundamentals. We don’t do recommendations here on the ‘Ville and it's worth saying I’m the first to admit the movement of Dendreon’s stock price is unpredictable at best. Even if the Analyst Day is a 110% success, it’s hard to predict where the stock price will go afterward, given it's already up over 500% for the year.

Dendreon will be webcasting the Analyst Day presentation Thursday morning from NYC. If you’re interested in biotech or simply want to see firsthand what the buzz is about, you should tune in.

[glaubehoffnung]

Wieder in Richtung 28 $, haben wohl einige Kleinmütige Fersengeld gegeben. Morgen wirds spannend, und die Monate danach auch

[ditzeroni]

Sieht mir fast danach aus, als wollten die NJ 24/7 betreiben..
Auf jeden Fall soll nachts einer da sein und zusehen, das alles läuft:
Job Description:

Dendreon is seeking a Shop Floor Coordinator – Alternate Shift to monitor and recommend adjustments to the daily plant schedule. This position is eligible for differential pay and will work from 11 p.m. – 9 a.m. The successful candidate must be a self-starter, work independently and have the ability to make decisions and gain consensus.

General Summary:
# Ensures schedule adherence and recommends alternatives to scheduling exceptions.
# Monitors process and shipping and receiving to meet agreed upon schedule.
# Coordinates with Quality Assurance, Facilities, and Quality Control to ensure timely batch release.
-----------

Irgendwer muss ja auch dafür sorgen, das die ihre Mrd Umsatz/Jahr da machen

[ditzeroni]

http://www.shareholder.com/visitors/event/build2/largeslide.…

falls einer sich die präsentation grad noch live antun will.
Es wird nix großartiges neues rauskommen!
Gut das man in De immer noch schnell ein wenig verkaufen kann, bevor die schlechten US-Kurse hier einschlagen.
Da war die Vorfreude auf ein großes Event wohl zu groß..
aBLA erst Mitte Nov laut Gold.
Grad n paar K verkauft, die hol ich mir nachher schön wieder mitn paar Hundert extra dabei!
Hoffe ich jedenfalls..im Mom 27$..

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.048.732 von ditzeroni am 24.09.09 15:06:48

Ich habs mir live voll gegeben, ich kann Nichts Negatives entdecken, und wer wirklich long ist der bleibt long!
Dendreon wird ein "game-changer" in Sachen Krebs und früher oder später zu horrend hohen Preisen übernommen!

[ditzeroni]

Nicht falsch verstehen, ich bin so long, longer gehts gar nicht!
Kaufe seit 2003 stetig nach..aber wenn sich so tolle Gelegenheiten wie heute ergeben, muss man halt zugreifen.

Als klar war, das heute kein ROW, aBLA oder 360 rauskommt, konnte man hier in De zusehen, wie der Kurs pre-market in USA fiel, aber hier in De tat sich noch gar nix. Also schnell hier ein paar in € verkauft, bei $25,60 im Schnitt in USA wieder gekauft. Hab nun mehr Aktien als vorher und noch nebenbei Kohle gemacht
Für mich also ein sehr schöner AnalystenTag.
Außerdem war die Präsentation echt gut, man durfte halt nur kein allzu hohen Erwartungen reinsetzen!
Fand es interessant von Intellivenge zu hören; das ist ein elektronisches System, mit dem jeder von zu Hause per GPS genau sehen kann, wo sein Blut grade ist, das zu DNDN geschickt wird und von da zurück.
Außerdem interessant, das DNDN vorhat demnächst JEDES Jahr ein neues Produkt mit der CassetteTechnology heraus zu bringen..
Wenn die Analysten das erstmal kapiert haben und ein wenig rechnen, kommen die sehr leicht auf Umsatzzahlen mit vielen Nullen..
Bis dahin dauerts aber noch ein wenig, also immer schön geduldig bleiben.
Bis Mitte Nov aBLA, dann max 6 Monate warten..also ich denke, das wird ein schöner Sommer 2010!!

[ossi67]

http://www.thestreet.com/story/10602821/2/dendreon-investor-…

erster Bericht von Adam Feuerstein

[Cyberhexe]

...einziger Wermutstropfen bei der heutigen Präsentation: Neuvenge soll erst spät im kommenden Jahr bzw. Anfang 2011 in die Klinik zurückkehren. Damit hatte ich persönlich früher gerechnet.

Ansonsten erscheint alles "on track"...

[glaubehoffnung]

Es bleibt spannend: Verpartnerung bzw Übernahme liegen weiter in der Luft, der 23/29-Hype hat das Möbel nur teurer gemacht

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.051.471 von Cyberhexe am 24.09.09 19:02:05

Ich glaube die haben z.Zeit zuviel mit Provenge zu tun!

[GuHu1]

nun hatten wir alle mehr erwartet, mag sein, das heißt aber auch das die new`s noch ausstehen. ich denke diese werden unerwartet veröffentlicht, also kein fixer termin....

reuters:


http://www.reuters.com/article/americasRegulatoryNews/idUSN2…

[hakur]

Für alle investierten, hier eine virtuelle Tour/Animation, welche das Prinzip von Dendreon anschaulich macht.
Für mich als Laien sehr hilfreich und beeindruckend welch eine Infrastruktur dahinter arbeitet. Scheint wirklich eine neue Zeitrechnung zu starten, Chemo war gestern.

http://activation.dendreon.com/virtual-manufacturing-tour

Denke für Langzeitinvestierte welche nicht auf den schnellen € schielen war der Analysten Tag ein Erfolg. Der Chart stabilisiert sich in der Region $25.-/ $ 30.-
es scheint sogar so dass er Luft holt für einen neuen Angriff auf die 30er Hürde. Der Pennant oder Wimpel impliziert ein Ziel von $45.- wenn es nach den Regeln abläuft.

Wie heißt es noch: Die guten Dinge kommen zu denen welche warten können

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.054.131 von hakur am 25.09.09 08:38:36

Habs gestern live gesehen, ja auch ich habe den Eindruck, daß hinter den Kulissen die Infrastruktur mit all seinen Herausforderungen bestens vorbereitet wurde, für die zu erwartende Zulassung!

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.054.131 von hakur am 25.09.09 08:38:36

Guter Artikel:

Still a Lot of Potential in Dendreon and the Cancer Immunotherapy Market
by: VFC's Stock House September 25, 2009 | about: AGEN / BVTI.PK / CVM / DNDN / ONTY
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Font Size: PrintEmail TweetThis Dendreon (DNDN) released an update on Thursday that outlined the path that the company is taking to advance its prostate cancer treatment Provenge to market.

In a mid-day PR, the company announced that they will file an NDA with the FDA in November and that the FDA would then be expected to act on the application by mid 2010. It is expected that the FDA will rule to approve Provenge, based on previous comments by the regulatory agency after mid term results were released last year. Keep in mind, however, that nothing is a sure thing both with regard to the stock market or the FDA. While indications point to an FDA approval, it is also good to realistically temper the enthusiasm by remembering that members of the FDA are humans - government officials, at that - and are just as likely to change their minds or ask for more information as anyone else out there.

That being said, as longer term data continues to demonstrate that the treatments work, they are slowly becoming more accepted by the medical field - and Provenge is no exception.

I like the chances of a Provenge approval, although I think that by the time the treatment becomes approved in the United States, it will be long overdue. It was Oncophage, a kidney cancer vaccine produced by Antigenics (AGEN), that became the world's first approved cancer immunotherapy when the Russian medical authorities approved it in April of 2008.

Back to Thursday's DNDN press release: the company issued Provenge sales estimates of between $60 and $120 million for the second half of 2010. For full year 2011, the estimates were for well over one billion dollars as the manufacturing plant in New Jersey would by then have the capacity to produce the product at a level to support that much in sales. I was also reported in the press release that additional manufacturing facilities will be opened in late 2011 in Los Angeles and Atlanta.

Before we look at the potential of the DNDN stock, let us also consider the potential of the pipeline. Provenge is not the only product that Dendreon has to offer. The company also has Neuvenge in its back pocket. Neuvenge can potentially treat multiple cancers, including breast, bladder and colorectal.

When it's all said and done, there is a whole lot of potential still wrapped up in this company and its stock.

With a current market cap of over three billion dollars, DNDN is pretty much priced for possible approval, however I would expect to see the stock trading closer to thirty dollars by the time the FDA issues a decision next year. Assuming both that Provenge receives FDA approval and that the company's sales estimates are fairly accurate, I would expect fifty dollars a share to be attainable by the end of 2010.

From that point on, after a few quarters of Provenge sales, when we should have a good feel for just how much revenue is coming in, the stock could still move up very significantly - especially if Neuvenge looks to also be posting positive Phase II and III results by then.

There's a lot of "ifs" still left to sort out - the most important being that none of this occurs IF the FDA does not approve Provenge. However, IF the FDA does approve the treatment, which I consider likely, and the New Jersey manufacturing facility is fully ramped up by the timeframe outlined in Thursday's press release, then I can see DNDN becoming a hundred dollar stock a couple of years down the road, barring a stock split or a buyout.

Wait - there's more. Once Provenge is granted approval in the United States, I would expect to see a rally in the other cancer immunotherapy stocks, such as AGEN, ONTY and CVM.

Antigenics (AGEN) is preparing to launch the kidney cancer vaccine Oncophage in Russia in the fourth quarter of 2009 and is also awaiting a marketing approval decision by the EMEA in Europe. Oncophage did not meet the standards for a US approval in a previously conducted Phase III trial, but Russia granted approval based on a subset of patients that responded well to the treatment. Additional long term data collected from treated patients since that time has further demonstrated that Oncophage works, according to reports released earlier this year.

Also of note, once regulators and medical professionals began using patient survivability instead of tumor progression as a marker of success for cancer vaccines, it was hard to ignore the fact that extending the lives of patients is exactly what these vaccines were capable of doing. In my opinion, that fact was the highlight of this year's American Society of Clinical Oncology (ASCO) meeting. Hence the run for cancer immunotherapy stocks at the meeting's conclusion.

Also highlighted at the meeting for demonstrating positive late stage trial results was StimuvaxID, Oncothyreon's (ONTY) experimental cancer vaccine that will potentially treat various cancer indications, including lung and breast.

Biovest's (BVTI) BiovaxID also received honorable mention.

Notably missing from the media spotlight, however, was Cel Sci's (CVM) Multikine. Multikine is a head and neck cancer immunotherapy treatment that has been on the sidelines for some time awaiting the commencement of a Phase III trial which Cel Sci has recently stated may begin later this year. Multikine, in my opinion, could be huge if Phase III trials offer the same positive results as the Phase II trials did, and that potential makes the Cel Sci stock (CVM) that much more appealing as a long term investment.

It has long been my opinion that we are on the verge of something big in the arena of cancer treatment and I believe that the cancer vaccines are the next big thing. Patients and Doctors have been lobbying for years for these treatments to become available and it looks like we are getting close to the time that there wishes will be granted.

And yet the full potential of these vaccines is still untapped, in my opinion. They have only been tested on patients that are also receiving chemotherapy and/or radiation treatments, which wreak havoc on a body's immune system. If a cancer vaccine had a healthy immune system to work with - one that was not already beat down by time and other treatments - you have to wonder just how much more of a benefit the treatment would provide to the patient.

When Dendreon announced their plans for the future of Provenge, it offered an insight into what could be coming next for cancer patients, Doctors and investors of the sector.

With the potential of the cancer immunotherapy treatments now coming to light, we're looking at a scenario where everybody wins - patiens and investors alike. However, I always like to point out that the patients bear the true benefit of these treatments - life; an investor's financial gains are largely secondary and hugely unimportant by comparison.

Disclosure: No position DNDN, long AGEN, ONTY, CVM, BVTI
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[GuHu1]

http://www.investorvillage.com/mbthread.asp?mb=971&pm=302626…
Merriman upgrades

Dendreon: Merriman raises their '10 Provenge sales est by ~40% following Analyst day; valuation does not recognize Provenge market potential (26.90)
Merriman notes that yesterday, DNDN hosted its highly anticipated Analyst Day where the co indicated that the sBLA for Provenge is expected to be submitted by mid-Nov and a PDUFA date is expected in mid-2010. upon the anticipated launch of Provenge in mid-2010, the New Jersey manufacturing facility will be at 25% capacity. Dendreon has given product rev guidance for Provenge for the first time saying that sales for 2H10 will range from $60-125 mln. They have raised their '10 Provenge sales est to $70 mln from $49.8 mln. The co also indicated that cost of goods sold (COGS) will be approximately 30% which is in line with their current est, and that COGS could be reduced to 20% over time due to efficiencies. The current valuation recognizes the positive Phase III data; however, it does not truly recognize the true market potential of Provenge in prostate cancer nor a key upcoming catalyst for DNDN; either a partnership for Provenge or an outright acquisition of the co. They see a $49-50 tgt range.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.058.938 von GuHu1 am 25.09.09 16:59:21

Danke, GuHu1, daß hört sich doch gut an!

[GuHu1]

http://www.forbes.com/2009/09/25/cancer-provenge-dendreon-bu…


Provenge
Dendreon Starts Growing Up
Matthew Herper, 09.25.09, 01:50 PM EDT
An clear-eyed analyst meeting marks a turning point for the drugmaker.


Dendreon, the Seattle drugmaker, held a meeting for Wall Street analysts in New York yesterday, highlighting its progress in manufacturing the prostate cancer treatment Provenge.

Investors didn't like what they heard. The company isn't ready to file an application to sell Provenge with the Food and Drug Administration, and won't be until November. If Provenge is approved in the middle of next year, Dendreon will only be able to manufacture and deliver $60 to $125 million of the product, less than many investors were expecting. Shares of Dendreon slipped 5% to $27, giving back gains made on anticipation that something would happen at the meeting, and they continued to edge down Friday morning.

But investors got it wrong. They should be pleased, because the meeting showed Dendreon has begun the difficult transition from a research firm developing a much-hyped experimental drug to a pharmaceutical company with a product to sell.

It's not an easy feat, and the stock's reaction isn't surprising. When Taxol, for example, emerged 20 years ago, you would have thought from all the breathless articles that cancer would be cured forever if we could just grow enough of the yew trees from which the drug was made. When it wasn't, investors were disappointed. Now, this vital cancer drug is seen realistically as a very toxic but very necessary treatment for many cancers.

The good news for Dendreon is that the results of a 500-patient clinical trial that was presented in April are convincing even some die-hard skeptics. Otis Brawley, the chief medical officer of the American Cancer Society, had been one big naysayer, arguing that previous studies of Provenge didn't offer a clear benefit.

"I'm still not 100% convinced, but I'm convinced enough that I actually believe the drug should be FDA approved and I would offer this drug to my patients," Brawley says now. He still says that, if anything, those previous studies made the current result harder to believe. He thinks those previous trials should be barely mentioned in the product's labeling, and that the FDA should require a registry of patients on Provenge to collect more data.

The earlier studies had been part of a 2005 application to the FDA that resulted in a panel of FDA advisers voting to approve Provenge in 2006. But several cancer experts decried the results. The FDA rejected Provenge until more data were available, leading to protests from investors and some patient advocates.

Given that the price of Provenge is expected to be high and that it extends survival for a median of four months, the extra data will likely be a good thing. Provenge will fall into the class of easily attacked cancer drugs like Avastin from Roche and Erbitux from Eli Lilly and Bristol-Myers Squibb.

"When you're talking about a drug this expensive, you really need a large randomized phase III trial before you accept it," says Christopher Amling, a urologist at Oregon Health & Science University. He is excited about Provenge because it has few side effects. "It is another option other than the standard old chemotherapy that's going to make me feel sick," he says.

A lot of the analyst meeting was devoted to descriptions of the blocking-and-tackling of making and delivering Provenge to patients. Dendreon is building plants that could eventually make as much as $2.5 billion of Provenge, depending partly on pricing, which won't be set until after the drug is approved. But the big issue is how to get Provenge to patients.

Each patient gets his own version of the Provenge therapy. His blood must be drawn (Dendreon announced that Red Cross centers will help with this step) and filtered to remove immune cells that are then flown in a special packaging container on commercial airlines to one of Dendreon's manufacturing facilities. (The initial plant is in New Jersey.)

Then technicians expose these cells in bags to a protein found in prostate cancer, training them to attack it. Then the cells are flown back to the patient's doctor, who infuses them just like any other drug. The whole process requires expertise that is a lot more FedEx than Pfizer.

To make this work, Dendreon says it has developed a proprietary software program called Intellivenge, which will help with scheduling appointments and managing the movement of these samples.

Dendreon's meeting also involved some very realistic talk about the size of the market for Provenge. Charles Drake, a professor of immunology and oncology from Johns Hopkins University, said that he thought the initial market would be patients who are not showing symptoms though their disease is spreading. The chemotherapy Taxotere "is a tougher sell" because of side effects, argues Mark Monane, an analyst at Needham & Co.

There were a few moments where the tone of the meeting was unnecessarily boosterish. Neal Shore, medical director of the Carolina Urologic Research Center, was over the top in his enthusiasm during a presentation of the data from the April clinical trial. And a video meant to show the promise of Provenge featured patients who are much younger and healthier than those who will get the drug; those people are likely to not be within the scope of the treatment's marketing approval. Overall, though, Dendreon did a good job showing that it is preparing for the challenges ahead.

[GuHu1]

zu später stunde viel mir rufus beitrag aus dem IV ins auge...
nett wie ich finde.

http://www.investorvillage.com/smbd.asp?mb=971&mn=302961&pt=…

[NoSelters]

http://finance.yahoo.com/news/Dendreon-Awaits-Provenge-zacks…

[GuHu1]

häääää? mal nen test, sehe noselters als letzten poster in der übersicht, aber no, wo ist dein beitrag?

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.066.540 von GuHu1 am 28.09.09 00:30:47

Auch nicht schlecht:

Dendreon Awaits Provenge Approval
By Zacks Equity Research
On Monday September 28, 2009, 2:21 pm EDT
Buzz up! 0 Print
Companiesendreon Corp.
Dendreon Corporation (NasdaqGM: DNDN - News) is likely to become the first company to receive approval from the US Food and Drug Administration (FDA) for an anti-cancer, immunotherapy based vaccine, as it released phase III IMPACT (IMmunotherapy for Prostrate AdenoCarcinoma Treatment) trial results for its key product candidate, Provenge, in April 2009. Provenge boosted survival rates in men with advanced prostate cancer beyond any currently available treatments.

Related Quotes
Symbol Price Change
DNDN 27.52 +0.90


{"s" : "dndn","k" : "c10,l10,p20,t10","o" : "","j" : ""} Dendreon intends to file an amendment to its existing Biologic License Application (BLA) in the fourth quarter of 2009. We believe that the FDA will approve Provenge in the first half of 2010 based on the positive late-stage study results. We also expect the company to announce a partner for Provenge in Europe soon while Dendreon itself will market the drug in the U.S. We believe Provenge could have blockbuster potential if it is approved by the regulators.

Prostate cancer is the most common non-skin cancer in the U.S. and the third most common cancer worldwide. The American Cancer Society estimates that in this decade about 190,000 new cases have been diagnosed each year, and almost 30,000 men die every year from it.

We believe the approval of Provenge is critical for the financial performance of the company since the product has blockbuster potential and the successful commercialization of the drug can drive a company of Dendreon’s size to strong profitability.

The positive IMPACT results caused a significant rise in the company’s stock price. Taking advantage of its high stock price the company raised more than $200 million to support the manufacture and marketing of Provenge.

DENDREON CP (DNDN): Read the Full Research Report

Zacks Investment Research

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.066.540 von GuHu1 am 28.09.09 00:30:47

Auch nicht schlecht, oder?

Dendreon Awaits Provenge Approval
By Zacks Equity Research
On Monday September 28, 2009, 2:21 pm EDT
Buzz up! 0 Print
Companiesendreon Corp.
Dendreon Corporation (NasdaqGM: DNDN - News) is likely to become the first company to receive approval from the US Food and Drug Administration (FDA) for an anti-cancer, immunotherapy based vaccine, as it released phase III IMPACT (IMmunotherapy for Prostrate AdenoCarcinoma Treatment) trial results for its key product candidate, Provenge, in April 2009. Provenge boosted survival rates in men with advanced prostate cancer beyond any currently available treatments.

Related Quotes
Symbol Price Change
DNDN 27.52 +0.90


{"s" : "dndn","k" : "c10,l10,p20,t10","o" : "","j" : ""} Dendreon intends to file an amendment to its existing Biologic License Application (BLA) in the fourth quarter of 2009. We believe that the FDA will approve Provenge in the first half of 2010 based on the positive late-stage study results. We also expect the company to announce a partner for Provenge in Europe soon while Dendreon itself will market the drug in the U.S. We believe Provenge could have blockbuster potential if it is approved by the regulators.

Prostate cancer is the most common non-skin cancer in the U.S. and the third most common cancer worldwide. The American Cancer Society estimates that in this decade about 190,000 new cases have been diagnosed each year, and almost 30,000 men die every year from it.

We believe the approval of Provenge is critical for the financial performance of the company since the product has blockbuster potential and the successful commercialization of the drug can drive a company of Dendreon’s size to strong profitability.

The positive IMPACT results caused a significant rise in the company’s stock price. Taking advantage of its high stock price the company raised more than $200 million to support the manufacture and marketing of Provenge.

DENDREON CP (DNDN): Read the Full Research Report

Zacks Investment Research

[GuHu1]

wurde das schon gepostet

http://www.zacks.com/stock/news/25269/Dendreon+Awaits+Proven…

[GuHu1]

http://files.shareholder.com/downloads/DNDN/734390963x0xS950…

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.081.743 von GuHu1 am 29.09.09 22:45:40

Guter Bericht:

Provenge
Dendreon Starts Growing Up
Matthew Herper, 09.25.09, 01:50 PM EDT
A clear-eyed analyst meeting marks a turning point for the drugmaker.



Dendreon, the Seattle drugmaker, held a meeting for Wall Street analysts in New York yesterday, highlighting its progress in manufacturing the prostate cancer treatment Provenge.

Investors didn't like what they heard. The company isn't ready to file an application to sell Provenge with the Food and Drug Administration, and won't be until November. If Provenge is approved in the middle of next year, Dendreon ( DNDN - news - people ) will only be able to manufacture and deliver $60 to $125 million of the product, less than many investors were expecting. Shares of Dendreon slipped 5% to $27, giving back gains made on anticipation that something would happen at the meeting, and they continued to edge down Friday morning.

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Yahoo! BuzzBut investors got it wrong. They should be pleased, because the meeting showed Dendreon has begun the difficult transition from a research firm developing a much-hyped experimental drug to a pharmaceutical company with a product to sell.

It's not an easy feat, and the stock's reaction isn't surprising. When Taxol, for example, emerged 20 years ago, you would have thought from all the breathless articles that cancer would be cured forever if we could just grow enough of the yew trees from which the drug was made. When it wasn't, investors were disappointed. Now, this vital cancer drug is seen realistically as a very toxic but very necessary treatment for many cancers.

The good news for Dendreon is that the results of a 500-patient clinical trial that was presented in April are convincing even some die-hard skeptics. Otis Brawley, the chief medical officer of the American Cancer Society, had been one big naysayer, arguing that previous studies of Provenge didn't offer a clear benefit.

"I'm still not 100% convinced, but I'm convinced enough that I actually believe the drug should be FDA approved and I would offer this drug to my patients," Brawley says now. He still says that, if anything, those previous studies made the current result harder to believe. He thinks those previous trials should be barely mentioned in the product's labeling, and that the FDA should require a registry of patients on Provenge to collect more data.

Rate This Story
Your Rating
Overall Rating
Reader Comments
Comment On This StoryThe earlier studies had been part of a 2005 application to the FDA that resulted in a panel of FDA advisers voting to approve Provenge in 2006. But several cancer experts decried the results. The FDA rejected Provenge until more data were available, leading to protests from investors and some patient advocates.

Given that the price of Provenge is expected to be high and that it extends survival for a median of four months, the extra data will likely be a good thing. Provenge will fall into the class of easily attacked cancer drugs like Avastin from Roche ( RHHBY.PK - news - people ) and Erbitux from Eli Lilly ( LLY - news - people ) and Bristol-Myers Squibb ( BMY - news - people ).

"When you're talking about a drug this expensive, you really need a large randomized phase III trial before you accept it," says Christopher Amling, a urologist at Oregon Health & Science University. He is excited about Provenge because it has few side effects. "It is another option other than the standard old chemotherapy that's going to make me feel sick," he says.

A lot of the analyst meeting was devoted to descriptions of the blocking-and-tackling of making and delivering Provenge to patients. Dendreon is building plants that could eventually make as much as $2.5 billion of Provenge, depending partly on pricing, which won't be set until after the drug is approved. But the big issue is how to get Provenge to patients.

Each patient gets his own version of the Provenge therapy. His blood must be drawn (Dendreon announced that Red Cross centers will help with this step) and filtered to remove immune cells that are then flown in a special packaging container on commercial airlines to one of Dendreon's manufacturing facilities. (The initial plant is in New Jersey.)

Then technicians expose these cells in bags to a protein found in prostate cancer, training them to attack it. Then the cells are flown back to the patient's doctor, who infuses them just like any other drug. The whole process requires expertise that is a lot more FedEx ( FDX - news - people ) than Pfizer ( PFE - news - people ).

To make this work, Dendreon says it has developed a proprietary software program called Intellivenge, which will help with scheduling appointments and managing the movement of these samples.

Dendreon's meeting also involved some very realistic talk about the size of the market for Provenge. Charles Drake, a professor of immunology and oncology from Johns Hopkins University, said that he thought the initial market would be patients who are not showing symptoms though their disease is spreading. The chemotherapy Taxotere "is a tougher sell" because of side effects, argues Mark Monane, an analyst at Needham & Co.

There were a few moments where the tone of the meeting was unnecessarily boosterish. Neal Shore, medical director of the Carolina Urologic Research Center, was over the top in his enthusiasm during a presentation of the data from the April clinical trial. And a video meant to show the promise of Provenge featured patients who are much younger and healthier than those who will get the drug; those people are likely to not be within the scope of the treatment's marketing approval. Overall, though, Dendreon did a good job showing that it is preparing for the challenges ahead.

[GuHu1]

Antwort auf Beitrag Nr.: 38.084.678 von Magnetfeldfredy am 30.09.09 12:18:27

oh oh, da wird doch nicht etwa sanofi ein auge auf die kleine debbie werfen. hach je immer dieses gerüchteküche...

http://www.bloomberg.com/apps/news?pid=20601109&sid=aySUE1yw…

[NoSelters]

Antwort auf Beitrag Nr.: 38.090.476 von GuHu1 am 30.09.09 22:00:56

Tja,so ändern sich die Zeiten...

"Worst Case" für unsere Little Debbie ist heute nicht mehr die Nichtzulassung von Provenge,sondern der Buyout zu nem Schmähpreis.
( < USD 80 )

Let's See...

[GuHu1]

Antwort auf Beitrag Nr.: 38.090.725 von NoSelters am 30.09.09 22:28:04

meinst du das es so einfach wird....

http://www.investorvillage.com/smbd.asp?mb=971&mn=303266&pt=…

zwischenstand:

http://www.investorvillage.com/smbd.asp?mb=971&mn=303437&pt=…

[NoSelters]

Antwort auf Beitrag Nr.: 38.098.438 von GuHu1 am 01.10.09 20:36:01

Denke schon....



"Erster Spatenstich" in Atlanta...

[crivit]

Antwort auf Beitrag Nr.: 38.104.935 von NoSelters am 02.10.09 16:08:30

Dann lehnen wir uns mal zurück und lassen die MMs den Kurs hin und her schaukeln.
Die Zulassung kann kommen!

[GuHu1]

Antwort auf Beitrag Nr.: 38.104.935 von NoSelters am 02.10.09 16:08:30

und wer bist du auf dem bild....

[NoSelters]

Antwort auf Beitrag Nr.: 38.107.489 von GuHu1 am 02.10.09 21:08:16

"Zuviel der Ehre"...lediglich an den Spaten(und weiterem Equipment) bin ich beteiligt.

[ossi67]

Offtopic und mal nicht direkt DNDN.

Ich habe da mal eine Frage an die Biotech-Profis unter euch.

Hatte am Freitag noch dieses Angebot in der Post.
Hat einer eine Idee, wen die meinen können??
Klingt ähnlich spannend ?!?!?!
-------------------------------- -----------
Revolutionäre Medizintechnik!
Liebe Leserinnen und Leser,
vor vier Monaten hatten wir Ihnen das Einzel-Research für eine Biotech-Aktie angeboten. Inzwischen freuen sich die Bezieher des Einzel-Research über einen Gewinn von 60 %! Dabei ist das erst der
Anfang, denn unser konservatives Kursziel sieht einen Gewinn von 450 % vor.
Sollten Sie unser damaliges Angebot versäumt haben, bieten wir Ihnen eine neue Investitionsidee an.

Revolutionäre Medizintechnik!
Wir haben ein Unternehmen entdeckt, das schon bald den Medizinmarkt revolutionieren könnte. Es geht um eine Krankheit, die mittlerweile 180 Millionen Menschen betrübt. Diese Menschen müssen lebenslänglich eine unbequeme, teilweise schmerzhafte Therapie über sich ergehen lassen, um überleben zu können. Und das jeden Tag!
Das von uns recherchierte Unternehmen ist im Besitz eines Patentes für ein kleines, handliches Gerät, das o. g. Menschen einfach, schmerzfrei und bequem handhaben können, womit die alte verhasste
Therapie entfallen kann. Jedenfalls für einen großen Teil dieser 180 Millionen Menschen. Das Medizingerät und die damit verbundene einfache Therapie ist schon von den Gesundheitsbehörden dreier Länder genehmigt worden. Damit kann der Verkauf starten, was dem
Unternehmen noch im Jahre 2009 erste Umsatzerlöse bringt.
Der Hauptmarkt ist in den USA. Dort prüft die FDA (amerikanische Gesundheitsbehörde) das kleine Gerät und das Therapieverfahren. Zwei von drei Testphasen wurden mit Bravour gemeistert.
Testphase-3 wurde vor 1 ½ Jahren begonnen und steht kurz vor Abschluss. Sobald die FDA auch Phase-3 als erfolgreich einstuft, wird der Aktienkurs wahrscheinlich zu neuen Höhen aufsteigen. Das besondere: Die FDA hat bereits eine Ausnahme-Zulassung erteilt, für
besonders schwere Fälle, in denen das Leben der Patienten ernsthaft bedroht ist und nur noch mit dem kleinen Gerät gerettet werden kann! Das ist ein wichtiger Hinweis darauf, dass die FDA alle bisherigen Tests und Ergebnisse positiv einstuft, denn sonst hätte es die Sonderregelung nicht gegeben.
Testphase-3 steht kurz vor Abschluss. Und deshalb möchten wir Ihnen unser Einzel-Research empfehlen, bevor die FDA-Zulassung erfolgt ist. Denn danach werden wohl deutlich höhere
Aktienkurse bezahlt werden müssen. Natürlich gibt es keine Garantie dafür, dass die FDA das medizinische Gerät/Therapieverfahren für den US-Markt zulassen wird. Aufgrund der schon zwei überstandenen Testphasen und der Sonderzulassung für schwere medizinische Fälle, halten wir die Wahrscheinlichkeit für einen positiven Bescheid sehr hoch.
Der Markt – 25 Milliarden US-Dollar pro Jahr!
Der Markt, in dem sich das von uns recherchierte Unternehmen befindet, hat ein Umsatzvolumen von rund 25 Milliarden US-Dollar pro Jahr. Da das medizinische Gerät und Therapieverfahren weltweit
patentiert und geschützt ist, gibt es keine Konkurrenz. Da die Patienten mit diesem neuen Verfahren eine spürbare Erleichterung erfahren werden, glauben wir, dass das von uns untersuchte
Unternehmen schon in wenigen Jahren einen Marktanteil von 30 % haben kann, mit steigender Tendenz.
Das wären rund 7 Milliarden US-Dollar Umsatz pro Jahr Die Marktkapitalisierung ist momentan nur 150 Millionen USD, so dass sich daraus gewaltige Gewinnchancen ergeben. Um unserem konservativen Ansatz treu zu bleiben, haben wir in der von uns erstellten Umsatz- und Gewinnprognose einen deutlich niedrigere Umsatzentwicklung angesetzt, die nur 1/7 (ein Siebtel)der vorgenannten Umsatzgröße umfasst.
Das Gewinnpotenzial – 1.000 %
Doch selbst damit errechnen wir ein Steigerungspotenzial für den Aktienkurs von 1.000 %! Wir können uns für später noch viel höhere Aktienkurse vorstellen, doch bleiben wir zunächst bei dem
1.000%igen Potenzial.
Die Aktie wird an der Nasdaq (nicht OTC!) sowie in Frankfurt, München, Stuttgart und Xetra gehandelt.
Somit fallen nur geringe Ordergebühren an.
Die positive FDA-Entscheidung für die laufende Testphase-3 kann jederzeit erfolgen, weshalb wir unser Research nur bis zum 16. Oktober 2009 zum günstigen Preis von EUR 69,- inkl. MwSt. anbieten.
Wir würden uns freuen, wenn Sie uns bei dieser außergewöhnlichen 1.000 %-Chance begleiten und erbitten Ihre Bestellung per E-Mail an: [e-mail] unter dem Stichwort „1.000%-Chance
Medizin-Sektor“.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.113.149 von ossi67 am 05.10.09 09:27:53

Auf "so eine Werbung" würde ich nicht viel geben, so wurde unsere Dendreon noch nie "feilgeboten", Gott sei Dank, denn diese "Masche" klappt fast nie!

[ditzeroni]

Antwort auf Beitrag Nr.: 38.113.149 von ossi67 am 05.10.09 09:27:53

Moin
Ich empfehle mal, auf deren Seite zu gehen (http://www.tenbagger.info/index.html) und den Disclaimer zu lesen! Da findet sich folgendes:
Die Autoren behalten sich das Recht vor, zu jeder Zeit Aktien der vorgestellten Unternehmen zu kaufen oder zu verkaufen
Sofern Teile oder einzelne Formulierungen dieser Seite der geltenden Rechtslage nicht entsprechen, nicht mehr oder nicht vollständig entsprechen sollten, bleiben die übrigen Teile des Dokumentes in ihrem Inhalt und ihrer Gültigkeit davon unberührt.
Und die Firma die beschrieben wird hat also $150M Market-Cap?!
Da brauch man nicht viel Kohle, um den Kurs so hoch zu bringen, das die Leute, die rein zufällig eher eingestiegen sind und evtl nen Börsenbrief nebenher veröffentlichen, bei Veröffentlichung des Firmennamens mit schönem Gewinn wieder aussteigen werden!

Falls die Heinis von dem Newsletter wirklich ne Firma entdeckt haben sollten, die ein weltweit geschütztes Produkt mit nem Markt-Vol von $25 Mrd hat und aktuell nur $150 Mio Market-Cap hat, sollten die ihr Leergut wegbringen und alles in die Firma stecken!!
Wer die 600 €/a über hat, kann sich das ja gerne mal gönnen!

Ist ähnlich wie mit den Nervensägen am Telefon von SKL, NKL usw..Wenn man sich ganz begeistert gibt, und die riiiesigen Gewinnchancen total super findet, und der Typ am anderen Ende schon denkt:
"Juhuu, wieder nen Idioten gefunden, Provision sicher!"
Dann den Typen einfach mal fragen:
Wenn das alles sooo toll ist, und man da so sicher die dicke Asche abräumt..warum er das dann nicht auch macht, anstatt andere Leute mit so ner Scheiße bei der Arbeit oder sonstwas zu belästigen..
Dann ist meist ne kurze Pause der Stille, und man kann mit einem schönen Gruß auflegen. Macht echt Spass, einfach mal ausprobieren

Damit´s nicht ganz OT ist:
Noch max 40 Tage bis zum aBLA, der 15. Nov ist übr ein Sonntag!
Wär doch super, Montag morgen die Nachricht zu bekommen, noch vor Börsenbeginn in USA mein ich. Oder ne Woche eher, wär noch besser!

[Datzel]

Lesenswert

http://www.investmentu.com/IUEL/2009/October/the-next-big-th…

[edelupolino]

Grund für den kursrückgang? Motley Fool "rumour mongering"

http://www.investorvillage.com/smbd.asp?mb=971&mn=304725&pt=…

[glaubehoffnung]

Gestern runter, heute wieder rauf !??

Schluckauf oder was ??

[NoSelters]

Short Interrest zum 30.09.: -2,26%

http://www.nasdaqtrader.com/Trader.aspx?id=ShortInterest

So looong...

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.150.752 von glaubehoffnung am 09.10.09 20:33:08

Der newworldinvestor aus USA berichtete gestern, daß 2 Ikonen von Genentech und Roche bei Dendreon ins Management-Board gewechselt sind und vermutet, daß Genentech der Partner für USA wird und Roche für Europa!
Zugleich setzt er Dendreon auf Top-Buy mit KZ 50!

Wenn das keine goldenen Aussichten sind?

[glaubehoffnung]

Wenns stimmt, sollte das für gute Laune sorgen.

Ein wenig trüben tut die € / $ - Parität.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.154.735 von glaubehoffnung am 11.10.09 12:26:14

Laß ma uns überraschen, der newworldinvestor ist sehr seriös und war einer der Wenigen die auch Dendreon bei 3-4 US Dollar empfohlen haben!

[glaubehoffnung]

Jooo, hoffen, träumen und fabulieren

Ich find immer noch ein Erst-Übernahmeangebot zu 50/60 $ sympathisch.

Und dann ne Riesenbalgerei um die mutmaßlich revolutionäre Technologie, nur von mir geträumt

[glaubehoffnung]

Im Ami-Yahoo sind sie ja sehr erwartungsvoll

http://messages.finance.yahoo.com/Business_%26_Finance/Inves…

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.155.055 von glaubehoffnung am 11.10.09 14:27:05

Ich träum mit, aber eigentlich ist mein Traum, einmal einen Tenbagger zu haben, schon in Erfüllung gegangen!

[edelupolino]

Antwort auf Beitrag Nr.: 38.155.134 von glaubehoffnung am 11.10.09 15:06:35

nicht nur da:

Board naturally negative and skeptical
............................

DNDN is in the catbird seat here. This was set in place back in the Spring with the secondary that so many here were wound up about. Even with all of the dirty pool played by the SOBs (may they live and be well, like an onion with their head in the ground and their feet in the air) that have tried to kill off the company and drug DNDN has made it here to the 10 yard line as a 100% owner, independent with cash on hand and a strong PPS.

Given this strong and enviable position, why is there so much negative chatter about what hopefully will be a very strong deal for % ownership and/or ROW.
Certainly I understand the skepticism about good news coming, but to me this seems like a good weekend to relax and look forward to a very nice appreciation in the coming week.

Good luck to all longs, fu<k the shorts and evil doers who bet and work against the patients.

http://www.investorvillage.com/smbd.asp?mb=971&mn=305657&pt=…

[Poppholz]

vorbörslich bereits bei $29,-

[Poppholz]

Antwort auf Beitrag Nr.: 38.158.873 von Poppholz am 12.10.09 13:32:43

über $30,-

[edelupolino]

Antwort auf Beitrag Nr.: 38.158.873 von Poppholz am 12.10.09 13:32:43

ein sehr schöne/lustiger/shorts-nervender traumbericht:

http://www.investorvillage.com/smbd.asp?mb=971&mn=305832&pt=…

Dreaming Of Little Debbie Dendreon
Had trouble sleeping last night because of all the excitement. Could picture Little Debbie Dendreon first as a cupcake with about 100 candles on it, perhaps an omen for the share price shortly. Then I envisioned Little Debbie Dendreon as a cute Blonde in a sexy nurses outfit, this vision I took to symbolize the patients that will be helped.

Imagine the kind of nighmares that must have kept the shorts up last night. It was not a dream that featured Little Debbie Dendreon but a nightmare that featured Massive Manny Margin Call. Tonight I highly recommend for all shorts to sleep on their backs because Massive Manny Margin call will be waking you up for visit(s).

Enjoy the day longs because You have invested in mankind.
Shorts, take solice in your loss perhaps immunotherapy will save a loved one someday. Before shorting another Biotech visit a hospital

[edelupolino]

Antwort auf Beitrag Nr.: 38.159.158 von edelupolino am 12.10.09 14:17:32

305827 30.04 eom 10/12/2009 8:00:23 AM

guter kurs!!

http://www.investorvillage.com/smbd.asp?mb=971&mn=305827&pt=…

[Poppholz]

Antwort auf Beitrag Nr.: 38.159.176 von edelupolino am 12.10.09 14:20:46

mal schauen wann die Kursdrücker kommen.

Das Ziel sollte aber weiterhin steigende Kurse sein.

[Poppholz]

Antwort auf Beitrag Nr.: 38.159.194 von Poppholz am 12.10.09 14:24:57

habe noch zwei weitere Aktien im Depot, die momentan gedrückt werden. Leider gibt es dort noch keinen Kaufdruck wie bei Dendreon.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.159.197 von Poppholz am 12.10.09 14:25:53

Der newworldinvestor hatte Recht:

Top Roche Exec Joins Dendreon Board: BioBuzz
By Adam Feuerstein 10/12/09 - 08:18 AM EDT Leave a Comment
Stock quotes in this article: ONXX , CELG , DNDN
SEATTLE (TheStreet) -- Dendreon(DNDN Quote) added two new directors to its board, including Ian Clark, the current chief executive of Roche's Genentech unit. Before the Roche acquisition, Clark served as Genentech's chief commercial officer.
More from Adam Feuerstein Onyx Adds Blood Cancer Drug in Proteolix BuyHemispherx CEO Carter Speaks: BioBuzzFDA Questions Efficacy of Acorda's MS Drug: BioBuzzBiotech Mailbag: Transdel PharmaHemispherx CEO Spills Ampligen Beans to Stock Cheerleader: BioBuzzTargacept Unveils Depression Drug Data Next Week: BioBuzzCel-Sci Fuzzy With Details of H1N1 Drug TestCel-Sci Booster's Identity in QuestionMannkind Falls on Talk of Partner, FDA Delay: BioBuzzNo Lupus Confab Invite for Immunomedics: BioBuzz Market Activity Celgene Corporation| CELG UPDendreon Corporation| DNDN UPONYX Pharmaceuticals Inc| ONXX DOWNAlso joining Dendreon's board is Pedro Granadillo, a former Eli Lilly(LLY Quote) manufacturing executive. Dendreon hasn't formally announced either additions yet, but option grants to both men were disclosed Friday in filings to the Securities and Exchange Commission. Xconomy.com was the first to report the news Friday.
The addition of Clark to Dendreon's board will undoubtedly raise investor speculation that Roche is interesting in partnering Provenge, Dendreon's prostate cancer immunotherapy.
Investor Reaction to Onyx Deal
(At 7:45 AM EDT) I don't know how investors will react to the news this morning that Onyx Pharmaceuticals(ONXX Quote) is buying privately held Proteolix, but an initial email blast from Cannacord Adams' biotech analyst George Farmer to his clients is probably a fair, early assessment of the deal.
On the plus side, Farmer writes, Proteolix's lead multiple myeloma drug carfilzomib has reported encouraging data in studies treating very late-stage muliple myeloma patients. An FDA approval filing could be submitted next year and the drug has the potential to be a better Velcade, the $1 billion-plus multiple myeloma drug from Takeda.
The structure of the deal -- committing $276 million in cash up front – but with the remainder in earn outs tied to carfilzomib's success -- also seems fair to Onyx shareholders, says Farmer.
On the negative side, "if carfilzomib is so promising, why wasn't the company bought by Celgene(CELG Quote) or Takeda, the most likely contenders," Farmer asks.
Onyx must now also compete against Celgene and Takeda in a multiple myeloma market where it has no experience. Investors may worry that there is a problem with carfilzomib and that the aggressive FDA approval strategy using a single-arm registration study is risky, Farmer says.
BMO analyst Jason Zhang, reached by email, said the upfront payment by Onyx was less than he had expected and that the deal, "could be considered positive given how poor the stock has been."
More investor and analyst reactions to come as they pour in.

[GuHu1]

Antwort auf Beitrag Nr.: 38.159.624 von Magnetfeldfredy am 12.10.09 15:30:59

PR dazu:




Dendreon Announces Election of Ian Clark and Pedro Granadillo to Board of Directors


SEATTLE, WA, October 12, 2009 - Dendreon Corporation (Nasdaq: DNDN) today announced that Ian Clark and Pedro Granadillo have been elected to the Company's Board of Directors. Mr. Clark is currently head of global product strategy and chief marketing officer at Roche, Pharma Division, and, beginning January 1, 2010, he will be chief executive officer and head of North American commercial operations at Genentech, a wholly-owned member of the Roche Group. Mr. Granadillo, now retired, was most recently senior vice president of global manufacturing and human resources at Eli Lilly & Company.

"We are pleased to welcome Ian and Pedro to Dendreon's Board of Directors. Their industry leadership experience commercializing significant oncology products and managing large scale pharmaceutical manufacturing facilities make them ideal additions to our Board of Directors as we expand from a research organization into a commercial enterprise," said Mitchell H. Gold, M.D., president and chief executive officer of Dendreon. "Their commercial expertise will strengthen the existing team at Dendreon as we prepare for U.S. Food and Drug Administration approval and the launch of PROVENGE® (sipuleucel-T) next year."

Mr. Clark previously was executive vice president of commercial operations and senior vice president of oncology commercial operations for Genentech's BioOncology business unit, which focused on global commercialization of the company's diverse oncology pipeline, including Avastin®, Rituxan® and Herceptin®. Prior to his time at Genentech, Mr. Clark was president of Novartis Canada and chief operating officer of Novartis United Kingdom. Mr. Clark received a B.S. in biological sciences from Southampton University in the United Kingdom.

Mr. Granadillo worked at Eli Lilly & Company for over thirty years in total, serving in roles such as vice president of human resources, vice president of pharmaceutical manufacturing, executive director of product operations and director of manufacturing strategy development. As the company's top executive for both manufacturing and human resources, Mr. Granadillo was responsible for the overall management of an extensive network of pharmaceutical manufacturing facilities and for policies affecting the company's global workforce of more than 43,000 employees. Mr. Granadillo received a B.S. in industrial engineering from Purdue University. He currently serves on the Board of Directors of Haemonetics Corporation, Nile Therapeutics and Tigris Pharmaceuticals.

About Dendreon
Dendreon Corporation is a biotechnology company whose mission is to target cancer and transform lives through the discovery, development and commercialization of novel therapeutics. The Company applies its expertise in antigen identification, engineering and cell processing to produce active cellular immunotherapy product candidates designed to stimulate an immune response. Dendreon is also developing an orally-available small molecule that targets TRPM8 that could be applicable to multiple types of cancer as well as benign prostatic hyperplasia. The Company has its headquarters in Seattle, Washington, and is traded on the Nasdaq Global Market under the symbol DNDN. For more information about the Company and its programs, visit www.dendreon.com.

Contact Information:
Katherine Stueland
Vice President, Corporate Communications and Investor Relations
206-829-1522
[e-mail]

[NoSelters]

Tja,das wars meiner Meinung nach vorerst mit "News"...

Denke auch das heutige gap bei $ 27,48 wird in den nächsten Tagen geschlossen.
Also weiterhin,(spätestens bis zur Zulassung) Geduld.Sieht alles gut aus!!!

So looong...

[NoSelters]

Antwort auf Beitrag Nr.: 38.162.190 von NoSelters am 12.10.09 20:47:01

...bin schon gespannt auf die chartanalyse unserer "Cracks"...

gell Hakur..

[GuHu1]

Antwort auf Beitrag Nr.: 38.162.190 von NoSelters am 12.10.09 20:47:01

wenn wir nicht geduldig sind/waren wer dann

[NoSelters]

Antwort auf Beitrag Nr.: 38.162.269 von GuHu1 am 12.10.09 20:58:02

Yep....

Man folgt halt manchmal seinen Visionen....

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.162.269 von GuHu1 am 12.10.09 20:58:02

Genau und so eine Story wie Dendreon, Tenbagger, hat man in seinem Börsenleben vielleicht ein, zweimal, oder?

[GuHu1]

Antwort auf Beitrag Nr.: 38.184.533 von Magnetfeldfredy am 15.10.09 14:59:32

joo, an die $30,00 klopfen wir mal wieder.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.187.682 von GuHu1 am 15.10.09 20:03:09

Wir können uns noch an die US Dollar 3 erinnen, im märz dieses Jahres, Waaaaaaaaaaaaaaaaaaaaaaaaahhhhhhhhhhhhhhhhnnnnnnnnnnsinnnnnnnnn!
Und wir sind immer noch dabei!

[NoSelters]

" L I T T L E ___ D E B B I E ___ D E N D R E O N "




So loooong...

[GuHu1]

http://www.washingtonpost.com/wp-dyn/content/article/2009/10…

[edelupolino]

Antwort auf Beitrag Nr.: 38.202.859 von GuHu1 am 18.10.09 23:51:25

Es ist schon klasse, dass auch die Großen in der welt der presse über unsere firma schreiben -und dann noch aufbauendes !

[NoSelters]

Level 2 Quotes...

Abgespeckt?
Kein Kurs mehr,nur bid und ask,kein life stream mehr sondern nur aktualisierung...,nur noch ein Wert...

Oder gibts noch nen anderen Link?

[ditzeroni]

Antwort auf Beitrag Nr.: 38.206.070 von NoSelters am 19.10.09 15:42:01

Welchen Link nimmst du denn?!
Den hier:
http://www.level2stockquotes.com/level-ii-quotes.html
Das funktionierte gestern noch ohne Probleme..

[edelupolino]

Ein weiteres erschreckendes beispiel, wie Big Pharma sich auf der führungsebene verhalten kann:

Das Goldene Kalb "Mammon" bedeutet alles, der leidende mensch (schaut euch dieses kind an!!!) nichts:

Ich wollt gerade die url angeben, aber es gibt keine fundstelle??!??, nicht mal in der sz online!! (Die zeitung (papier) liegt REALITER vor mir...)

in der Süddeutschen, Montag, 19.10.2009, Untertitel;

"Eine ARD Dokumentation über die Prifitgier der Pharmaindustrie und ihre Folgen"

(darin wird berichtet, dass ein mittel (sehr billig) gegen Neurodermitis von BPharma nicht produziert wird, weil das von BPharma entwickelte mittel (das kaum hilft) mehr moos bringt. Einer der manager sagt verlegen, dies mittel passe nicht in ihr konzept, er könne dies "argument" aber nicht begründen.)


Kauft euch die SZ von gestern!!

[ditzeroni]

Antwort auf Beitrag Nr.: 38.210.763 von edelupolino am 20.10.09 09:09:40

Hab den Bericht in der ARD gestern gesehen, da kriegt man echt das Kotzen!!! Wer es sich selber mal antun möchte, hier klicken:
http://www.ardmediathek.de/ard/servlet/content/3161202;jsess…

Das ist echt der Hammer!!

Ein Mann erfindet eine Creme aus Avocadoöl und B12-Vitaminen, und die hilft gegen Neurodermitis wie Sau, OHNE Cortison und Nebenwirkungen! Klinisch bewiesen, an zwei Universitäten getestet!
Klappert alle Firmen ab, aber keine wills produzieren. Die wollen nur die Patente haben (Wert: ne kühle Mrd €!!).
Die Gründe sind offensichtlich: lieber ne chronische Krankheit mit den eigenen teuren Medis behandeln lassen, als etwas zur Heilung beizutragen bei gleichzeitig viel geringerem Preis, also weniger Gewinn für die Firma!
Am besten war der Typ von Merck: "Nee..das passt nicht in unser Produktportfolio..das können wir nicht produzieren, blablabla.."
Sackt sich aber dann die Proben alle ein und schmiert die seinem Sohn zu Hause auf seine Neurodermitis-Stellen..und, oh Wunder: es hilft!! Aber passt ja leider leider nicht ins Produktportfolio..
Hält ihn aber nicht davon ab, nach noch mehr "Proben" zu fragen..

Erinnert zT doch stark an 2007 und diverse merkwürdige Kommentare, Briefe usw aus Reihen Scher, Hussain und das ganze Dreckspack.. die haben nach der Provenge-Absage mit Sicherheit kein Minus gemacht!! Die Conflicts-of-Interest sind ja jedem bekannt!
Alle korrupt..da hofft man nur, das es die Typen mal irgendwann hoffentlich selber erwischt..

[NoSelters]

Antwort auf Beitrag Nr.: 38.210.756 von ditzeroni am 20.10.09 09:08:18

Genau diesen Link mein ich.
Sieht doch bisschen anders aus als letzte Woche,...oder?

[ditzeroni]

Antwort auf Beitrag Nr.: 38.212.786 von NoSelters am 20.10.09 13:00:41

So ein Mist!!

Das ist genau der gleiche Link, den ich schon sehr lange benutze.
Hatte den als Lesezeichen in meinen Tabs, aber auf einmal kriege ich da auch nur diese "neue" Seite, die ich noch von früher kenne. Aber da gabs kein "auto-refresh", sondern normales real-time streaming. Wüßte auch nicht wo es im Netz was Besseres gibt..also falls einer was weiß, bitte mal posten!
So lange muss das Regenbogen-Wirrwarr wohl herhalten..aber immer noch besser als nix.
Ansonsten kann man auch noch diese YHOO-site öffnen
http://finance.yahoo.com/q?s=dndn
Unter dem Schriftzug:
Dendreon Corporation
(NasdaqGM: DNDN)

steht eine auto-updating kurs..muss man sich halt so aufm Desktop hinschmieden, das es unten passend in einer Ecke steht; mach ich jedenfalls sonst so..

[NoSelters]

Antwort auf Beitrag Nr.: 38.213.178 von ditzeroni am 20.10.09 13:49:21

Da bin ich aber froh...
Hab schon an mir gezweifelt.

Wenn ich was finde stell ichs rein.

[NoSelters]

Antwort auf Beitrag Nr.: 38.213.237 von NoSelters am 20.10.09 13:55:59

Level II Quotes

Derzeit wird überlegt/abgestimmt ob künftig 5 USD monatlich erhoben werden sollen für die bisherige Seite.

Mal schaun ...

[Poppholz]

Antwort auf Beitrag Nr.: 38.213.413 von NoSelters am 20.10.09 14:20:01

hatten die das nicht schon mal gestartet und sind dann doch wieder für alle "offen" gewesen?

Früher bin ich auch oft auf der Seite gewesen, dies hatte dann aber nicht mehr geklappt.

[edelupolino]

kursrückgang (grund?):

Msg308494 at10/22/2009 10:02:33 AM by caseystarman

Re: Falling off a cliff???/ Market Makers Harvesting Stops
Not just for DNDN alone, This is systemic following the Options Expiration Week's artificial environment (that carried over to Monday). We now have a classic Stop-Loss harvest (yes, some there are who like to guarantee low-ball sales of their holdings).

The only question here is how deep the Market Makers will dip before the inevitable bounce back to reality.

[NoSelters]

Antwort auf Beitrag Nr.: 38.233.275 von edelupolino am 22.10.09 16:43:42

Hallo Ede,

könnte mir vorstellen,daß sich auch einige Anleger aus dem Euroraum aufgrund des seit Monaten fallenden Dollars aus solchen Werten zurückziehen.
1,50 ist ne Mauer wo viele die Reißleine ziehen.
Ob man das am Kurs unserer Debbie merkt weiss ich nicht.

So looong...(noch)

[edelupolino]

Antwort auf Beitrag Nr.: 38.233.859 von NoSelters am 22.10.09 17:32:52

Hallo NoSelters,
ich achte bei Dndn nicht auf die €/$ entwicklung, weil zu viele dinge auf diese währungen einwirken.
Der € ist zwar im moment stark, der $ kann aber später z.b. durch gute US-exporte (wg des schwachen $) oder durch zinserhöhung in den USA steigen.

Für mich ist wichtiger, was mögliche Dndn konkurrenten leisten und an neuerungen/verbesserungen bringen könnten:
dann gehe ich relativ zügig raus.

Ideen/Funde hierzu, die ihr habt, bitte an uns alle weitergeben...

Ciao Ede

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.234.951 von edelupolino am 22.10.09 19:13:38

Upgrade crossing
Dendreon initiated with a Buy at Canaccord Adams; tgt $43 (28.09)Canaccord Adams initiates DNDN with a Buy and price target of $43 saying with the randomized Phase III IMPACT trial reported out last April demonstrating a clear intent-to-treat overall survival benefit in men with asymptomatic hormone refractory prostate cancer they believe Dendreon is extremely well positioned to launch Provenge as the first blockbuster therapy for this indication. The firm says this data, along with a previously granted positive recommendation from an FDA advisory committee, an FDA approvable letter, and safe harbor via Special Protocol Assessment, supports the high likelihood of an amended BLA approval in Q2/10.

[edelupolino]

Antwort auf Beitrag Nr.: 38.241.370 von Magnetfeldfredy am 23.10.09 15:46:39

Solche nachrichten hört man gerne.

Ich hab auch mal bei Yahoo.comreingeschaut:
da ist teilweise ein mieses gebashe gegen dndn, offensichtlich von leuten, die von vorgestern sind.

Bei IV gibt es eine interessante warnung, dass mm-s "stop loss orders" abgreifen wollen und versuchen, die aktie zu drücken.

Offensichtlich gelingt es ihnen aber nicht (wie jahrelang vorher), den kurs kräftig nach unten zu treiben!

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.244.167 von edelupolino am 23.10.09 20:24:03

Am Ende wird die Gerechtigkeit und Dendreon siegen!

[GuHu1]

Antwort auf Beitrag Nr.: 38.244.167 von edelupolino am 23.10.09 20:24:03

das dndn gebashe auf yahoo hat tradition...
ich lese da auch des ausgleiches wegen, aber die meisten basher können ihre ansicht nicht untermauern, luftblasen sozusagen.

[NoSelters]

http://advancedprostatecancer.net/?p=770

[NoSelters]

Ich setz mal Hakurs Einverständnis vorraus... Danke!

"If we asume yesterdays down draft was a fake to scare retailers,...
if we assume that yesterday's was a fake down day was manipulated one,
to scare retailers,
the green falling wedge should begin its work and bring in increasing PPS .

lets sse whether it works."

[glaubehoffnung]

Och nöö, jetzt haben die Nervenstarken den Kurs wieder nach 25 $ getrieben

[GuHu1]

arrrgg, nich so toll der kursverlauf....

dem stehen weitere neue jobs bei dndn gegenüber.....

http://www.dendreon.com/careers/

[GuHu1]

SEATTLE, October 29, 2009 - Dendreon Corporation (Nasdaq: DNDN) today announced that management will present at the following upcoming investor conferences.

Merriman Investor Summit 2009
New York City
Tuesday, November 10, 2009
11:00 a.m. ET

Credit Suisse 2009 Healthcare Conference
Phoenix, AZ
Friday, November 13, 2009
11:30 a.m. ET

Lazard Capital Markets 6th Annual Healthcare Conference
New York City
Tuesday, November 17, 2009
10:55 a.m. ET

The presentations will be audio webcast live and available for replay from Dendreon's website,

http://investor.dendreon.com/releasedetail.cfm?ReleaseID=419…

[NoSelters]

Für alle die noch keinen haben...

(nett zum zugucken,wenn das Pünktchen die Farbe ändert und "hüpft")


http://www.marketwatch.com/investing/stock/DNDN

[NoSelters]

Wie lange der wohl noch verschlossen bleiben muss...?

[NoSelters]

Dendreon to Hold Conference Call on Wednesday, November 11, 2009 at 4:30 PM ET

SEATTLE, October 30, 2009 - Dendreon Corporation (Nasdaq: DNDN) management will host a conference call on Wednesday, November 11, 2009 at 4:30 p.m. ET; 1:30 p.m. PT to review third quarter 2009 financial results. Access to the discussion may be obtained as follows:

Time: 4:30 PM ET /1:30 PM PT
Date: November 11, 2009
Dial-in: 1-888-516-2435 (domestic)
or [phone] (international)
Webcast: www.dendreon.com
(homepage and investor relations section)


A recorded rebroadcast will be available for interested parties unable to participate in the live conference call by dialing 1-888-203-1112 or [phone] for international callers; the conference ID number is 5275498. The replay will be available from 6:30 pm ET on Wednesday, November 11 until 11:59 pm ET on Friday, November 13. In addition the webcast will be archived for on-demand listening for 30 days at www.dendreon.com.

[glaubehoffnung]

Und wieder gehts auf die Achterbahn

[GuHu1]

Antwort auf Beitrag Nr.: 38.291.129 von glaubehoffnung am 30.10.09 16:48:33

wird möglicherweise solange weitergehen bis einer der ausstehenden meldungen einschlagen, so oder so.

[GuHu1]

Summary of My Discussion with Schiffman Oct 29
I had a 15 minute discussion with Schiffman on Thursday. I have listed below the questions I asked, along with my best recollection of his answers.

**********************************************************************************************************************************

It is important that all readers understand that I posting this information based on my reliance on memory, and some notes I took while talking to him. While I believe the information to be an substantive representation of my discussion with him, investors should do their own DUE DILLIGENCE.

**********************************************************************************************************************************

Question:

What new data, if any, will be in the final 360 Data and what impact might it have on the FDA or current package?

Answer:

He said there will NOT be a formal release of 360 data. The only additional outcome beyond that which has already been released will be a "final sensitivity analysis". After the 304th death occurred and the data were unblinded, DNDN swept in data as another 30 to 35 patients dies while the original data from the 304 deaths was being and analyzed. The data from these additional deaths were "swept" into and included in the "final data" analysis that was the subject of the PR in April.
After this time, the placebo patients were allowed to take Provenge and the trial ended. So the only bit of additional data remaining is the impact of the last few deaths. By this time, however, the placebo patients would already have been allowed to receive Provenge, and this small bit of data cannot have any impact on a 5+ year trial. Sensitivity analyses and the additional deaths will be in the BLA. Everything they have looked at so far is robust in favor of the data.

Question:

Is the Company on track to file the BLA by middle of November?

Answer:

He said absolutely, and that DNDN management would not guide to a mid November BLD submission if they could not follow through and meet the date.

Question:

Is DNDN Management open to selling the company?

Answer:

DNDN management is not actively looking to sell the company. If a good offer did come through, it would be considered. Hostile efforts to take over the company is not a concern and is not expected.

Question:

How long do you think the FDA will take to approve the drug, considering that they have six months?

Answer:

This is out of DNDN’s control and we will assume six months, however there are a lot of people with an interest in this drug contacting the FDA to expedite/ensure approval, and there is a lot of political pressure to get the drug approved. All of the people that fought against the FDA approval of Provenge back in 2007 no longer have any influence on the FDA. Speculation is that the FDA decision will probably be in the earlier portion of the six month time frame.

Question:

Does JP Morgan represent DNDN in its negotiations with potential ROW partners as was released by a PR by the media?

Answer:

He said DNDN has not commented on whether JP Morgan represents them, and this release was not made by DNDN. I asked if silence by DNDN in the face of such a news item in the media constitutes agreement to the release and he said no. They are, however, represented and partnership discussions are active.

Question:

What is the status of partner negotiations? Why would the partnership negotiations take so long, considering the data has been in DNDN’s hands for over six to seven months?

Answer:

Potential partners were not allowed to talk to DNDN about Provenge until after the IMPACT data were available and summarized, which was some time after the April 14 top line release of the IMPACT results. ROW partnership discussions are active, however DNDN plans to address the US market itself. Any potential partner that pursues the US market will have to buy the company. Partnership negotiations with a biotech often take 6 to 7 months, and DNDN is not a typical company with typical negotiations.

Question:

Why did DNDN allow two Board members to join their Board, yet nothing was brought into DNDN such as Roche buying 20 percent of DNDN at $45 per share, or some other deal being done? Would the addition of Clark to the Board prohibit other competing companies such as J&J, Sanofi Aventis, or BMY from being able to negotiate a deal with DNDN?

Answer:

He told me that this would not preclude another company from talking to DNDN, and if any board members had conflict they would have to recuse themselves. Clark and Granadillo both bring great experience to DNDN. Granadillo had run a commercial operation and was in charge of a complex pipeline in his prior work. Clark brings Genentech CFO leadership, brings a strong network of valuable relationships and expertise to DNDN in their dealings with many aspects of bringing Provenge through the approval process and to market.

Good Luck to all DNDN Longs,

BTB

http://www.investorvillage.com/smbd.asp?mb=971&mn=310015&pt=…

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.295.191 von GuHu1 am 31.10.09 12:12:39

Very impressive!

Also:

Found 90 Employment Opportunities Keywords: N/A Location: All Locations
Job Category: All Job Categories
Req Number: N/A

[glaubehoffnung]

Antwort auf Beitrag Nr.: 38.295.191 von GuHu1 am 31.10.09 12:12:39

"....yet nothing was brought into DNDN such as Roche buying 20 percent of DNDN at $45 per share, or some other deal being done?..."

Das gefällt...

[edelupolino]

Antwort auf Beitrag Nr.: 38.295.191 von GuHu1 am 31.10.09 12:12:39

Hi GuHu,
besonders dies ist toll:

...however there are a lot of people with an interest in this drug contacting the FDA to expedite/ensure approval, and there is a lot of political pressure to get the drug approved. All of the people that fought against the FDA approval of Provenge back in 2007 no longer have any influence on the FDA.

leider sehe ich Scher, Hussein etc immer noch nicht angeklagt oder im knast, wohin diese todes"engel" gehören.
Wieso haben die aber keinen einfluss mehr? Kann mir gut vorstellen,dass die weiter lügen und betrügen - wenn sie selbst nicht mehr votieren dürfen, können sie locker andere geldgierige geier im machtapparat der FDA für ihre interessen (und geldgeber) bestechen.
Ciao
Ede

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.297.741 von edelupolino am 01.11.09 14:08:09

Hi Ede,

vielleicht gibts eine "höhere Instanz" der diese Schurken mal vor dem letzten Gericht zur Rede stellt, würd ich denen wünschen!

[GuHu1]

lassen wir mal die schurken aussen vor und schauen was dndn so weiter treibt.

dndn baut fabriken um sich auf die markteinführung in usa vorzubereiten! alles VOR dem möglichen approval durch die fda.
entweder das managment ist völlig von der rolle oder die wissen genau was da kommen wird!

was denken die \" großen \" darüber?

http://www.mffais.com/dndn

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.299.157 von GuHu1 am 01.11.09 22:47:09

Zulassungsantrag:

Dendreon Completes Submission of Biologics License Application for PROVENGE
Press Release
Source: Dendreon Corporation
On 8:30 am EST, Monday November 2, 2009
Buzz up! 0 Print
Companiesendreon Corp.
SEATTLE, Nov. 2 /PRNewswire-FirstCall/ -- Dendreon Corporation (Nasdaq: DNDN - News) today announced that it has completed the submission of the amended Biologics License Application (BLA) for PROVENGE® (sipuleucel-T), the Company's lead investigational product, to the U.S. Food and Drug Administration (FDA). Dendreon is seeking licensure for PROVENGE for men with metastatic castrate-resistant prostate cancer (CRPC). If approved by the FDA, PROVENGE would represent the first product in the new therapeutic class known as active cellular immunotherapies.

Related Quotes
Symbol Price Change
DNDN 25.27 0.00


{"s" : "dndn","k" : "c10,l10,p20,t10","o" : "","j" : ""} The amended BLA includes data from the IMPACT (IMmunotherapy for Prostate AdenoCarcinoma Treatment) trial, which was conducted under a Special Protocol Assessment agreement with the FDA. The IMPACT study met its pre-specified primary endpoint demonstrating a statistically significant improvement in overall survival in men with metastatic CRPC.

"With the BLA submission complete, we have taken an important step towards reaching our goal of bringing a new therapy to men with advanced prostate cancer," said Mitchell H. Gold, MD, president and chief executive officer of Dendreon. "We look forward to working with the FDA to potentially make PROVENGE the first active cellular immunotherapy to be licensed in the United States."

PROVENGE is available through several ongoing clinical trials, including OpenACT, an open label trial enrolling men with metastatic CRPC, ProACT (PROstate cancer Active Cellular immunoTherapy), and NeoACT (NEOadjuvant Active Cellular immunotherapy). For more information regarding these studies, visit www.clinicaltrials.gov.

About PROVENGE

PROVENGE is Dendreon's investigational product candidate for men with advanced prostate cancer and may represent the first in a new class of active cellular immunotherapies (ACIs) specifically designed to engage the patient's own immune system against cancer. PROVENGE and other ACIs are uniquely designed to use live human cells to engage the patient's own immune system with the goal of eliciting a specific long-lasting response against cancer.

About Prostate Cancer

According to the American Cancer Society, prostate cancer is the most common non-skin cancer in the United States and the third most common cancer worldwide. More than one million men in the United States have prostate cancer. An estimated 192,280 new cases are expected to be diagnosed in 2009. Approximately 27,360 men are expected to die this year from the disease.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.302.251 von Magnetfeldfredy am 02.11.09 14:45:12

Ich freu mich soooooooooooooooooooooooooooooooooooooooooooo, besonders daß Dendreon 14 Tage früher dran ist als erwartet, d.h. die Kranken bekommen Provenge auch früher, jeder Tag zählt!

[glaubehoffnung]

Also schlägt die "Stunde" spätestens am "Tag der Arbeit

Wo, wie, wer oder was ist ROW? Land in Sicht?

[03482]

Antwort auf Beitrag Nr.: 38.304.096 von glaubehoffnung am 02.11.09 17:49:02

ROW = rest of world, d.h. ein Vertriebspartner für die Welt (außer USA).

[edelupolino]

Antwort auf Beitrag Nr.: 38.302.401 von Magnetfeldfredy am 02.11.09 15:04:22

Ich kann dem nur beipflichten -für viele wird der hoffnungsschimmer endlich größer.

[GuHu1]

Antwort auf Beitrag Nr.: 38.302.251 von Magnetfeldfredy am 02.11.09 14:45:12

! na dann...

[GuHu1]

Antwort auf Beitrag Nr.: 38.302.401 von Magnetfeldfredy am 02.11.09 15:04:22

Luke Timmerman 11/2/09
Seattle-based Dendreon said today it has completed all the necessary paperwork for its lead drug candidate, and handed over the amended application for approval to the FDA. The company had told investors to expect this milestone by “mid-November,” so this application came in a few days or even a few weeks ahead of schedule.

Investors have been antsy for months about Dendreon (NASDAQ: DNDN) turning in its amended application to start marketing sipuleucel-T (Provenge) as the first treatment of its kind to actively stimulate the immune system to fight prostate cancer like a virus. That’s because Dendreon reached its goal in a 512-patient study, known as Impact, back in April, generating the sort of evidence of safety and effectiveness that it will need to pass muster.

The FDA will now have a deadline of 180 days to finish its review of the application, although the FDA has to formally accept the application for review before it assigns itself a deadline, says Dendreon spokeswoman Katherine Stueland. Dendreon has said it expects to win approval by mid-2010.

This deadline matters a lot to Dendreon and prostate cancer patients. Dendreon’s stock has boomed this year from as low as $2.55 to as much as $30 on the assumption that its drug is a slam dunk with the FDA because of the results from the Impact study, and it has raised $221 million from investors to build up the manufacturing and marketing muscle it needs to make it a success. The company has also gone on a hiring binge this year as it seeks to make sure it has the talent to make the most of this drug, recently saying it plans to double in size to about 600 employees. If approved, the drug would be the first option of its kind for a disease that kills about 30,000 men in the U.S. each year, and an alternative to Sanofi-Aventis’ docetaxel (Taxotere) a chemotherapy that has been shown to extend lives, but also to cause nasty side effects.

Shares of Dendreon climbed 5 percent at the opening bell to $26.60 on the news.

http://www.xconomy.com/seattle/2009/11/02/dendreon-files-pro…

[glaubehoffnung]

Antwort auf Beitrag Nr.: 38.304.706 von 03482 am 02.11.09 19:04:03

Danke, nett gemeint, war aber eher die salopp formulierte Frage nach dem "wann".

[GuHu1]

na wenn er meint:

http://www.benzinga.com/trading-ideas/long-ideas/36548/cutti…

Cutting Edge Biotech Companies Human Genome Sciences (HGSI) and Dendreon Corp. (DNDN) Are Poised To Go Higher
Posted on 11/05/09 at 12:00pm
Planning to invest in the biotech sector? Louis Navallier says to look for companies like Human Genome Sciences (NASDAQ: HGSI) and Dendreon Corp. (NASDAQ: DNDN) that are on the cutting-edge of innovation, research and developing treatments for major diseases.

After HGSI's drug for Lupus, Benlysta, showed good results in a late stage clinical trial, its stock prices went up. The company partnered with pharmaceutical giant GlaxoSmithKline (NYSE: GSK) to cover the testing expenses. Human Genome's drug for Lupus - a painful disease that occurs when the body's immune system attacks its own healthy tissues - has not been approved in 50 years, and this kind of medication has tremendous revenue potential. Its shares upgraded by almost 50% recently, and Louis Navallier suggests you buy it before it gets any higher, which it very probably will.

Dendreon Corp., whose main product is Provenge, a vaccine for the treatment of prostate cancer, is another important up and coming biotech firm. Dendreon just submitted its drug to the FDA for approval, and it is approved, it will be the only drug of its kind that is available in the US. You can imagine the revenue potential.

[glaubehoffnung]

Gerüchteküche, im Ami-Yahoo gesehn


http://investing.businessweek.com/resear...

[glaubehoffnung]

Jetzt müsste es funzen

http://investing.businessweek.com/research/stocks/news/artic…" target="_blank" rel="nofollow ugc noopener">
http://investing.businessweek.com/research/stocks/news/artic…

[GuHu1]

Antwort auf Beitrag Nr.: 38.330.446 von glaubehoffnung am 05.11.09 20:43:51

um dndn zu kaufen müssen die sowas von tief in die taschen greifen, ich glaubs nicht, derlei gerüchte wurden schon oft verbreitet. aber wer weiß

[glaubehoffnung]

Antwort auf Beitrag Nr.: 38.330.685 von GuHu1 am 05.11.09 21:06:35

Sorgt aber, wie man sieht, für Dampf im Kessel

[glaubehoffnung]

Im Ami-Yahoo-AstraZ galoppieren die Träume und Phantasien

Schön wärs

http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks…" target="_blank" rel="nofollow ugc noopener">
http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks…

[GuHu1]

Antwort auf Beitrag Nr.: 38.331.178 von glaubehoffnung am 05.11.09 22:00:20

yahoo halt....

[glaubehoffnung]

Schön ist, dass nur 1 Cent unter Tageshoch geschlossen wurde

[NoSelters]

Frage....

Ich will das Gerücht von der möglichen Übernahme durch AZN mal nicht völlig von der Hand weisen.
Sollte es soweit kommen,frage ich mich ob der Umtausch in AZN-Shares Auswirkung auf die bestehende Steuerfreiheit hat.

Weiss da jemand Bescheid?

Thanks...

[crivit]

KLasse Artikel über A. Feuerstein und DNDN sowie HGSI!

http://biomedreports.com/articles/most-popular/11704-opinion…

[GuHu1]

Antwort auf Beitrag Nr.: 38.334.162 von NoSelters am 06.11.09 11:42:55

gute frage, kann leider auch nichts sinnvolles beitragen

[glaubehoffnung]

Im Falle eines Tausch-Angebots dürfte, so vermute ich, der DNDN-Kurs parallel mitziehen, solange DNDN nicht vom Markt genommen wurde. Also steuerlich kein wirkliches Problem !?
Reine Mutmaßung, lasse mich aber gern eines Besseren belehren.

[GuHu1]

Antwort auf Beitrag Nr.: 38.339.168 von glaubehoffnung am 06.11.09 21:29:45

auf yahoo gehen die spekus weiter.... buisinessweek .
http://investing.businessweek.com/research/stocks/news/artic…

[NoSelters]

Antwort auf Beitrag Nr.: 38.339.168 von glaubehoffnung am 06.11.09 21:29:45

Hmmmh...stellt sich die Frage für wie lange DNDN in einem solchen Fall noch weitergeführt wird.Ich vermute mal nicht sonderlich lange,ein paar Monate vielleicht.
Die Hälfte meiner Shares will/wollteich aber auf weitere 3-5 Jahre halten.

[glaubehoffnung]

Wieder Schluss 1 Cent unter Tageshoch.

[GuHu1]

Antwort auf Beitrag Nr.: 38.339.466 von NoSelters am 06.11.09 22:13:23

gerüchte no selters das sind bisher nur gerüchte.
die aussage von mitch gold und greg schiffman steht, dndn will provenge in den usa eigenständig vermarkten.

eine kleine hürde gibts ja noch zu bewältigen, die zulassung.

[glaubehoffnung]

Antwort auf Beitrag Nr.: 38.339.672 von GuHu1 am 06.11.09 22:59:06

Klar, die Zulassung steht noch an. Aber vorher, solang die Aussicht als gut bewertet wird, ist billiger als nachher.
Und, z.B., iMo schwächelt der Dollar.

[glaubehoffnung]

Antwort auf Beitrag Nr.: 38.334.162 von NoSelters am 06.11.09 11:42:55

@selters

Aktientausch usw. gilt wahrscheinlich als Neuerwerb.

Quelle leider aus 2004, dürfte aber stimmen

http://www.focus.de/finanzen/steuern/spekulationssteuer-fris…

[NoSelters]

Antwort auf Beitrag Nr.: 38.339.672 von GuHu1 am 06.11.09 22:59:06

Jou...nur Gerüchte,aber ich will für den Fall der Fälle gerüstet sein,...geht immerhin um 25%+ aus xxxxxxx
Und über die "kleine Hürde"wollen wir mal nicht zu viel nachdenken.

[NoSelters]

Antwort auf Beitrag Nr.: 38.340.825 von glaubehoffnung am 07.11.09 13:35:22

Danke für den Link!
Völlig klar ist die Sache nicht.
Hab deshalb mal ne Anfrage bei Codi gestartet.Bin auf die Antwort echt gespannt.(werd sie selbstverständlich reinstellen)

So looong...!!??

[glaubehoffnung]

Antwort auf Beitrag Nr.: 38.341.367 von NoSelters am 07.11.09 17:49:37

Meine Meinung/Mutmaßung, ich muss nicht recht haben:

Sollten allein die Gerüchte sich verdichten oder ein Übernahmeangebot auf den Tisch gelegt werden, dann zieht die DNDN entsprechend nach und es besteht für steuerlich ambitionierte Anleger ausreichend Möglichkeit, alle Träume zu realisieren.
Kann mir beim besten Willen nicht vorstellen, dass die Aktie von Ü-Angebot bis Tausch vom Handel ausgesetzt werden würde. Der Deal muss doch erst mal von DNDN-Aktionären genehmigt werden.

Long-Long Interessierte haben natürlich -relativ gesehen- das Nachsehen.

[edelupolino]

Antwort auf Beitrag Nr.: 38.341.566 von glaubehoffnung am 07.11.09 19:06:21

1.Gold hat seine ganz persönliche anti-krebs-forschung begonnen, weil seine mutter an dieser krankheit starb (die Quelle fehlt mir i.m.). Er ist von einem besonderen auftrag/sendungsbewusstsein erfüllt -warum sollte er verkaufen,wenn er mit seiner hartnäckigkeit schon so weit gekommen ist?
Daraus folgt: aktienkurs geht in unbekannte gefilde.

2.Möglicherweise gibt's aber auch ne andere lösung oder eine irgendwie geartete kombination von beiden. Lösung zwei (vielversprechend!!) könnte die folgende sein: verschiedene rivalen bieten um die schöne braut.:
http://www.investorvillage.com/smbd.asp?mb=971&mn=311466&pt=…

[glaubehoffnung]

Antwort auf Beitrag Nr.: 38.341.724 von edelupolino am 07.11.09 19:59:15

Jooo, alles Nachrichten aus Traumland, aber wer weiss.

[NoSelters]

@hakur:

Hab das Gap auch mit Interesse registriert.
Tradingchance in ein paar Tagen..??
(natürlich nicht mit der "Kern-Posi" )

[hakur]

Antwort auf Beitrag Nr.: 38.352.173 von NoSelters am 09.11.09 21:40:17

Hi No Selters,
dass es ein Gap gibt ist klar.

Dass Gaps geschlossen werden, -Frage der Zeit-, bin ich einig.
Sicherheit darüber ob dies so eintriftft gibts nicht

Dendreon hat bei cirka $7,- ein offenes Gap liegen gelassen!
Hoffen wir dass dies nie geschlossen wird

Also eine klare Empfehlung zum traden kann ich nicht geben,
wenn auch verlockend. Ich werde mit dem traden noch warten bis sich mir eine gute Gelegenheit ergibt eine weitere Position meiner Steuerfreien Shares zu verkaufen.
Möchte meine Geduld, sind glaube schon 3,5 Jahre entsprechend honoriert bekommen.

Immer noch loooong

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.356.319 von hakur am 10.11.09 13:59:58

Hab der Präsentation heute per webcast gelauscht, Schiffman hat`s gut rübergebracht, ich glaube die Partner stehen für ROW schon fest werden nur noch nicht verkündet!
Ich tippe auf Roche!

KZ 50!

[NoSelters]

Antwort auf Beitrag Nr.: 38.356.319 von hakur am 10.11.09 13:59:58

Dendreon hat bei cirka $7,- ein offenes Gap liegen gelassen!
Hoffen wir dass dies nie geschlossen wird

Hallo Hakur,
wurde dieses Gap nicht durch den mysteriösen Shortangriff damals geschlossen? Da gings doch auf ca. $ 6,50 runter...?
Kann mich aber täuschen.

[hakur]

Antwort auf Beitrag Nr.: 38.359.585 von NoSelters am 10.11.09 19:27:36

Hier der schlichte Beweis, das Gap existiert zwischen 6.53 und 7.- Dollar.
Nuß vielleicht hinzufügen das es schon Gaps ( Kurslücken) gibt die nicht geschlossen werden.
Z.B. Break away gaps( (Ausbruchs-Lücke), gehe mal davon aus dass wir dieses so definieren können.
Weiter oben können dann noch sogenannte Measuring Gaps enstehen, diese bleiben auch offen. Sind sogennannte trendbest. Gaps.

Also nicht alle werden unbedingt geschlossen.



Ps.:Mal sehen was diese Woche noch bringt, stehen ja noch ein paar Termine an.

Viel Glück allen looongis,
den anderen natürlich auch

[NoSelters]

Antwort auf Beitrag Nr.: 38.359.889 von hakur am 10.11.09 19:53:33

Danke für die "kleine Lehrstunde"

Wird die nächsten Monate auf jeden Fall superspannend...

So Looong und ....die Nerven behalten!

[wildsulein]

Hallo Hakur! Schön mal wieder einmal was von Dir zu hören.
könntest öfter mal wieder vorbeischaun.
Deine Diagramme sind heiss begehrt!

Ein stiller Leser

[GuHu1]

Antwort auf Beitrag Nr.: 38.361.425 von wildsulein am 10.11.09 22:23:53

du findest den haki und seine charts überwiegend im IV board.

http://www.investorvillage.com/smbd.asp?mb=971&pt=

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.361.687 von GuHu1 am 10.11.09 23:10:01

Servus GuHu1,

ich sag nur 30 US Dollar, wer hätte das im März gedacht?

[GuHu1]

Antwort auf Beitrag Nr.: 38.366.341 von Magnetfeldfredy am 11.11.09 15:58:32

stimmt fredy, aber ob die $30 fallen

[glaubehoffnung]

Wenn die Restof-Meldung eintrudelt, schraubts sich gen 40 $, zumindest zeitweilig, glaub und hoffe zumindest ich

[GuHu1]

Antwort auf Beitrag Nr.: 38.369.040 von glaubehoffnung am 11.11.09 20:34:26

klar wenn die ausstehenden meldungen positiv sind gehts ab, ich meinte heute bzgl. der $30.

[NoSelters]

http://in.reuters.com/article/Health09/idUSTRE5AA4AR20091111

[NoSelters]

http://www.earthtimes.org/articles/show/dendreon-reports-thi…

[GuHu1]

Antwort auf Beitrag Nr.: 38.369.760 von NoSelters am 11.11.09 22:18:19

http://www.investorvillage.com/smbd.asp?mb=971&mn=312368&pt=…

The Fruit is Ripening on the Tree!!!
If you choose to sell afterhours today, I caution you as you reduce your shares.

1. Sales and marketing personnel ARE BEING HIRED and they are of A HIGH LEVEL.
2. Director of Sales and Marketing will be hired shortly.
3. Manufacturing personnel ARE BEING HIRED or HAVE BEEN HIRED.
4. Dendreon HAS DECOUPLED a Rest Of World Partnership from FDA Approval. It was said in Black and White today!!!
5. ROW Partner will Head of Approval Process in Europe.

You best think about how ripe and sweet is getting on the tree!!!!

Ford

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.370.070 von GuHu1 am 11.11.09 23:20:19

Dendreon (DNDN), were today's noteworthy initiations: Leerink started Dendreon with an Outperform rating and $40 target. The firm expects Dendreon to receive FDA approval of PROVENGE for prostate cancer and that recent survey results support a favorable commercial outlook

[edelupolino]

Mal wieder was interessantes zu pps, wo der autor auf einen umsatz kommt, den schon cyberhexe ca 3/07 errechnet hat (1 billion in sales):

Valuation calculations when approved..

courtesy of YMB... by bredie


The first full year of Provenge sales will be 2011. Forgetting about ROW (U.S. only), you're looking at $1B in sales (roughly 17,000 patients @ $60k each). Gross margins will come in around 70-75% and net margins 40-45%. This results in $400MM in profits or roughly $3.70 per share. A 20-25 multiple gives you a stock price of ~$75 in 2010 after FDA approval and Provenge sales start. With the amount of pentup demand for Provenge after years of inadequate medical solution, patients will be lining up outside their urologist's office to get their order placed (and the NJ facility will be cranking it out 24/7).

The market will quickly discount the 2012-2013 scenario, however, which will include sales closer to $2B as well as an equivalent level of sales outside the U.S. Given the high profit margins inherent in a product like Provenge, you can quickly come up with profits exceeding $1B per year ($9.00 per share) on worldwide revenue of $4B.

Accordingly, Dendreon DNDN will trade substantially higher.

For a good comparison, look at Celegene (CELG). Revenue (around $3B for 2010) and gross/net margins similar to what DNDN has forecast for Provenge worldwide. However, CELG has a $24B market cap which is roughly 8x DNDN.

I think CELG represents what DNDN could/will look like 2 years down the road. This would imply a stock price of $240 per share...even more conservative assumptions lead one to derive substantial appreciation both imminently upon FDA approval of Provenge, as well as down the line.

Finally, none of this includes any value upon future pipeline products of Dendreon (Neuvenge, etc.). If anything in the pipeline pans out, you're talking about the next Amgen 4-5 years from now and anybody who bought today at $29 will be retired alongside myself on the sunny beaches of Rio de Janeiro.

> IV, http://www.investorvillage.com/smbd.asp?mb=971&mn=312763&pt=…

[ditzeroni]

Kennt noch einer diesen Vajo-Typ?!

Hier seine professionelle Einschätzung zu DNDN:
http://www.de.sharewise.com/aktien/US24823Q1076-dendreon/ana…

Man achte auf den roten Punkt!! Einfach mal klicken und die "Analyse" durchlesen
Hochprofessionell!

Einfach mal ein paar Thesen aufstellen und als Fakt annehmen, daraus dann seine eigenen Schlüsse ziehen..oh Mann..
Hoffe das nimmt keiner ernst!

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.401.616 von ditzeroni am 17.11.09 12:04:31

Ja ja der VaJo!

[NoSelters]

Langsam wird little Debbie auch in deutsch gelobt...

http://www.investor-verlag.de/zwei-biotech-aktien-fuer-ihre-…

[ditzeroni]

Antwort auf Beitrag Nr.: 38.413.239 von NoSelters am 18.11.09 18:40:16

Das ist die ziemlich wortwörtliche Übersetzung von dem Artikel hier:
http://www.investmentu.com/IUEL/2009/November/dendreon-corp.…

Aber immerhin hats einer übersetzt und veröffentlicht..is ja auch schon mal was
Gibt ja immer noch Leute, die sowas aus dem Netz von nem wildfremden Menschen eher glauben, als wenn sie es von einem langjährigen Bekannten seit Jahren erzählt bekommen..muss ja jeder selber wissen; aber das kennen hier ja bestimmt auch mehrere, denk ich mal

[edelupolino]

Antwort auf Beitrag Nr.: 38.413.239 von NoSelters am 18.11.09 18:40:16

...wird auch langsam zeit!

Zeit u.a. auch für Herrn Lafontaine, der laut aussagen einer online-zeitung (vor ca 2 stunden gelesen) an der prostata operiert werden wird.

Vielleicht ist er der erste deutsche patient, der mit Provenge behandelt wird (wenn er schlau ist).

Bin zwar nicht sein parteifreund, ich würd es ihm aber trotzdem gönnen.

[NoSelters]

Antwort auf Beitrag Nr.: 38.414.565 von edelupolino am 18.11.09 21:28:23

Ja,...hatte es im Radio gehört und sofort an Provenge gedacht.

Vielleicht sollte man Ihm zu gegebener Zeit einen entsprechenden Link senden.

[GuHu1]

Antwort auf Beitrag Nr.: 38.414.565 von edelupolino am 18.11.09 21:28:23

Vielleicht ist er der erste deutsche patient, der mit Provenge behandelt wird (wenn er schlau ist).

glaub ich nicht, bis provenge hier zu haben ist geht noch einige zeit ins land. die zwei zusätzlichen fabriken sind einzig für den us markt geplant.

ein möglicher row- bzw. eu- oder asia partner (je nach dem) muss die entsprechenden kapazitäten erst schaffen, zulassung setze ich mal vorraus.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.415.001 von GuHu1 am 18.11.09 22:22:43

Hi,

soviel ich gehört habe, läßt er sich operieren, wünschen wir Ihm trotz politischer Irrfahrt alles Gute!

[edelupolino]

Antwort auf Beitrag Nr.: 38.414.867 von NoSelters am 18.11.09 22:05:58

und @GuHu und Fredy

halt ich auch für 1 gute idee, ihn über alle parteigrenzen hinweg über die existenz von Provenge zu informieren.
Jeder kranke btaucht alle hilfe der welt.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.420.065 von edelupolino am 19.11.09 16:23:48

Genau Ede!

[GuHu1]

Antwort auf Beitrag Nr.: 38.420.577 von Magnetfeldfredy am 19.11.09 17:19:44

ok ok, vieleicht gehts ja doch ein wenig schneller für oskar.

IR email and response from Jennifer

First shout out to Joseph for his permission to post this board post regarding an email he sent and response from Jennifer below,

I finally received a reply from Dendreon Investor relations regarding the ex-us partnership. I have been inquiring for several weeks and was totally ignored until today. This is the email verbatim:

“Hello Joseph, and thank you for your email.
An ex-US partnership for PROVENGE is of great interest, obviously to Dendreon, but also to our shareholders. The good news is that there has been good interest from potential partners and that conversations with potential partners are under way. The news you probably don’t want to hear is that I’m unable to give you more of an update than that at this point. Here’s why. One can never predict what the party across the table will do, so we will never project a timeframe for completing a deal. I hope this makes sense. Thank you again for your email.”

Best regards,
-Jennifer

_____________________________
Jennifer Cook Williams
Investor Relations
Dendreon Corporation
[phone]
[e-mail]

http://www.investorvillage.com/iv2/mbthread.asp?mb=971&tid=8…

[glaubehoffnung]

Antwort auf Beitrag Nr.: 38.422.488 von GuHu1 am 19.11.09 21:30:09

Wer hätte anderes erwartet?

Ist doch gut so: es bleibt Dampf im Kessel und irgendwann - in wohl nicht allzu ferner Zukunft, wie ich glaube- gibts ne Überraschung

[GuHu1]

Antwort auf Beitrag Nr.: 38.422.649 von glaubehoffnung am 19.11.09 21:49:27

auf die warten alle, ich weiss ja du hast eine übernahme im auge.
ich für meinen teil stehe auf das volle program, sofern es glatt über die bühne geht.

[hakur]

Antwort auf Beitrag Nr.: 38.422.945 von GuHu1 am 19.11.09 22:19:22

\"ich für meinen teil stehe auf das volle programm\"
hierzu meine vollste Zustimmung Guhu

Habe so die Idee das Mr. Gold auch alles daran setzt damit Dendreon die alleinigen Rechte in den USA behält.
Mit Gregory Schiffman hat er ja einen ausgewiesenen Profi an seiner Seite , dieser hat meines Wissens als Finanz Experte Affimetrix über 5 Jahre lang nach vorne gebracht. Also denke dieser Schifman kennt das Geschäft von innen und wird die entsprechenden strategischen Schachzüge im Koffer mitgebracht haben.

so looong

Ps.:habe ich gerade im IV gefunden
http://www.investorvillage.com/smbd.asp?mb=971&mn=313398&pt=…

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.423.328 von hakur am 19.11.09 23:35:20

Good news:

UPDATE 1-FDA says Dendreon's drug application is complete
Fri Nov 20, 2009 9:07am EST Email | Print | Share| Reprints | Single Page[-] Text [+]
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* Dendreon says FDA has accepted Provenge application

* Says will respond to the application by May 1, 2010

BOSTON, Nov 20 (Reuters) - Dendreon Corp (DNDN.O) said on Friday that the U.S. Food and Drug Administration has accepted its application to market its experimental prostate cancer vaccine and will rule on whether to approve it by May 1, 2010.

The drug, Provenge, is designed to treat men with advanced prostate cancer. If approved, it would be the first in a new class of treatment which use live human cells to activate a patient's own immune system.

The company has said it would be able to make enough Provenge to generate potential sales of $60 million to $125 million in the second half of next year. It expects to ramp up production to full capacity by late 2011 at plants in New Jersey, Atlanta and Los Angeles -- enough to support potential annual sales of $1.2 billion to $2.5 billion.

(Reporting by Toni Clarke, editing by Dave Zimmerman)

[GuHu1]

Antwort auf Beitrag Nr.: 38.427.323 von Magnetfeldfredy am 20.11.09 16:11:32

thx fredy

[NoSelters]

Eine Einschätzung von KD,welche ich auch sehr realistisch sehe:

No way CBER has another AC

There is no way the FDA is going to empanel another AC on Provenge. The CBER division of the FDA would like to approve Provenge as soon as they can. Approval is the only way they move past their disgraceful history as related to Provenge.



If CBER wants to move on triumphantly and help usher in a new era at the FDA, then the will move expeditiously with regards to Provenge. This would be in accordance with their promises and as indicated by their quick announcement of acceptance. Approval by Christmas and even CTL will throw much praise their way for acting expeditiously! Quick approval will result in a PR bonanza for CBER……long delay and/or an AC would assure that they have to relive their previous mess over and over again.



An AC or long approval process either one does many things the FDA and especially CBER do not want, such as keeping Provenge and the FDA sins of the past in the spotlight for the world to see.



Can you imagine the chaos that would be another AC hearing on Provenge? Anybody with pre conceived negative thoughts on Provenge would not even want to participate as an expert (would not touch the invite with a ten foot pole). I would also guess that they would have a thousand people trying to attend including hundreds from here. So unless they really want a big pep rally an AC would be a foolish waste of time and resources.



They don’t even have to waive an AC here….they have already had one so it is done.



With the original BLA it took the FDA two months to announce acceptance of the application….the acceptance of the response to the CR was done in less than 3 weeks.



This is a simpler process this time….plus they have known that the aBLA was coming and were thus much more prepared to receive it and begin review then upon initial filing of the original BLA.



One last thing: Did I mention that this was a treatment for a late stage patient class who lack good treatment options. I know the FDA is very busy, but this is kind of important. They can get it done, IF they want to…by Christmas.

[GuHu1]

Antwort auf Beitrag Nr.: 38.428.373 von NoSelters am 20.11.09 18:09:22

hi no, hab ich im yahoo board aufgeschnappt, inwieweit das korrekt ist?

http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks…

The Pdufa rules clearly state that it the FDA fails to prevent marketing within 90 days of acceptance of the Abla as required, the Approvable letter triggers the Commercial marketability of the NDA. Now The FDA accepted the Abla on Nov, 19th plus 89 days puts us into Mid February. I bet the "intent to market" response is already completed.
Dendreon originaly said that we wouldn't have impact results until Mid 2010, We got it in late 2009. They said we wouldn't have the Abla until Q3 2010, we have that in Q4 2009. I think I smell the cake coming out of the oven already... Just put the frosting on it all ready!

[NoSelters]

Antwort auf Beitrag Nr.: 38.430.048 von GuHu1 am 20.11.09 21:50:57

"The Pdufa rules clearly state that it the FDA fails to prevent marketing within 90 days of acceptance of the Abla as required, the Approvable letter triggers the Commercial marketability of the NDA."

Hi Guhu,
sollte diese Regelung tatsächlich bestehen,so verstehe ich nicht,wofür der Termin der FDA Anfang Mai noch gut sein soll.
Oder gab es eine diesbezügliche Regelung in dem Approvable Letter von 2007?...eher nicht.
Merkwürdig...

Freun wir uns halt mal auf Weihnachten....


So Loooong...

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.431.343 von NoSelters am 21.11.09 14:09:13

Dendreon bekämpft auch die Arbeitslosigkeit in den USA:

Found 101 Employment Opportunities Keywords: N/A Location: All Locations

[GuHu1]

Antwort auf Beitrag Nr.: 38.431.343 von NoSelters am 21.11.09 14:09:13

habs ja bewußt mit fragezeichen und gepostet.
konnte im iv nichts finden, die gehen sich derzeit bzgl. neuerlichem ac an die gurgel......

[glaubehoffnung]

Antwort auf Beitrag Nr.: 38.434.769 von GuHu1 am 22.11.09 23:19:19

Warum Wiederholung des AC?
Wurde doch alles 2007 geklärt, die fehlende Wirksamkeitsstudie jetzt mit Erfolg beigebracht, so hab ichs jedenfalls verstanden!?

Glaub eher, dass die Nerven bei einigen blank liegen.

[glaubehoffnung]

Und überhaupt: niemand redet mehr von Übernahme oder ROW, vorzeitiger Zulassung oder was auch immer.

Ich für mein Teil finde, das ist ein gutes Zeichen, will mich überraschen lassen.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.440.179 von glaubehoffnung am 23.11.09 18:56:21

Wird dort der ROW Partner vorgestellt?

SEATTLE, Nov. 25 /PRNewswire-FirstCall/ -- Dendreon Corporation (Nasdaq: DNDN - News) today announced that management will present at the following two investor conferences next month.

Related Quotes
Symbol Price Change
DNDN 27.20 0.00


{"s" : "dndn","k" : "c10,l10,p20,t10","o" : "","j" : ""}

NASDAQ OMX 23rd Investor Program, London
Tuesday, December 1, 2009
4:30 a.m. ET

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.452.515 von Magnetfeldfredy am 25.11.09 13:59:05

Geheimsprache!

[GuHu1]

Antwort auf Beitrag Nr.: 38.452.702 von Magnetfeldfredy am 25.11.09 14:26:30

werden wir sehen, denkt man ja bei jedem auftritt des managements.
letztlich waren alle spekus bzgl. row oder übernahme schall und rauch.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.456.517 von GuHu1 am 25.11.09 20:35:33

Denke mal, daß sich big pharmas Zeit lassen bis die Zulassung definitiv da ist, oder?

[glaubehoffnung]

Geduld.

Ist ja ulkig, wg läppischer 60 Mia im Osten kriegt der DAX Durchfall, da haben wir aber vor nem Jahr in ganz anderen Dimensionen geschwelgt.

Tztztz, ob die Ami`s auch Panik kriegen?

[glaubehoffnung]

Morgen Investoren-Konferenz/Präsentation in LONDON

http://finance.yahoo.com/news/Dendreon-Announces-Webcast-prn…

Wär doch ne Gelegenheit, um den ROW-Partner zu präsentieren!???
Na ja, o.k., aber träumen wird man doch wohl noch dürfen

[glaubehoffnung]

Gehört zwar nicht in den DNDN-Thread, aber trotzdem, weils hier keinen SOMX-Thread gibt, schaut euch mal Somaxon an, am 4.12. gehts um Appr., heut 50 % Plus, Insomnia, iMo ca 100 Mio $ Kaptalisierung.

Kann spannend werden , hop oder flop, das gefällt mir

[NoSelters]

OFF TOPPIC

Die Bürgermeisterin von Zürich über die Machenschaften bezüglich Schweinegrippe.
(also Finger weg)

Das toppt die "Dendreon-Saga" um einiges!

http://mediathek.viciente.at/2009/10/vortrag-von-jane-burger…

P.S. Couragierte Frau...

[glaubehoffnung]

Antwort auf Beitrag Nr.: 38.481.496 von NoSelters am 30.11.09 19:23:28

Man muss aber nicht auf jeden Verschwörungs-Unsinn reinfallen.

Hier ne sachliche Betrachtung von Jane...
http://millus.kulando.de/post/2009/11/09/jane-b-rgermeister-…" target="_blank" rel="nofollow ugc noopener">
http://millus.kulando.de/post/2009/11/09/jane-b-rgermeister-…

[NoSelters]

Antwort auf Beitrag Nr.: 38.482.153 von glaubehoffnung am 30.11.09 20:42:50

Uuuuups....

Da hab ich was völlig verpeilt...

Bleiben wir besser bei Debbie...

[GuHu1]

Antwort auf Beitrag Nr.: 38.489.106 von NoSelters am 01.12.09 18:57:17

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.490.048 von GuHu1 am 01.12.09 20:51:49

KE:

Dendreon Announces Proposed Public Offering of Common Stock
Press Release
Source: Dendreon Corporation
On 5:09 pm EST, Tuesday December 8, 2009
Buzz up! 0 Print
Companiesendreon Corp.
SEATTLE, Dec. 8 /PRNewswire-FirstCall/ -- Dendreon Corporation (Nasdaq: DNDN - News) announced today that it has commenced an underwritten public offering, subject to market and other conditions, of 15,000,000 shares of its common stock pursuant to an effective shelf registration statement. Dendreon intends to grant to the underwriters a 30-day option to purchase up to an additional 2,250,000 shares of common stock to cover over-allotments, if any. J. P. Morgan Securities Inc. and Deutsche Bank Securities Inc. will act as joint book-running managers of the offering.

Related Quotes
Symbol Price Change
DNDN 26.64 0.00


{"s" : "dndn","k" : "c10,l10,p20,t10","o" : "","j" : ""} Dendreon intends to use the net proceeds of the offering to fund expenditures in connection with the investment in its manufacturing facilities, including the accelerated build-out of new facilities in Atlanta, Georgia and Orange County, California (providing for additional capacity from such facilities in mid 2011) and build-out of the remaining capacity at its Morris Plains, New Jersey facility, to fund investment in information technology infrastructure and product support systems, to hire manufacturing, sales and marketing, quality and other personnel in preparation for the licensure by the FDA and commercialization of PROVENGE® (sipuleucel-T), for third-party contract supply costs, and for general corporate purposes, including working capital.

Dendreon has filed an automatically effective registration statement on Form S-3 relating to the sale of these securities with the Securities and Exchange Commission (the "SEC"). Copies of the preliminary prospectus supplement and related base prospectus for this offering, when available, may be obtained by contacting: J.P. Morgan Securities Inc., c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, New York 11717, or by calling 1-866-803-9204; or Deutsche Bank Securities Inc., Prospectus Department, Harborside Financial Center, 100 Plaza One, Jersey City, New Jersey 07311-3988, or by calling 1-800-503-4611. An electronic copy of the preliminary prospectus supplement and related base prospectus for the offering will also be available on the SEC's website, www.sec.gov.

Doch kein ROW vor der Zulassung?

[glaubehoffnung]

Ist doch ein gutes Zeichen. Die glauben an sich, ziehen die Sache voll durch.

Vllt übernimmt ein "strategischer Partner" Teile oder alles!?

[glaubehoffnung]

Huckman hat den 12.1.2010 fest im Blick
http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks…" target="_blank" rel="nofollow ugc noopener">
http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks…

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.538.837 von glaubehoffnung am 09.12.09 20:02:23

Sehr sehr interessant, meinst Du, daß Dendreon dort schon einen ROW Partner vorstellt oder bereits das approval erhält?

[glaubehoffnung]

Antwort auf Beitrag Nr.: 38.539.977 von Magnetfeldfredy am 09.12.09 22:22:16

Ist schwer zu deuten, aber iMo egal, der Markt hat den heutigen Tag gelassen quittiert, DNDN ist zu stark in allen Belangen, wie`s scheint....

[GuHu1]

Antwort auf Beitrag Nr.: 38.540.010 von glaubehoffnung am 09.12.09 22:29:25

Found 117 Employment
Opportunities Keywords: N/A
Location: All Locations
Job Category: All Job Categories
Req Number: N/A

http://www.dendreon.com/careers/

[GuHu1]

Antwort auf Beitrag Nr.: 38.539.977 von Magnetfeldfredy am 09.12.09 22:22:16

nehmen wir mitch`s aussage, dann wird der row partner nach dem approval bekannt gegeben bzw. dann greift ein entsprechender vertrag dndn hat nie etwas anderes gesagt, nur das man verhandelt.......

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.540.338 von GuHu1 am 09.12.09 23:58:39

Kein schlechter Neuzugang:

Dendreon Appoints Hans Bishop as Chief Operating Officer
- Seasoned Global Oncology Executive Joining Team, Expanding Company's Commercial Expertise -

Press Release
Source: Dendreon Corporation
On 6:30 am EST, Thursday December 10, 2009
Buzz up! 0 Print
Companiesendreon Corp.
SEATTLE, Dec. 10 /PRNewswire-FirstCall/ -- Dendreon Corporation (Nasdaq: DNDN - News) today announced that Hans Bishop has joined the Company as chief operating officer, effective January 4, 2010. Mr. Bishop most recently served as president of the specialty medicine business at Bayer, where he was responsible for a diverse portfolio of oncology, hematology, and neurology products. Mr. Bishop also served as an executive vice president of Bayer HealthCare LLC.

Related Quotes
Symbol Price Change
DNDN 26.11 0.00


{"s" : "dndn","k" : "c10,l10,p20,t10","o" : "","j" : ""} As a member of the Dendreon executive management team, Mr. Bishop will be responsible for preparing for and leading the commercial launch of PROVENGE® (sipuleucel-T), including sales and marketing, as well as manufacturing, supply chain, quality, and facilities engineering.

"Hans' extensive and successful global commercial experience will add tremendous value to Dendreon's already strong executive team as we prepare for the launch of PROVENGE in the coming year," said Mitchell H. Gold, M.D., president and chief executive officer. "Hans' deep knowledge of sales and marketing, manufacturing and operations will be integral to our success as we transform Dendreon into a commercial organization and work to fulfill our mission of transforming the lives of patients with cancer."

During his tenure leading specialty medicine at Bayer HealthCare, Mr. Bishop grew the specialty medicine business into a euro 3 billion global franchise, including overseeing the successful growth of Nexavar® and the significant expansion of the company's oncology pipeline. Prior to this position, Mr. Bishop served at Chiron Corporation as senior vice president of global commercial operations, as well as vice president and general manager of European biopharmaceuticals. In these roles, Mr. Bishop was responsible for commercial operations for the Global Biopharmaceuticals Division, leading country operations and programs such as new product development and pricing.

Earlier in his career, Mr. Bishop served in roles of increasing responsibility that included sales and marketing as well as business development at Glaxo Wellcome and SmithKline Beecham. He also spent four years as the executive vice president of operations with a global telecom service company, where he managed nine subsidiaries on three continents, before facilitating the sale of the company in 2004.

Mr. Bishop received a B.S. in chemistry from Brunel University in London.

About Dendreon

Dendreon Corporation is a biotechnology company whose mission is to target cancer and transform lives through the discovery, development and commercialization of novel therapeutics. The Company applies its expertise in antigen identification, engineering and cell processing to produce ACI product candidates designed to stimulate an immune response. Dendreon is also developing an orally-available small molecule that targets TRPM8 that could be applicable to multiple types of cancer as well as benign prostatic hyperplasia. The Company has its headquarters in Seattle, Washington, and is traded on the Nasdaq Global Market under the symbol DNDN. For more information about the Company and its programs, visit www.dendreon.com.

Wird Bayer der ROW Partner?

[edelupolino]

Antwort auf Beitrag Nr.: 38.542.950 von Magnetfeldfredy am 10.12.09 12:58:37

Hi Fredy,
wollt ich auch gerade reinstellen-
der hintergrund des neuen mannes hört sich doch wie geschaffen für Dndn an!
Weiterhin viel spaß mit Dndn

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.543.096 von edelupolino am 10.12.09 13:23:43

Servus Ede,

wünsch ich Dir und uns allen Investierten auch, besonders den Prostatakrebskranken daß Provenge bald zugelassen wird!

[edelupolino]

Antwort auf Beitrag Nr.: 38.543.870 von Magnetfeldfredy am 10.12.09 14:56:31

News von Dndn

SEATTLE, December 10, 2009 - Dendreon Corporation (Nasdaq: DNDN) announced today that it has priced its underwritten public offering of 15,000,000 shares of its common stock at a price to the public of $24.75 per share. Dendreon also granted to the underwriters a 30-day option to purchase up to an additional 2,250,000 shares of common stock to cover overallotments, if any. The offering is expected to close on December 15, 2009, subject to customary closing conditions................

denn man auf zum kauf!

[GuHu1]

http://www.xconomy.com/seattle/2009/12/10/dendreon-raises-35…

[GuHu1]

Seal Beach visit
It appears they are accelerating the build out.

As Rynotheknife suggested, I parked the car and talked with one of the workers- an electrician on site laying conduit and cable. According to him, he is one of eight electricians but he noted that there would soon be thirty to forty electricians on the job.

I asked him about the completion date for the plant - he heard 6 to 8 mos. When he got the call for the job, they told him to “bring his skates” because it’s a fast-track job. Quite a few workers on site – I would say at least 20 in the building while I was there.

They’ve removed the front doors so much of the interior is visible. They’ve gutted the inside - there is no longer a second floor throughout much of the interior. It looks like they’re about to start the interior framing (I know nothing about constructions so I could be off on this).

There are quite a few constructions vehicles on site– a large construction grader and a small dozer on the side of the building and a couple of small tractors inside. Overall, lots of activity in and around the building – much more so than two weeks ago.

I didn’t take any pics – didn’t want to be thrown off site. They now have security/warning signs posted and a security booth set up in the parking lot. I’ll stop back next week, snap some shots and, talk with some more folks.

It’s very exciting to see this moving at such a rapid pace -glta.

http://www.investorvillage.com/smbd.asp?mb=971&mn=316757&pt=…

[GuHu1]

Price target increase...
Dendreon tgt raised $40 at Brean Murray following capital raise announcement (25.19 -0.46)
Brean Murray raises their DNDN tgt to $40 from $35 followings yesterday's announcement of common stock offering of 15 mln shares at $24.75 per share. The firm notes that they have revised their rev ests to incorporate the effects of this large capital raise, which they believe will support an expedited completion of DNDN's manufacturing facilities. As such, the firm now projects sales to grow from $76 mln in 2010 to about $1.2 mln in 2013. Even given the substantial dilution, the firm's tgt raise comes from their belief that DNDN can now target the U.S. market with greater capacity sooner than previously expected, and for the time being the firm has removed European sales, as, unlike the FDA, the EMEA is not under any agreement with DNDN. By raising U.S. projections and removing the minority component that the firm had in E.U. projections, the COGS relative to revenue markedly improves due to DNDN booking all U.S. sales

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.554.640 von GuHu1 am 11.12.09 20:52:49

Hört sich gut an!

[GuHu1]

Antwort auf Beitrag Nr.: 38.555.486 von Magnetfeldfredy am 11.12.09 23:04:11

ja fredy bin auch gespannt wo, wann und wohin die reise geht.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.555.572 von GuHu1 am 11.12.09 23:36:09

Wir sind ja schon einen Teil der wunderbaren Reise mitgegangen und ich werde weiterreisen mit Dendreon:

Dendreon Announces Exercise of Option by Underwriters in its Common Stock Offering
Press Release
Source: Dendreon Corporation
On 6:13 pm EST, Friday December 11, 2009
Buzz up! 0 Print
Companiesendreon Corp.

SEATTLE, Dec. 11 /PRNewswire-FirstCall/ -- Dendreon Corporation (Nasdaq: DNDN) announced today that the underwriters of its previously announced public offering have exercised in full their option to purchase an additional 2,250,000 shares of common stock at the public offering price of $24.75 per share. The exercise of the option increases the size of the offering to an aggregate of 17,250,000 shares of common stock. Dendreon expects to receive net proceeds from the offering of approximately $409.5 million, after deducting underwriting commissions and estimated offering expenses. The offering, including the purchase of the additional option shares, is expected to close on December 15, 2009, subject to customary closing conditions.


Related Quotes
Symbol Price Change
DNDN 25.31 -0.34


{"s" : "dndn","k" : "c10,l10,p20,t10","o" : "","j" : ""}
J. P. Morgan Securities Inc. and Deutsche Bank Securities Inc. acted as joint book-running managers of the offering. Citigroup Global Markets Inc., Morgan Stanley & Co. Incorporated, Lazard Capital Markets LLC, Leerink Swann LLC and Needham & Company, LLC acted as co-managers.



The shares of common stock will be issued pursuant to Dendreon's effective registration statement on Form S-3 filed with the Securities and Exchange Commission (the "SEC"). Copies of the prospectus supplement and related base prospectus for this offering, when available, may be obtained by contacting: J.P. Morgan Securities Inc., c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, New York 11717, or by calling 1-866-803-9204; or Deutsche Bank Securities Inc., Prospectus Department, Harborside Financial Center, 100 Plaza One, Jersey City, New Jersey 07311-3988, or by calling 1-800-503-4611. An electronic copy of the prospectus supplement and related base prospectus for the offering are also available on the SEC's website, www.sec.gov.



This press release shall not constitute an offer to sell or the solicitation of an offer to buy nor shall there be any sale of the securities in any jurisdiction in which such offer, solicitation or sale would be unlawful. The offering of these securities will be made only by means of a prospectus supplement and accompanying base prospectus. The securities being offered have not been approved or disapproved by any regulatory authority, nor has any such authority passed upon the accuracy or adequacy of the registration statement or the prospectus contained therein.

[edelupolino]

über 1 möglichen partner:

http://www.investorvillage.com/smbd.asp?mb=971&mn=317019&pt=…

[NoSelters]

Mal ne Frage an die Charttechniker...

Ist heute ein "Open Gap" entstanden oder wurde dies durch den vorbörslichen Handel geschlossen?
Also grundsätzliche Frage ob der Pre Market mitberücksichtigt wird oder nicht.

http://www.marketwatch.com/investing/stock/DNDN

Danke für eventuelle Infos!

Weiterhin... So loooong!

[GuHu1]

http://www.thestreet.com/_yahoo/story/10645419/1/biotech-cal…

[GuHu1]

Antwort auf Beitrag Nr.: 38.566.566 von GuHu1 am 14.12.09 22:32:39

http://www.xconomy.com/seattle/2009/12/15/the-top-five-biote…

[GuHu1]

Deustche Bank Confab comments
Partnership negotiations:

Relevant factors mentioned today were: (1) Relationship with a partner should be long term, ie, including future Provenge developments, (2) Partner has insisted on getting a part of US, and (3) Dendreon is resolute in going alone in the US.

The conflict between (2) and (3) was clearly the reason to delay the partnership negotiations and made necessary the shelf offering netting DNDN more than $400M. People criticizing DNDN for the recent stock sale instead of an immediate partnership should think about the "long-term" part of point (1) and what it means to preserve the future value of Provenge in the US.

DNDN has a phase-3 trial P-11 on ADPC and has started NeoACT to see the effect of Provenge as a neo-adjuvant to a primary treatment of PC. If the results of these trials turn out positive, the market for Provenge could be expanded to 4 to 8 times larger than the current HRPC indication being sought for. Thus, any partnership agreement that yields a share of that revenue could become a significant future loss of shareholder value.

As company management often observed, they have already done significant work and spent large sums of money to realize that future Provenge development into earlier phases of PC. No partner can help to move that forward any faster than what has been done. Thus, there is little reason to give up any part of that potentially huge market for just the kind of money that they could and did get from the shelf offering. Long term investors should be happy with how the company is executing.

FDA approval:

It was good to hear that the FDA has had access to the clinical data since the summer, ie, before the submission of the BLA was completed. Further, the FDA team to evaluate the BLA remains the same as the one in 2007. Thus, they are already familiar with how the data should be looked at. The FDA has not indicated that they will convene another Advisory Committee. That is in contrast to 2007 when the FDA said from the start that one was to be expected. What all this says is that there is a good chance that approval could come earlier than the PDUFA date in May 2010.

Scientific data presentation:

The company appears confident that they will be presenting new data on CD54 and long term effects of Provenge on the immune system and the cancer at both AUA and ASCO in 2010. That should be good for the launch of Provenge around then.

Back to the partnership negotiations, their much better knowledge about long term Provenge effects is likely what gives them confidence in the working of Provenge in earlier stages of the disease. In turn, that might be why they insist on keeping the value of the entire US market for current and future shareholders.

http://www.investorvillage.com/smbd.asp?mb=971&mn=317360&pt=…

[GuHu1]

http://www.fool.com/investing/high-growth/2009/12/18/3-reaso…

[glaubehoffnung]

Und noch ein kleines Trösterchen: In den letzten zwei Wochen haben wir durch den Dollar-Anstieg 5 bis 6 % gemacht

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.601.835 von glaubehoffnung am 19.12.09 11:46:43

.....und der Euro wird meiner Meinung nach 2010 weiter verlieren!

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.602.602 von Magnetfeldfredy am 19.12.09 16:01:31

Frohe Weihnachten allen Dendronen!

[GuHu1]

Antwort auf Beitrag Nr.: 38.630.935 von Magnetfeldfredy am 25.12.09 08:11:59

danke dir auch

[glaubehoffnung]

Antwort auf Beitrag Nr.: 38.631.823 von GuHu1 am 25.12.09 21:15:18

Halleluja, 27,42 $, ist schon eher auffällig, oder !???

[GuHu1]

Antwort auf Beitrag Nr.: 38.664.116 von glaubehoffnung am 04.01.10 21:52:06

jo glaube ist ein netter start ins neue jahr.

[GuHu1]

Dendreon Announces Webcast Presentation at 28th Annual J.P. Morgan Healthcare Conference

SEATTLE, January 5, 2010 - Dendreon Corporation (Nasdaq: DNDN) today announced that management will present at the 28th Annual J.P. Morgan Healthcare Conference in San Francisco on Monday, January 11, 2010 at 3:00 p.m. P.T.

The presentation will be audio webcast live and available for replay from Dendreon's website, www.dendreon.com. If you are unable to listen to the live webcast, it will be archived on the site following the presentation. To access the replay, go to the Investor Relations section of the website.

Dendreon Corporation is a biotechnology company whose mission is to target cancer and transform lives through the discovery, development and commercialization of novel therapeutics. The Company applies its expertise in antigen identification, engineering and cell processing to produce active cellular immunotherapy product candidates designed to stimulate an immune response. Dendreon is also developing an orally-available small molecule that targets TRPM8 that could be applicable to multiple types of cancer as well as benign prostatic hyperplasia. The Company has its headquarters in Seattle, Washington and is traded on the Nasdaq Global Market under the symbol DNDN. For more information about the Company and its programs, visit www.dendreon.com

[glaubehoffnung]

Ja warum kaufen die denn?

Waren wieder 3 angenehme Tage, dürfte mindestens noch bis Montag gehen, wenn nicht über die Präsentation hinausgehende besondere Ahnungen dahinter stecken sollten, die 30$ dürften wieder aufm Bildschirm erscheinen, glaub ich

[GuHu1]

Antwort auf Beitrag Nr.: 38.678.997 von glaubehoffnung am 06.01.10 21:22:58

lassen wir uns überraschen, je näher wir dem 1 mai kommen desto irrer werden die reaktionen auf irgendwelche conference calls.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.679.174 von GuHu1 am 06.01.10 21:44:45

Roth Capital hat DNDN mit "buy" erstmals aufgenommen!

[ossi67]

Antwort auf Beitrag Nr.: 38.678.997 von glaubehoffnung am 06.01.10 21:22:58

Mal sehen wie wir heute schliessen.
Das alte 52W-High vom 16.10.09 haben wir heute erstmal durchbrochen

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.685.091 von ossi67 am 07.01.10 16:43:20

Das wärs oder wird`s:

Sanofi Buys Dendreon

Both companies are working on drugs for prostate cancer. Everything with Dendreon (DNDN) hinges on its cancer drug, Provenge. The drug was approved in 2007 and then revoked pending new data from a continuing study. That data was released earlier this year and met all target points. On that alone, the drug stands a great chance, never mind the fact that the results exceeded expectations. Management and the FDA are working closely together to work through the issues. Sanofi (SNY) already has a prostate cancer drug, Taxotere, with $2 billion-plus in sales. Taxotere has enormous side effects, however, compelling many men to prefer cancer than use the drug. Provenge solves many of the issues and Sanofi would probably love to scoop it up before Dendreon becomes a $50 stock post-approval.

[GuHu1]

http://biz.yahoo.com/e/100108/dndn8-k.html

Entry into a Material Definitive Agreement, Change in Directors or Principal Office

Item 1.01. Entry into Material Definitive Agreement.
On January 6, 2010, Dendreon Corporation (the "Company") entered into a Construction Management Agreement (the "Agreement") with Turner Construction Company ("Turner") to retain Turner to perform construction related services and to monitor, supervise, administer and contract for the build-out and development of the Company's new manufacturing facility located in Union City, Georgia. The Agreement provides for substantial completion and delivery of the new facility on October 28, 2010, assuming receipt of necessary construction permits and the absence of certain delays outside of Turner's control. The Agreement provides for liquidated damages in the event Turner fails to meet the required delivery date in accordance with the Agreement. The guaranteed maximum price for the completion of all work under the Agreement is $39.9 million.

[GuHu1]

Antwort auf Beitrag Nr.: 38.693.766 von Magnetfeldfredy am 08.01.10 14:55:58

hi fredy, was ist denn damit gemeint?
...The drug was approved in 2007 and then revoked pending new data from a continuing study...

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.698.101 von GuHu1 am 08.01.10 21:42:16

Servus GuHu1,

ich denke das bedeutet, daß die erreichten primary endpoints vom April 09 die "continuing study" betrifft!

Gruß

Fredy

[GuHu1]

Antwort auf Beitrag Nr.: 38.699.168 von Magnetfeldfredy am 09.01.10 08:46:17

sinds 400 oder 600 mio auf tasche, 3 produktionsstätten ( 2 produktionsstätten in bau eine wird erweitert). mitch`s aussage dendreon vermarktet provenge in usa eigenständig und eine row partnerschaft erst nach zulassung.

sollte sanofi entsprechend zum zug kommen dann wird`s teuer, richtig teuer!

[GuHu1]

http://www.thestreet.com/story/10658328/1/mad-money-lightnin…

.....Dendreon (DNDN Quote): "If this company's cancer drug works, it's going through the roof. In the interim, I think we stay long." .....

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.700.682 von GuHu1 am 09.01.10 16:48:58

Von mir aus kann`s sauteuer für Sanofi werden!

[GuHu1]

Antwort auf Beitrag Nr.: 38.703.617 von Magnetfeldfredy am 10.01.10 18:56:18

stimmt auch wieder fredy.

The Dendreon team has been working tirelessly over recent months on the build out of our New Jersey facility in order to expand capacity and provide sipuleucel-T to patients as quickly as possible.

alles weitere dazu hier:
http://activation.dendreon.com/expanding-our-facilities/

[Bachalor]

ist schon komisch
da habe ich mit hnab richtig was verloren
dann holt man den verlust mit dndn,hgsi und eln schnell wieder rein

ende noch nicht absehbar

[Poppholz]

Antwort auf Beitrag Nr.: 38.704.141 von Bachalor am 10.01.10 21:31:09

aus diesem Grunde macht eine Mischkalkulation im Depot auch Sinn.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.704.123 von GuHu1 am 10.01.10 21:24:06

Super interessant der Link!

[GuHu1]

http://www.reuters.com/article/idCNN1111952320100112?rpc=44

[glaubehoffnung]

Jetzt trottet die Prozession wieder gen 29 $, was haben die denn von ner Präsentation erwartet!?

Gott sei Dank herrscht wohl bis spätestens 1. Mai Klarheit. Und bis dahin kann jeder Tag etwas Neues bringen, es bleibt spannend, glaube ich.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.721.209 von glaubehoffnung am 12.01.10 20:18:57

Tolles Interview mit Hr. Bischoff von Dendreon:

Re: Hans Bishop Aims To Keep Provenge Trains Running On Time (whole article)
Excellent article Donlfought - Thank You - BTW CELG's current market cap is over $26 billion - here is the whole thing:

Dendreon’s New Operations Man, Hans Bishop, Aims to Keep Provenge Trains Running on Time

Luke Timmerman 1/19/10

Dendreon has a new man on the spot, and his name is Hans Bishop. The Seattle biotech company (NASDAQ: DNDN) settled the raging debate last year about whether its immune booster can help men with prostate cancer live longer without serious side effects. Now the company has graduated to a less glamorous, but equally important phase in which it must show that it can effectively manufacture and market its first-of-a-kind drug, sipuleucel-T (Provenge).

That responsibility falls to Bishop, its new chief operating officer. Bishop, 45, is a native of the U.K. who most recently worked as president of the specialty medicine business at Bayer Healthcare. He officially started at Dendreon on Jan. 4. He and his wife—who oversees communications at the Bill & Melinda Gates Foundation—have already moved into a new place in downtown Seattle which is about a 15 to 20-minute walk from Dendreon’s Belltown office.

I met Bishop and Dendreon’s vice president of communications, Katherine Stueland, while they were attending the JP Morgan Healthcare Conference last week at San Francisco’s Union Square. Before diving too deep, it’s worth noting that Bishop’s first name is correctly pronounced as “Hahnce,” not the Germanic-sounding “Hahnz.” He’s heard it both ways, and told me he doesn’t care when people get it wrong, but there you have it.

Like most of our interviews, I sought to get to know the person as well as the situation he is stepping into at an important local biotech company. Here are the highlights of the conversation.

Xconomy: Where are you from, and how did you get started in the pharmaceutical business?

Hans Bishop: I’m from New York, in the sense that’s where I was living last. My last job was as president of specialty medicine at Bayer. That was a 3 billion Euro business comprised of oncology, hemostasis, urology, and ophthalmology. It’s all of the specialty medicine parts of the Bayer business.

Hans Bishop
But I was born and raised in the U.K., trained as an organic chemist. I’ve spent pretty much all of my career, not all, but pretty much all, in healthcare and pharmaceuticals.

X: How did you find out about the Dendreon position?

HB: I met [CEO] Mitch [Gold] and the team during a business development discussion. I’m embarrassed to tell you that I wasn’t that aware of Dendreon in my prior job. I met them through business development talks, and I was really amazed. I learned about the product for the first time when I met with them, and the clinical data they had generated. I was really impressed with the product, all the technology they had built around the product, and the management team. So I came away really impressed. I was really delighted two weeks later when the phone rang and I was asked if I was interested in meeting with them about this position.

X: So Mitch Gold recruited you, after he met you when you were on the other side of the bargaining table?

HB: You should get the quote from Mitch, but Mitch clearly came away impressed with me. While it was unclear if he wanted Bayer as a partner, it was clear that he wanted me to join. That’s how it happened.

X: Why did this job appeal to you?

HB: I think Dendreon is unique at this point in time. There are several parts of that. Provenge addresses the needs of a group of patients who have got some very poor choices. The product is really launching into a market with a substantial unmet medical need. That’s important.

The product, of course, is unique. It’s not only unique in terms of the obvious clinical benefits—no one has shown a more than 4 month survival benefit in these patients—but it’s unique in terms of how well-tolerated it is. You put that together, and it’s going to be an important option for men with late-stage disease. That’s always my first test—how clear is the unmet need and how well does the new therapy address it?

The second thing is that it’s a company and a group of people that have already shown their ability to truly innovate. I’m proud to join a team that has that track record of innovation, and resilience.

X: What do you bring to the table that the company needs at this point?

HB: Commercialization experience, first and foremost. I’ve spent most of my career launching and growing major pharmaceutical products. Provenge is going to be a major therapeutic vaccine.

I’ve also had a good deal of experience with complex manufacturing environments. We (at Bayer) had an important manufacturing challenge to manage. And thirdly, managing growth. I’ve learned how to build organizations that are fast-growing.

X: Which product had the complicated manufacturing issues?

HB: Factor VIII (Kogenate). One of the businesses I ran before had a major product called Kogenate. It’s a recombinant protein for hemophilia. Actually, it’s the largest molecule administered in man. It’s a giant naturally occurring protein. It’s designed to fall apart in the body, naturally, with a limited half-life. So manufacturing is quite difficult. It isn’t inherently stable. It’s different than what we (Dendreon) do, and in some sense, what we do is a good bit simpler.

X: How is Provenge simpler?

HB: The intrinsic manufacturing steps are relatively straightforward. They are well-characterized. The company has shown in more than 1,000 patients already that it can do this in an incredibly reproducible way. The logistics around it [in which blood is shipped from the clinic to Dendreon and back] are different to other therapeutic proteins, but the inherent manufacturing isn’t particularly complex.

X: What are the top three priorities on your to-do list?

HB: To make sure we build a world-class team. The organization is going to grow substantially as we prepare for launch. Bringing in the best of the best is important to us. It’s going well so far, by the way. We just hired a number of district managers that I really believe fit that criteria.

We also need to make sure all the things you need in place for a good commercial launch are in place. We need to educate urologists and oncologists about the clinical data set we have, and the benefits of Provenge.

There are a couple things we clearly need to manage between now and the launch. In the first quarter of this year, we’ll have an inspection from the FDA of our manufacturing plant [in Morris Plains, NJ]. Those are the three major things on the list.

X: What do you want to accomplish in this first year on the job?

HB: The priority, without a doubt, is a successful launch of Provenge. All the other things we just talked about will support a successful launch of Provenge. That’s where I’ll spend all my time.

X: Will you be closely involved in figuring out what the price will be?

HB: Sure. What we’ve said is we’ll price Provenge similarly to other novel biologic drugs that extend lifespan.

X: I’ve heard that before. Can you be a little more specific? Will this be in the Erbitux range or the Avastin range? [Editor's note: Eli Lilly's cetuximab (Erbitux) antibody drug for lung cancer costs about $80,000 per patient, while Roche's bevacizumab (Avastin) antibody for lung cancer costs $8,800 per month, which can cost as much as $100,000.]

HB: I don’t think we’ll say more than that. It wouldn’t be appropriate. We haven’t made a final decision. But that’s the range in which we’re doing our analysis.

X: How has health care reform affected your ability to set the price?

HB: There’s been nothing directly in this round of healthcare reform that will change the process for us. There is no change. But we take the general debate very seriously. One of the things you find when you walk into the company is that this is a “patients-first” company. People come to work at Dendreon because they want to do something for patients with cancer, with our first product being for prostate cancer.

X: What worries you about this job, and keeps you up at night?

HB: It’s helpful to have a degree of paranoia when an organization is growing very fast. You need to pay attention to the details. You need to be involved in the key hiring decisions. You need to make sure that your first line of managers are really very able.

Katherine Stueland: We had 190 employees in March, and we started the year with 450. By the time we plan to launch Provenge, we should be at about 600 people.

HB: You’ve got to be intimately involved in many aspects of the business. You’ve really got to pay attention to where the team is just doing great and you can leave them alone, or where they need a little more support and coaching, or where they might need additional resources.

X: What other key slots need to be filled on the management team? Are there certain lieutenants you need to bring in to help you?

HB: There are two sets of positions that I am most focused on right now. We’re looking for a senior vice president of sales and marketing. In fact, the breakfast I just had was with [a job candidate]. And we’re also soon to hire two more vice presidents, who will be manufacturing heads in our second and third manufacturing plants. Those are very important hires. Those are big jobs inside Dendreon, and we are looking to bring in some new talent.

X: What kind of applicants are you getting? Because in talking to people around this meeting, I’m struck by how many Dendreon haters are still out there.

HB: They’re fading fast.

X: People are asking me if they think the drug is going to be approved. I don’t know if it’s jealousy, mistrust, something historical, or what it is, but this still seems like a company that some people love to hate.

HB: I’m new. I’ve been here one and a half weeks. I’ve had, I don’t know, 50-odd meetings this week. Overwhelmingly, the impression I get is that even former skeptics now get it. They now understand this is going to be an important therapeutic. There will always be skeptics out there. Apparently, you’ve met a few. But the impression I get is that the vast majority of people now get the importance of what we’re doing.

X: Are you becoming a talent magnet? Can you draw the kind of people you need to make this drug into a success?

HB: Yes, absolutely. Before I even joined the company, my hiring had been announced [December 10]. And you know how the e-mail addresses at Dendreon are pretty simple. And I picked up my new BlackBerry, about three weeks before my first day. I switched on my BlackBerry, and on my first day, I had e-mails from premier oncology company reps who were saying, “I’ve been following you closely. I want a job. Who do I speak to?” It’s been striking. There’s a huge amount of interest.

KS: The caliber of the people we are seeing are the best of the best from pharma. They are interested in coming on board with a company like Dendreon that has a rare opportunity to make the transition from an R&D company over the past decade to a company that’s on the cusp of commercializing a very high-profile product like Provenge.

X: A question on manufacturing. I know you just raised a lot of money [$630 million last year]. Do you have enough capacity as things stand now to meet demand during the early phases of the launch?

HB: We’ll be capacity constrained for about 12 months. At launch, there will be less capacity than there is demand. But with this raise, and the fact that we are bringing forward the construction of the Atlanta facility, and California, that period of time is only 12 months. We’ll have both of those plants online by the middle of 2011.

X: How much demand do you anticipate during those first 12 months? I’ve heard CEO Mitch Gold say that Provenge has 93 percent brand recognition already from the target population of urologists and oncologists who would prescribe Provenge, already, before you’ve ever run an ad.

KS: We expect demand is going to be high, but we’re also aggressively communicating that we’ll be launching it as we ramp up our manufacturing facility. Our goal is to make sure that physicians and patients understand that over time, more capacity will be built.

X: Is that a concern that patients who want the drug, and can’t get it, might be pretty unhappy about that? This is, as you say, a life-extending therapy.

HB: We would clearly like to be in a position where we could supply all the patients from Day 1. But as you think about the investment that Dendreon has made in manufacturing, prior to product approval, it’s truly extraordinary. I don’t know if we’ve disclosed the precise capital figure, but we are at risk in building three manufacturing plants before the FDA has approved the product. I don’t know of any other example of a company now that’s putting more capital at risk to get ready.

Every company needs to decide how much it’s going to invest before approval. What I’m saying to you is that we’re investing a very significant amount in capacity. But there will be a period, about 12 months, before we are up to full capacity and we can be assured we can meet full demand.

X: What is one thing you’d like to change now that you’re on board at Dendreon?

HB: I’d like to have a senior vice president of sales and marketing in the office on Monday [laughs].

X: You’re kidding, right?

HB: Well, we’ve had a good week this week. But yeah, it probably won’t happen on Monday.

But yes, I’m looking forward. I’m a great admirer of any organization that shows resilience, and the team at Dendreon has clearly shown resilience [with the FDA delay of Provenge in May 2007]. It’s a great test of any organization’s core strength.

I’m also hugely complimentary of the work that’s been done to manage the supply chain. You’ll hear people say—and you referred to skeptics earlier—who say, “Oh, Provenge, it’s complicated.” If you’re a physician, this is how complicated it is. You put in a call to our call center to schedule a patient. Two days later, the activated cells arrive at your office. That’s it. Everything else in the supply chain process, we take care of all those different steps. I’m very happy about it.

X: What’s the biggest misconception out there about the company? Is it the manufacturing logistics question?

HB: I think that’s one. People think the doctors need to get involved in scheduling the apheresis [a procedure in which blood is drawn and filtered]. They don’t. The product is going to be very simple to use.

KS: You asked before about things that Hans might want to change, but there are also things we want to maintain. And as we grow from 190 to 450 people to 600 people, one of the things we want to maintain is the culture.

HB: I’m sure about that. What are we at now, 450 people? Of that, I’m certain that 90 percent come to work because of patients. When you have a foundation where the culture is that strong, we need to continue to focus on that. We need to make sure that will grow with us.

X: Will you get involved with managing the pipeline as well, or are you exclusively going to be focused on Provenge?

HB: That’s not my day job, but clearly that’s something that Mitch has the management team discuss vigorously. Yes, for sure, I’ll work on the pipeline.

X: Will the manufacturing facilities that you are building now be ready and equipped to make other products for clinical trials?

HB: Yes. Our next most advanced clinical program is Neuvenge. It uses exactly the same technology platform as Provenge, but applies it to metastatic breast cancer. It uses clearly a different antigen, but a similar delivery cassette. And similar manufacturing processes. And if we’re successful with Neuvenge, it will absolutely utilize the structures we are putting in place now.

X: Is that moving ahead in clinical trials?

HB: We hope to start a Phase 2 program later this year, or early next year.

X: Five years out, what are your goals personally, and for Dendreon as a company?

HB: The first priority is to meet the needs of patients. That will continue to be our first aspiration. From a business perspective, the twinkle in our eye is to build a company that’s a bit like [Summit, NJ-based] Celgene (NASDAQ: CELG). That’s a company that many of us on the management team greatly admire.

X: What did they do right that you admire?

HB: They did many things right. They successfully commercialized their first product. They made smart choices developing their pipeline. They have a great team. And they managed their growth outside of North America very successfully. It’s important to remember for Provenge that the opportunity outside of North America is probably three times bigger than the opportunity in North America. The rest of the world opportunity is very important. It’s several years away. We are focused on the U.S. launch and getting that right. We have no manufacturing capacity outside of North America, so it is several years away. But don’t lose sight of the fact that it’s an important opportunity.

X: How can it be three times bigger?

HB: The numbers work roughly like this. If you look at the epidemiology of the disease in the big five countries of Europe, it’s about the same size as North America. The normal rule of thumb—and this can be a bit off—when you scale up for the whole of Europe with Scandinavia, Central Europe, it’s normally about 2x what you see in the big five countries, or 1.5x to 2x. Total Europe has about 150,000 to 200,000 [patients with prostate cancer that has spread, and no longer responds to hormone-deprivation therapy]. Then you add Asia, Japan, which has about 100,000. And North America has about 100,000. So that’s how we get that number.

X: One last thing. How old are you?

HB: I’m 45. But I look younger, don’t I?

[GuHu1]

thx fredy sehr interresanter beitrag.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.767.738 von GuHu1 am 19.01.10 19:55:51

No, Problem! Das Interview zeigt das immernoch immense Potential von Dendreon!

[huetchen6]

kleines Geschehnis von April 2009 am PC Comdirect - Chart Dendreon.
Wie eine Rakete auf ca. 20 €,so gegen 16.30-17.00 Uhr, aber auch ein Einsturz bis runter auf 7,50 €, man kann sagen im Sekundentakt.


Ja, hatte das Glück das mit zu erleben, machte mir gedanken darüber, auf keinem Chartbild mehr zu erkennen.
Huetchen

[NoSelters]

Antwort auf Beitrag Nr.: 38.781.605 von huetchen6 am 21.01.10 13:51:03

[huetchen6]

Antwort auf Beitrag Nr.: 38.782.785 von NoSelters am 21.01.10 15:42:00

ja richtig, und was sagt Dir das.
Huetchen

[NoSelters]

Antwort auf Beitrag Nr.: 38.783.525 von huetchen6 am 21.01.10 16:48:36

Das war SL-Fishing vom Feinsten.

" The Bear Trap of the Year "

Also...keinen SL setzen!!

[huetchen6]

Antwort auf Beitrag Nr.: 38.784.368 von NoSelters am 21.01.10 17:58:18

ja, man lernt immer noch dazu.
Bin über Onty an Dendreon gestossen, habe aber DNDN an diesen Tagen komplett verkauft.
Jetzt hoffe ich das Ihr die Zulassung bekommt, und die anderen
Immunbereich mitgezogen werden.
Viel Glück
Huetchen

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.784.702 von huetchen6 am 21.01.10 18:30:57

Was bewegt Dich dazu jetzt komplett zu verkaufen?
Bei der zu erwartenden Zulassung hast Du vielleicht nochmals einen Verdoppler?

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.789.584 von Magnetfeldfredy am 22.01.10 11:29:16

Hab`s ganz vergessen für mich beginnt die Dendreon Story erst jetzt!

[edelupolino]

Antwort auf Beitrag Nr.: 38.789.854 von Magnetfeldfredy am 22.01.10 11:53:36

Das seh ich ähnlich, wenn alles weiter so läuft.

PS: beim "aktionär" kann man sich deren einschätzung über Dndn und 2 weitere US-biotechs herunterladen (natürlich gegen cash).Aber wir wissen ja -auch die haben nur die infos von VORGESTERN. In ihrem kurzen ausblick auf ihre empfehlung sagen sie aber nichts negatives,z.b. über störfeuer von Big Pharma etc etc

Es ist wieder eine spannende zeit.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.790.722 von edelupolino am 22.01.10 13:15:18

Der Aktionär riet damals kurz vor den Daten zum Ausstieg wie fast alle Anal-ysten, jetzt wo der Kurs sich vervielfacht hat,sehen diese "Helden" Dendreon ganz anders.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.791.792 von Magnetfeldfredy am 22.01.10 15:08:37

Der Gesamtmarkt bricht ein, Dendreon steigt, darum:

Microsoft Buys AOL and Four Other Deals James Altucher Says "Should" Happen
Posted Jan 22, 2010 01:25pm EST by Aaron Task in Investing
Related: AOL, MSFT, DNDN, GOOG, VRSN, ORCL, DELL
The market may be headed for its third-straight decline but that isn't stopping the optimists from speculating about that most bullish of events, M&A.
In the accompanying video, Formula Capital's James Altucher lays out the rationale for the five mergers he says "should" happen in 2010:

-- Microsoft-AOL: Altucher says AOL would give Microsoft a much larger online footprint and is much cheaper than buying Yahoo!, Tech Ticker's parent. AOL's cash generation means the deal effectively pays for itself in three years, he says.
-- Oracle-Verisign: With its Sun Microsystems acquisition, Oracle now has a great inroad into the start-up community via Sun's MySQL unit, he says. Given Verisign's dominance in domain names, buying them would give Oracle another opportunity to secure customers in their earliest stages.
-- Sanofi-Dendreon: Altucher believes Dendreon's controversial prostate cancer drug Provenge will soon by approved by the FDA. That makes Dendreon a natural fit for Sanofi-Aventis, whose own treatment, Taxotere, has problematic side effects.
-- Dell-Polycom: With cost-cutting and stricter security putting a crimp in business travel, video conferencing has a huge future, Altucher says. Polycom would given Dell the no. 2 spot in videoconferencing (behind Cisco) and help it get deeper into the enterprise space. Plus, Polycom's stock is cheap, he says.
-- Google-Blackboard: Blackboard can do for Google in online education what YouTube did for it in online video, Altucher says.
Disclosure: Altucher has long positions in AOL and Dendreon.

[edelupolino]

Antwort auf Beitrag Nr.: 38.794.678 von Magnetfeldfredy am 22.01.10 19:51:24

Das wär ja ne typische entwicklung: erst mit allen mitteln versuchen, den gegner platt zu machen und dann:

"If YOU CAN'T BEAT THEM -cooperate (join them!)"

[glaubehoffnung]

Antwort auf Beitrag Nr.: 38.791.792 von Magnetfeldfredy am 22.01.10 15:08:37

Fredy, wie beurteilst Du denn die Qualität von Helden, die im letzten Jahr angeblich 4.000 ihrer vorgeblich 5.000 Papierchen verscherbelt haben? Gestern hat auch ein Fredy, identisch??, in Ariva für DNDN geschrieben. Solltest Du vielleicht nicht doch ein wenig ruhiger trommeln? Oder wenigstens jedesmal, wegen der Glaubwürdigkeit, dein eigenes Handeln in den vergangenen Monaten schildern, damit deine Postings in einen nachvollziehbaren Kontext gestellt werden können?
Immerhin ist DNDN nicht in trockenen Tüchern, sprich: Provenge noch nicht zugelassen, sicher ist noch gar nichts.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.797.237 von glaubehoffnung am 23.01.10 12:13:06

Der kleine Unterschied ist,daß fast kein einziger Analyst auf Dendreon gut gestimmt war, das zu den Helden!
Daß ich 4000 damals verkaufte stimmt auch aber warum greifst Du mich deswegen an, neidisch?
Inzwischen habe ich sogar wieder aufgestockt auf 2000 Stück, wenn`s Dich interessiert zu einem Nachkaufkurs von ca. 18 EUR!

Ich glaubte von Anfang an an die Dendreon Story und habe Glück gehabt und darf auch weiterhin meine positive Einstellung äußern, wenn Du es erlaubst?

[ditzeroni]

Der Patentschutz von Taxotere läuft übr am 1. Mai aus (in USA)..wie froh doch da Sanofi sein kann, von den korrupten FDA-Spastis noch knapp 3 Jahre als alleiniger Medikament Hersteller und Vertreiber im AIPC-Markt geschenkt bekommen zu haben..fehlt eigtl nur noch, das die DNDN komplett kaufen; dann hätten sie es ziemlich perfekt eingetütet! (aus ihrer Sicht)
Diese ganzen "Zufälle" hören einfach nicht auf..

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.801.728 von ditzeroni am 24.01.10 23:48:32

Super recherchiert!

[edelupolino]

Antwort auf Beitrag Nr.: 38.801.728 von ditzeroni am 24.01.10 23:48:32

Wenn das jetz so käme, kann man nur sagen "Das Böse in der Welt findet immer Wege- und seien es nur bestechung, lügen, über-leichen-gehen" und ähnliche "charakter"-eigenschaften."

[ditzeroni]

Antwort auf Beitrag Nr.: 38.815.569 von edelupolino am 26.01.10 17:41:27

"Das Böse in der Welt findet immer Wege- und seien es nur bestechung, lügen, über-leichen-gehen" und ähnliche "charakter"-eigenschaften."
Ziemlich gute Beschreibung von Pazdur, Hussain, Fleming, Scher..
Laut DNDN sind die Idiote von damals ja nicht mehr "in charge"..aber Pazdur ist ja immer noch der Chef; und solange der da ist, kann alles passieren. Diesmal aber mM nach sehr unwahrscheinlich, das er nochmal so ein Verbrechen durchzieht. Es sind ja Verfahren im Gange, die sich auf FOIA berufen und die Herausgabe seiner damaligen eMails mit Scher, Fleming, Hussain und dem spitzen Redakteur von CancerLetter (Goldberg) verlangen..bevor ich mich nur wieder aufrege und das hier erläuter:

http://www.pharmalot.com/2007/11/provenge-the-lawyer-and-the…
Das ist die abgespeckte Version, im Vergleich zu dieser, falls mal einer zu viel Zeit hat und die gut investieren will:

http://www.deepcapture.com/michael-milken-60000-deaths-and-t…

Kommt auch demnächst als Buch.


Sanofi hat übr in März 2007 ca $700 Mio in Oxford BioMedica investiert, die TroVax in der Pipeline haben (dessen Trial wurde meines Wissens nach aber 2008 von der FDA gestoppt/geändert, weil es klar war das die den primären Endpunk Survival nicht schaffen).
Ist nich soo interessant, zeigt halt nur, das Sanofi wie viele anderen am Vaccinemarkt interessiert ist.
Kein Wunder, wenn einem die Patente auslaufen und man selber nix Vernünftiges in der Pipeline hat.


Nächster Event übr:
Plant-Inspection in NJ, "very early in 2010" (Gold)
also: bald

MM nach der einzige Zwischenschritt, der noch was ausrichten könnte in Bezug auf non-approval.
Da mittlerweile aber ca. 1000 Menschen mit Provenge behandelt wurden von NJ aus, gehe ich nicht von großartigen Störungen/Fehlern aus, die die FDA da finden könnte.
Es gibt ein SPA, die geforderten Daten wurden übertroffen und im Sommer eingereicht.

Was dann folgt kann sich ja jeder für sich selbst überlegen..

[ditzeroni]

Sieht so aus, als ob nj-inspection just im Gange ist:

http://www.youtube.com/watch?v=xLv25dLiyek

[GuHu1]

Antwort auf Beitrag Nr.: 38.844.948 von ditzeroni am 29.01.10 18:19:45

http://www.investorvillage.com/smbd.asp?mb=971&mn=323334&pt=…

Re: New Regional sales manager
Keith Douglas’s Experience
Regional Sales Manager
Dendreon
(Public Company; DNDN; Biotechnology industry)

January 2010 — Present (1 month)

Hiring a sales team (oncology experience is a must) for the region I am responsibly for: including Texas, Oklahoma, New Mexico, Colorado, Louisians, Mississippi, Arkansas, Missouri, Iowa, Nebraska, and Kansas. Provenge's PDUFA date is May 1, 2010 fyi. My other four regional colleagues (Jan, Rolando, Bart, and Jim) are also moving forward with the interviewing process as well.

http://www.linkedin.com/pub/keith-douglas/4/100/305

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.852.223 von GuHu1 am 31.01.10 22:33:01

Die Zulassung rückt näher!

Barron's: new drugs could help industry sales, shares
Sun Jan 31, 2010 2:24pm ESTStocks
Amgen Inc.
AMGN.O
$58.48
+0.40+0.69%
12:00am UTC+0100
Dendreon Corp
DNDN.O
$27.70
-0.41-1.46%
12:00am UTC+0100
Johnson & Johnson
JNJ.N
$62.86
-0.94-1.47%
12:00am UTC+0100
NEW YORK, Jan 31 (Reuters) - New drugs like Amgen Inc's (AMGN.O) osteoporosis injection Prolia could win regulatory approval this year, helping the industry's sales as well as share prices, financial weekly Barron's said.

Barron's, in its Feb. 1 edition, listed prostate cancer drug Provenge by Dendreon Corp (DNDN.O) and blood thinner Xarelto, which Johnson & Johnson (JNJ.N) and Bayer (BAYGn.DE) plan to jointly market, as possible drugs that could be approved by the U.S. Food and Drug Administration this year.

It also cited Jefferies & Co's estimate that sales of Qnexa, the obesity treatment developed by Vivus Inc (VVUS.O), could reach $1.16 billion by 2015 if it wins FDA approval.

The report noted a jump in Novo Nordisk (NOVOb.CO) shares after its injectable diabetes drug Victoza received FDA approval last Monday.

(Editing by Martin Golan)

[ditzeroni]

Cowen hat ne kleine Analyse gemacht:

http://www.scribd.com/doc/26195173/dndn-cowen

Zwischen-Fazit: aktueller Wert $42-46
"DNDN´s stock could be 50-65% undervalued relative to the market"
Stehen auch noch viele andere interessante Sachen drin, alles in allem ein echt guter Bericht, auch wenn ich mit den Zahlen nicht immer einverstanden bin. Aber immerhin wirklich gut recherchiert, inklusive 2007 in Teilaspekten.
Und Pros/Cons was Zulassung angeht, was noch schief laufen kann usw. Bis auf NJ eigtl deren Meinung nach auch nicht viel..

Factors To Consider In Handicapping Provenge’s FDA Approval
Factors Favoring Approval
Our View
Positive overall survival data Consistent, statistically significant survival data from two independent trials (one
prospectively determined) represent the gold standard in oncology

Relatively benign AE profile Relative to chemotherapies, and even some biologics, Provenge is very well tolerated.
Increased risk of cerebrovascular events may be the only potential labeling concern

Physician community no longer skeptical Survival data from the IMPACT trial have convinced many previously skeptical opinion leading oncologists that Provenge’s benefits are real
Biological markers correlate with benefit.
Although questions about Provenge’s mode of action persist, the correlation between CD54 upregulation and survival supports the view that immune activation is important
FDA review process is fairly transparent
Provenge has already endured one FDA review cycle, including a public advisory panel which ended with a favorable recommendation.
IMPACT should represent the final hurdle

Political considerations
The outcry from patient advocates and Congress that followed a May 2007 Complete Response letter will make it difficult for the FDA to reject Provenge without good reason

Factors Against Approval
Our View
Inconsistent PFS and response rate data
Response rate and PFS measurements are challenging in prostate cancer and have not always correlated with survival. Traditional surrogates may not apply to immunotherapy

Survival results confounded by subsequent therapies
There is little evidence to believe this is the case in either IMPACT, or the previously FDA-reviewed D9901A trial. Various subset analyses suggest the opposite

Amendments to IMPACT study compromise the results
Statistical consultants do not believe early changes in trial design compromise the integrity of the study. All changes were previously vetted with the FDA under an SPA
IMPACT data have yet to be reviewed
Multiple external and internal parties collected and analyzed the IMPACT data. There is no reason to suspect fraudulent activity
CMC considerations could delay approval Dendreon has addressed all issues raised in the May 2007 CR letter. Although a recent
inspection could uncover new deficiencies, any such issues should be easily addressable

Source: Cowen and Company

Wenn es einer hinbekommt das runterzuladen, bitte mal bescheid sagen wie das geht. Bin zwar nicht unbewandert, aber das krieg ich nicht hin..und JA, ich sehe den Download-Button ;-), aber es funzt nicht

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.856.904 von ditzeroni am 01.02.10 18:07:44

Danke, sehr informativ! Long and strong DNDN!

[GuHu1]

http://www.floridabar.org/TFB/TFBPublic.nsf/WNewsReleases/77…

21 FLORIDA LAWYERS TO RECEIVE PRO BONO AWARDS

.........Kerry M. Donahue
Out-of-State Florida Bar Member
Dublin, Ohio

Kerry M. Donahue is a partner in private practice at Bellinger & Donahue, Attorneys at Law in Dublin, Ohio. Mr. Donahue’s principal areas of practice are civil litigation, criminal defense, and state and federal appellate work. Mr. Donahue has taken a hands-on approach with his pro bono work, and has personally assisted in many cases from beginning to completion. The largest and most extensive pro bono project that Mr. Donahue has participated in is the representation of the prostate cancer advocacy group, CareToLive. The organization’s plight is to help late-stage prostate cancer-ridden men, who have been denied access to a safe and effective immuno-therapy treatment in a timely manner. Over the last two and a half years, he has spent between 250 to 300 total hours of pro bono work on this case.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.868.315 von GuHu1 am 02.02.10 23:55:43

Everything is lining up for the fireworks...
SAC and Stevie make it clear (obvious signal to which I still dont know the reason behind) that they are loaded with 5%

BlackRock send the same signal (mind you both I believe were mentioned by deep capture)

FDA happens to visit DNDN facility the week following both of these disclosures....

Cowen states clearly that the market is way undervaluing Dendreon and suggests a 50% increase on approval...

Stock trends up with reckless abandon over the last 3 days...

Get ready for some fireworks...I only hope that nobody gets screwed...Other then the shorts of course...

[GuHu1]

Antwort auf Beitrag Nr.: 38.873.681 von Magnetfeldfredy am 03.02.10 17:43:35

jo fredy, möglich das wir diesesmal etwas zu nj hören werden, ditzeroni hat dazu auch etwas eingestellt.

Dendreon Announces Webcast Presentation at 12th Annual BIO CEO and Investor Conference

SEATTLE, February 3, 2010 - Dendreon Corporation (Nasdaq: DNDN) today announced that management will present at the 12th Annual BIO CEO and Investor Conference in New York City on Tuesday, February 9, 2010 at 2:00 p.m. E.T.

The presentation will be audio webcast live and available for replay from Dendreon's website, www.dendreon.com. If you are unable to listen to the live webcast, it will be archived on the site following the presentation. To access the replay, go to the Investor Relations section of the website.

Dendreon Corporation is a biotechnology company whose mission is to target cancer and transform lives through the discovery, development and commercialization of novel therapeutics. The Company applies its expertise in antigen identification, engineering and cell processing to produce active cellular immunotherapy product candidates designed to stimulate an immune response. Dendreon is also developing an orally-available small molecule that targets TRPM8 that could be applicable to multiple types of cancer as well as benign prostatic hyperplasia. The Company has its headquarters in Seattle, Washington and is traded on the Nasdaq Global Market under the symbol DNDN. For more information about the Company and its programs, visit www.dendreon.com.

Contact:
Katherine Stueland
V.P. Corporate Communications & Investor Relations
Dendreon Corporation
[phone]

http://investor.dendreon.com/releasedetail.cfm?ReleaseID=442…

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.873.884 von GuHu1 am 03.02.10 18:05:59

Das schreibt der NewWorldinvestor:

Dendreon (DNDN) got an upgrade from Cowen, which included: “We believe DNDN’s New Jersey facility has been inspected with no major deficiencies noted.” They also said: “We believe robust operating margins combined with unmatched franchise longevity (no generic, biosimilar or other meaningful competition) could support 50%+ stock upside relative to the market.” And: “Sum-of-all-the-parts value (assuming approval)= $47-51; believe approval is 90%” DNDN remains a Top Buy up to $30 for a $40 target when they announce the partner and my $50 first target after Provenge is approved.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.885.910 von Magnetfeldfredy am 05.02.10 07:25:53

Auch nicht schlecht:

4 Winning Biotechs For Your Portfolio: Senior Analyst
Published: Monday, 8 Feb 2010 | 10:34 AM ET Text Size By: JeeYeon Park
CNBC News Associate

So far this year, the performance of the biotechnology index has been strong. So is there room for more growth in the sector? Mark Schoenebaum, managing director and senior research analyst at Deutsche Bank Securities, shared his stock picks and sector outlook.



In 2008, there were “massive outperformances in a horrible year” for the biotech sector, Schoenebaum told CNBC.

But in 2009, there was underperformance from the sector because President Obama took on health care reform, he continued:

“Biotechnology drugs are high-price drugs. As government got closer to health care, those price points looked less sustainable.”

This year, as the health care reform “doesn’t look real,” the price points look “more reasonable in long-term models,” said Schoenebaum.

Schoenebaum’s Recommendations:

Amgen [AMGN 57.56 -0.12 (-0.21%) ]—“I like it on valuation—they have a big pipeline drug, which is a little bit risky, but even without that pipeline drug, the stock is not terribly expensive,” he said.

“The event that could be massive this year is that in the second half of the year, there’s a trial on their drug Denosumab…It’s not in Street numbers, but it’s a $1 to $2 billion opportunity and the stock will be up quite a bit if that works.”

Gilead Sciences [GILD 46.01 -0.37 (-0.8%) ]

Dendreon [DNDN 29.36 0.60 (+2.09%) ]—"There’s one catalyst left for Dendreon this year—that’s getting FDA approval…I believe that the probability for approval is about 90 percent,” he said. “That’s a reasonable catalyst for the stock this year to push up another 20 percent or so and that should come May 1.”

Acorda Therapeutics [ACOR 30.13 -0.49 (-1.6%) ]—“The Street estimates are still a little bit low and I think they’re going to beat numbers over the next year or so.”

Schoenebaum recommended investors who are looking into the biotech sector to consider investing through ETFs or actively managed mutual funds.

[GuHu1]

http://www.streetinsider.com/Corporate+News/Dendreon+(DNDN)+…
Dendreon (DNDN) CEO Says Provenge Salesforce Will Be 125 People, Sees Full Manufacturing Ability by Mid-2011

Shares of Dendreon (Nasdaq: DNDN) have ticked higher in the last few minutes of trading as the company's President and CEO, Mitchell Gold, is making some comments at an investor conference in New York. The exec has said that it will have a Provenge salesforce of about 125 people and that the company will have full manufacturing ability by the middle of 2011.

Dendreon last traded at $29.42 and is now up about 1.8% from yesterday's closing price.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.914.606 von GuHu1 am 09.02.10 22:15:13

Auf zu neuen Höhen! Dendreon the game changer by treating cancer!

[huetchen6]

Antwort auf Beitrag Nr.: 38.928.631 von Magnetfeldfredy am 11.02.10 18:47:38

ja, und Onty wird mitgezogen.
Klasse
Huetchen

[GuHu1]

Antwort auf Beitrag Nr.: 38.928.631 von Magnetfeldfredy am 11.02.10 18:47:38

test

[GuHu1]

Antwort auf Beitrag Nr.: 38.928.631 von Magnetfeldfredy am 11.02.10 18:47:38

fredy bin mal gespannt ob wir die $3x,xx jetzt halten. das hin und her geht ja schon ne weile....

[NoSelters]

Antwort auf Beitrag Nr.: 38.929.648 von GuHu1 am 11.02.10 20:57:45

Hi Guhu,

hab das Teil eben geöffnet.

Der Kurs kann somit nicht mehr unter 30 fallen...Hex..Hex..





So looong....

[GuHu1]

Antwort auf Beitrag Nr.: 38.929.760 von NoSelters am 11.02.10 21:09:44

ok selters, jetzt nehmen wir dich beim wort...

link aus dem IV:

http://www.benzinga.com/markets/company-news/fda/123816/dend…

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.929.648 von GuHu1 am 11.02.10 20:57:45

Ich hoffe die 31 US Dollar Marke hält und dann kommen News, very good news.... das wärs!
FDA Approval und die Prostatakrebskranken könnten neue Hoffnung haben!

[NoSelters]

Antwort auf Beitrag Nr.: 38.929.799 von GuHu1 am 11.02.10 21:14:51

...hatte schon lange nicht mehr ein sooo "warmes Bauchgefühl"

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.929.980 von NoSelters am 11.02.10 21:37:32

Neuer Höchststand auch bei den offenen Stellen:

Found 131 Employment Opportunities Keywords: N/A Location: All Locations
Job Category: All Job Categories

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.933.758 von Magnetfeldfredy am 12.02.10 13:08:40

Super Historie:

http://us.rd.yahoo.com/finance/external/minyanville/SIG=13qi…

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.935.417 von Magnetfeldfredy am 12.02.10 16:09:49

Mit der finalen Analyse:

Final Thoughts

Dendreon is one of the more fascinating companies I’ve covered in the 10 years our firm has been biotech specific. Provenge is an honest-to-goodness paradigm shift in the way we treat cancer. Good news from their IMPACT trial helped the entire biotech sector bottom early last year. Approval and strong sales should help the sector in 2010 and 2011.

Intellivenge is quite the accomplishment. It’s been personally fun watching the management team work out all the potential kinks and twists, attempting to account for every variable. While they're smart enough to know five nines perfection is impossible with this much human interaction, the combination of Intellivenge, the call center, and significantly motivated patients will minimize surprises considerably.

Our firm has projected Provenge will achieve over a billion in sales in the over the next few years. We’ve shared with our clients specific sales projections for 2010 and 2011. Managing demand will be Dendreon’s biggest challenge until full manufacturing capacity is online in mid-2011.

That’s a nice problem to have.

[Investdevil]

Antwort auf Beitrag Nr.: 38.929.760 von NoSelters am 11.02.10 21:09:44

Bei diesen Kursen, darf wirklich eine Flasche geöffnet werden.

[GuHu1]

Antwort auf Beitrag Nr.: 38.933.758 von Magnetfeldfredy am 12.02.10 13:08:40

3 Stocks to Watch: Dendreon, Palm, and Zions Bancorporation
Put trading jumps on Zions Bancorporation
by Jocelynn Drake ([e-mail]) 2/12/2010 10:15 AM

Dendreon (DNDN)
Options traders flocked to Dendreon (DNDN: sentiment, chart, options) on Thursday, as more than 54,600 contracts crossed the tape. This surge in volume was more than four times the equity's average daily trading volume of 12,887 contracts, according to data from WhatsTrading.com. In addition, 72% of the volume changed hands on the call side, indicating a potential growing optimism toward the shares.

In fact, the Schaeffer's put/call open interest ratio for DNDN stands at 0.56, as call open interest nearly doubles put open interest among options slated to expire in three months. This ratio of calls to puts is lower than 75% of all those taken during the past year. In other words, short-term options speculators have been more optimistically aligned toward the shares only 25% of the time during the past 12 months.

However, traders should consider that a large chunk of these call positions could be hedges against the short positions opened on DNDN. During the past month, the number of DNDN shares sold short increased by 7% to 8.7 million shares. This accumulation of bearish bets accounts for nearly 8% of the company's total float. Call hedges would protect these short positions against a rally in the shares.

Technically speaking, the shares of DNDN have rallied an impressive 18% since the beginning of 2010. The security has soared higher from its March 2009 lows along the support of its 10-week and 20-week moving averages.

For a closer look at yesterday's options trading, please click here to read Elizabeth's blog entry.

http://www.schaeffersresearch.com/commentary/content/3+stock…

140 stellenangebote derzeit, steigend?
montag kein handel in usa, hat mal jemand auf den newsroom der dndn site geklickt.

[GuHu1]

http://www.investorvillage.com/smbd.asp?mb=971&mn=325459&pt=…

Not so sure you're right Crou. I seem to remember them approving a provision for the Board to issue a class of preferred shares that would have special voting powers that essentially gives the Board the power to defeat a proposed takeover that is opposed by the Board and management.

I'm no poison pill expert, but I also recall that their having converted to a Delaware corporation also makes it harder for a hostile takeover to succeed--i.e. any takeover opposed by management would need approval of 85% of shareholders.

Others out there with knowledge of defeating hostile bids??

Let the experts weigh in.

I ,for one, hope management fights like hell to stay independent and realize the distinct possibility of becoming the next Amgen, DNA, or Celgene--instead of selling out for a quick buck.

Having discussed this with Mitch Gold at the ASM and heard Chairman Brewer opine that Dendreon is "one thousand times more valuable as a stand alone", I believe they will do everything they can to realize the dream--i.e. stay independent.

[hakur]

Die Investors Seite auf der Home Page von Dendreon funktioniert nicht, genauso wenig die Newsroom Seite,
hoffen wir mal dass es diesmal nicht so wie 2007 ein negatives Vorzeichen ist
2007 kam am nächsten Tag der vorläufig ablehnende Bescheid der FDA
über den Ticker. Kann mich noch gut an das Scenario erinnern.

Hier die Seite zum testen
http://www.dendreon.com/investors/

Der DNDN chart ( Wochenchart)ist an einem spannenden Punkt angelangt!
Wie man sehen kann ist der Kurs das erste mal auf Wochenbasis ganz knapp durch die langfristige obere Trendlinie gestossen.
Der RSI ( TA Indikator) setzt auch gerade zum Höhenflug an
Es ist also von TA Seite gesehen etwas am kochen
Sollte im Gegensatz zu der lahmgelegten Investoren Seite ein positives Signal sein.

Also Finger kreuzen
Wünsche tolle Tage

[hakur]

Antwort auf Beitrag Nr.: 38.940.291 von hakur am 13.02.10 18:18:14

Hier der Wochenchart im Detail,
gut zu sehen wie die Kerze das erstemal den Kanal ankratzt!
Das Volumen hat auch zunehmende Tendenz zu, positiv!

Nur zur Info, diesen Chart gibts auf dem IV noch nicht,
will mich hiermit auch etwas für meine lange Abstinenz entschuldigen.
Ist halt doch immer mit Zeitaufwand verbunden, gehe davon aus dass die meisten von Wallstret-Online auch die IV Seite lesen.

[GuHu1]

Antwort auf Beitrag Nr.: 38.940.313 von hakur am 13.02.10 18:26:48

hi hakur,
ich denke das viele deine charts auch im IV finden. links dahin gabs reichlich. trotzdem schön mal wieder was von dir zu hören .

[GuHu1]

http://www.thestockmasters.com/dndn-long-02132010

[edelupolino]

Antwort auf Beitrag Nr.: 38.940.313 von hakur am 13.02.10 18:26:48

danke für den chart:

schön, wie die kerze kratzt! Soll mit kratzen und einritzen so weitermachen!

Ciao an alle!

[crivit]

Ist vom 12. Februar aber trotzdem interessant zu lesen:

Dendreon's Biggest Provenge Problem? Managing Demand
http://www.minyanville.com/businessmarkets/articles/DNDN-Pro…

Halte meine Shares schön fest, allen viel Glück am Board der DNDN-Airline.

GLTA

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.953.000 von crivit am 16.02.10 17:36:52

Neue All-time-high, vielleicht kommt das Approval bald?

[GuHu1]

nett oder?

http://www.investorvillage.com/smbd.asp?mb=971&mn=325805&pt=…

http://www.investorvillage.com/smbd.asp?mb=971&mn=325829&pt=…

[crivit]

Antwort auf Beitrag Nr.: 38.953.367 von GuHu1 am 16.02.10 18:06:18

[crivit]

Antwort auf Beitrag Nr.: 38.953.367 von GuHu1 am 16.02.10 18:06:18

Building the Future!

[GuHu1]

Antwort auf Beitrag Nr.: 38.954.673 von crivit am 16.02.10 20:36:01

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.953.367 von GuHu1 am 16.02.10 18:06:18

Darauf fällt mir das Lied von Lady Gaga ein: Paparazzi oder Dendreonrazzi!

[pokemon]

zell basierte therapy!!!!

[GuHu1]

http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?F…

...........Devonshire Street, Boston, Massachusetts 02109, a wholly- owned subsidiary of FMR LLC and an investment adviser registered under Section 203 of the Investment Advisers Act of 1940, is the beneficial owner of 19,592,284 shares or 14.956% of the Common Stock outstanding of Dendreon Corporation ("the Company") as a result of acting as investment adviser to various investment companies registered under Section 8 of the Investment Company Act of 1940.

The ownership of one investment company, Fidelity Growth Company Fund, amounted to 10,680,303 shares or 8.153% of the Common Stock outstanding. Fidelity Growth Company Fund has its principal business office at 82 Devonshire Street, Boston, Massachusetts 02109.

Edward C. Johnson 3d and FMR LLC, through its control of Fidelity, and the funds each has sole power to dispose of the 19,592,284 shares owned by the Funds...............

[edelupolino]

1 grund für die stärke:

http://www.fool.com/investing/international/2010/02/16/5-sto…

[GuHu1]

@ hakur, bin mal so frei und stelle dein chart update hier rein.
von mir danke für deine mühe

[glaubehoffnung]

Antwort auf Beitrag Nr.: 38.979.454 von GuHu1 am 20.02.10 16:16:41

Schöne Linien

[GuHu1]

Antwort auf Beitrag Nr.: 38.980.405 von glaubehoffnung am 21.02.10 00:27:47

http://seekingalpha.com/article/189700-dendreon-redux

[edelupolino]

Antwort auf Beitrag Nr.: 38.982.205 von GuHu1 am 21.02.10 20:46:19

Hi GuHu,
der bursche ist ja recht neutral und nimmt trotz hinweis auf potentielle gewinne bei zulassung den optimismus raus -denn "Alles ist möglich"! ...auch das undenkbare
Ciao

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.983.345 von edelupolino am 22.02.10 09:35:06

Hi Ede,

na ja keiner von uns weiß waß der Kurs von DNDN noch treiben wird?

Neues Coverage:

JPMorgan starts coverage of Dendreon $DNDN at Overweight with a 2010 year-end target of $46.

[GuHu1]

Seattle biotechnology company Dendreon said its fourth quarter net loss grew to $32.5 million, or 28 cents per diluted share, from $8.8 million, or 9 cents per share, the same period a year ago.

Fourth quarter revenue was $21,000, compared to $28,000 in the year ago period.

Dendreon (NASDAQ: DNDN) said its net loss for the full year totaled $220.2 million, or $2.04 per share, compared to $71.6 million, or 79 cents per share, in 2008. Full-year revenue was $101,000 compared to $111,000 the previous year.

The company said it ended the year with approximately $606 million in cash, cash equivalents, and short-term and long-term investments.

Dendreon has said it expects the U.S. Food and Drug Administration to make a regulatory decision on its Provenge prostate cancer drug by May 1.

"The positive results from our IMPACT study of Provenge made 2009 a momentous year for Dendreon and its stockholders as we initiated the transition to a commercial enterprise to serve patients with late-stage prostate cancer," said Dendreon CEO Mitchell Gold, in a statement. "To continue this transformation in 2010, we are investing in our commercial and manufacturing infrastructure to support the launch of Provenge pending FDA approval."

http://seattle.bizjournals.com/seattle/stories/2010/02/22/da…

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.989.942 von GuHu1 am 22.02.10 23:47:05

Servus GuHu1,

ich hab dem CC meiner Dendronen gelauscht, für mich ist der "Drops gelutscht" das Dendreon Team is prepared!
Da wird nicht mehr diskutiert ob überhaupt oder wann Provenge zugelassen wird, da wird schon im Detail auf die Revenues eingegangen!
Auf der ASCO werden zudem neue Daten zu Provenge veröffentlicht die das survival eindeutig bestätigen!

Wow, und wir sind bei der ersten Immunkrebstherapie-Company dabei, vielleicht nochmals ein Vervielfacher auf Sicht von einigen Jahren?

[GuHu1]

Antwort auf Beitrag Nr.: 38.989.953 von Magnetfeldfredy am 22.02.10 23:53:25

ich habe nicht gelaucht, lese aber im IV das dndn das vorerst komplett alleine gehen will, wenn approved natürlich .

z.b.:

http://www.investorvillage.com/smbd.asp?mb=971&mn=326907&pt=…

[glaubehoffnung]

So, bin raus, der Ritt wurde mir zu heiss, 400 steuerfreie % reichen mir.
Das Möbel ist iMo ca 3,6 Mia $ schwer.
Ich trau mir nicht zu, die Sache letztgültig zu bewerten: Zulassung ist nun mal noch nicht da, wie hoch sind die Umsätze, iMo dann nur USA, ROW ist, so versteh ichs, gar nicht quaantifizierbar, müssen die dann nicht auch den Zulassungs-Lauf machen?

Kurzum, ich will meine Gier nicht zügellos treiben lassen, wünsche euch viel Glück

[edelupolino]

Antwort auf Beitrag Nr.: 38.996.531 von glaubehoffnung am 23.02.10 19:02:17

Gratulier dir zu deinem tollen gewinn!

Ich bleib noch'n bisschen dabei, weil ich sehe, wieviel Dndn in anlagen etc investiert hat: das kann (muss leider nicht) ein indiz sein, dass alles glatt läuft -zumindest bis zur FDA-entscheidung.

Was danach passiert (produktion, vertrieb etc) wird neue überlegungen veranlassen.

[GuHu1]

Antwort auf Beitrag Nr.: 38.996.531 von glaubehoffnung am 23.02.10 19:02:17

auch von mir glückwunsch zum kursgewinn!

[glaubehoffnung]

Danke.

Hier noch was ausm Ami-Thread.
Mit ausschlaggebend für meinen Ausstieg war auch, dass die ganzen gesundheitspolitischen Entwicklungen (Gesundheitreformen, Pharmapreise, Kosten-Nutzen-Bewertung usw.) nicht überschaubar sind.




http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks…

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 38.997.294 von glaubehoffnung am 23.02.10 20:28:11

War wohl ein bisschen früh, zumindest eine Restrisikoportion würde ich zurückkaufen:

AZN will DNDN kaufen:

AstraZeneca Sees Bearish Move
By Jud Pyle CFA 02/23/10 - 04:01 PM EST Loading Comments... Add Comment
Stock quotes in this article: AZN , DNDN
NEW YORK (TheStreet) -- Shares of AstraZeneca(AZN Quote) have declined around nine cents to $43.46 so far on the day, and it appears as if at least one investor expects the stock could slide further between now and July.
More on AZN 10 Biotech Stocks Facing FDA ApprovalRigel May Get $1.245B in Drug License PactSmall-Caps Surge Up to 1,640% in a Year Market Activity Dendreon Corporation| DNDN DOWNAstraZeneca PLC| AZN DOWNAZN was the center of attention on Feb. 19, as the company reportedly still has plans to acquire Dendreon(DNDN Quote). Then today, the company raised its forecast for 2010 earnings after settling a tax dispute with the British government, according to published reports. Around 10:30 a.m. EST, an AZN investor sold off potential upside in the stock to decrease the cost of downside protection in a July-collar spread. The investor bought the July 40-50 risk reversal 5,000 times, buying the out-of-the-money July 40 puts for $1.35 per contract and selling the out-of-the-money July 50 calls for 60 cents per contract. The net cost of this risk reversal was 75 cents per spread.
The July 40 puts are home to current open interest of 1,000 contracts, while the July 50 calls are home to current open interest of 4,200 contracts, indicating the investor most likely initiated the trade to open.
AZN shares, which reached a high of $50.70 on Jan. 21, are currently trading roughly 14% off their highs. The stock has rallied nearly 45% since its March low of roughly $30 per share. While the options action we saw in AZN suggests bearishness, this could also be an investor who is long the shares and hedging that position after the run in stock. If that is the case, then this investor makes the most money if the stock rallies because they are long the shares against the collar.
-- Written by Jud Pyle in Chicago
Loading Comments... Add Comment

[glaubehoffnung]

Antwort auf Beitrag Nr.: 38.998.234 von Magnetfeldfredy am 23.02.10 22:14:38

Neues aus der Gerüchteküche? Mir egal, ich habs abgehakt, man kann nicht alles haben. Wenns noch mal nen Sprung machen sollte, gönn ichs euch.

[GuHu1]

http://seekingalpha.com/article/190336-dendreon-still-faces-…

bitte auch die comments lesen speziell ocyans.

[crivit]

Antwort auf Beitrag Nr.: 38.998.234 von Magnetfeldfredy am 23.02.10 22:14:38

AZN haben damals schon Medimmune für Rund 15 Milliarden abgeluchst, mal sehen was hier pasiert.

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 39.017.140 von crivit am 26.02.10 08:05:19

Im Ami Thread gibts schon wieder Basher und Pusher, hier für mich entscheidende Fakten für die Zulassung, neben dem Erreichen des primary endpoints, der für mich entscheidend ist:



Re: Arguement : Case for Approval
With regards to the data of the first trial, see slide 16/33 in this presentation by Dr Charles Drake
http://prostatehealthed.org/Summit2006/DRAKE.pdf

　•Docetaxel-based chemotherapy was received by 35.9% patients in the Sipuleucel-T arm and 47.6% patients in the placebo arm after completion of study treatment

The FDA also found on page 8/128,
http://www.fda.gov/ohrms/dockets/ac/07/briefing/2007-4291B1_…

Evaluation of chemotherapy use and time to chemotherapy revealed no imbalance between the 2 arms, and the treatment effect remained strong after adjustment for the use of docetaxel (HR = 1.54 [95% CI: 1.00, 2.38]; P = 0.052).


Furthermore, the FDA found for study 1 and study 2,

1. A clinically meaningful and statistically persuasive overall survival benefit; patients treated with sipuleucel-T had a 41% reduced risk of death compared to patients treated with placebo (HR = 1.71 [95% CI: 1.13, 2.58]; P = 0.010; Figure 3, in the ITT population).
2. A 21% reduction in the risk of death for patients treated with sipuleucel-T relative to placebo in the ITT population (HR = 1.27 [95% CI: 0.78, 2.07]; P = 0.331; Figure 4).

The safety data including frovenge was sumarized this way, on page 12

The safety population for Studies 1 and 2 includes 223 patients who underwent at least

1 leukapheresis. Adverse events (AEs) were collected through Week 16 (Day 112); following

Week 16, AEs that were considered delayed treatment-related were collected, as well as all

deaths. These data were supplemented by data from the completed Phase I and Phase II studies,

compassionate use trials, and ongoing Phase II and Phase III studies. The total safety population

includes 669 patients who underwent at least 1 leukapheresis. Of these patients, approximately

478 patients received 1387 infusions of sipuleucel-T (numbers are estimates due to blinded data

and include APC8026, a product similar to sipuleucel-T).

So long sucker, OOS

[VodkaLemon]

March 5-7

ASCO Genitourinary Cancers Symposium: Dendreon(DNDN Quote) presenting updated data from the phase III study of Provenge

http://www.thestreet.com/_yahoo/story/10691244/1/biotech-cal…

[VodkaLemon]

http://de.advfn.com/p.php?pid=staticchart&s=AMEX%3Adndn&p=0&…

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 39.033.607 von VodkaLemon am 01.03.10 15:55:22

Hi, hab Dich noch gar nie wahrgenommen im Dendreon Board, willkommen!

[VodkaLemon]

Antwort auf Beitrag Nr.: 39.035.334 von Magnetfeldfredy am 01.03.10 18:52:08

oh danke bin auch erst seit heut eingestiegen auf empfehlung meines vaters

[VodkaLemon]

Feeling Stoked? Put A Stack On Dendreon
Hilary Kramer, 03.01.10, 01:20 PM EST

The biotech firm is a classic high-risk play with exceptionally high rewards if all goes well. It's not for conservative investors.



There are always opportunities to make money in equities, but in the current environment where consumers are cash-strapped, the jobs front continues to deteriorate and credit is a rare commodity, I am generally avoiding the companies that depend on discretionary spending. In fact, the place where I have determined that genuine investment upside still does exist is in the wide ranging sector of biotech and medical device companies.

Yes, these are risky bets, for sure, but with some seriously significant upside if trials and approvals continue as expected. The bottom line is that--regardless of the economy--we will take care of medicating and alleviating the most serious of illnesses. Here are three of my favorite, albeit risky, investment ideas:
Article Controls


Dendreon Corporation ( DNDN - news - people ): Currently hovering in the $30-$32 range, this stock could more than double to $65 by mid-2011.

The Seattle-based biotech company is focused on targeting and eradicating cancer. This is a revolutionary new way to fight cancer. The key is that DNDN's scientists are on the forefront of introducing a new class of therapy known as active cellular immunotherapies ("ACIs"). This approach uses live human cells to trick the patient's own immune system into fighting cancer.

Dendreon's future hinges on a May 1 Food and Drug Administration decision on this technology. The therapy that would be available, if approved, is a vaccine for prostate cancer patients, called Provenge. The data have been remarkable and the FDA, which once before rejected the approval of Provenge, is now expected to give its approval. But nothing is guaranteed.

Don't invest in Dendreon unless you understand that you could lose all of your money if the FDA fails to approve this breakthrough vaccine. Regardless of your level of risk-taking, you will find a number of academic papers on the company's website that detail the impressive life-extending results of these trials.

Keep in mind that even if Provenge is approved, there are hurdles in terms of ramping up production fast enough; each vaccine is custom-produced from a patient's white blood cells. So, if the FDA does give approval, the stock will jump up meteorically, but then the risk of production glitches remains as an overhang. For full disclosure, I have made Dendreon made my largest position, but, then again, I am a gambler.

http://www.forbes.com/2010/03/01/dendreon-medivation-positiv…

[GuHu1]

Antwort auf Beitrag Nr.: 39.035.600 von VodkaLemon am 01.03.10 19:23:20

wünsch dir viel erfolg mit dndn und danke für deinen beitrag.

[VodkaLemon]

Antwort auf Beitrag Nr.: 39.036.162 von GuHu1 am 01.03.10 20:27:56

danke ... sieht gut aus heute

[GuHu1]

Antwort auf Beitrag Nr.: 39.036.218 von VodkaLemon am 01.03.10 20:34:58

iiijaaaa recht nett heute.

[pokemon]

Antwort auf Beitrag Nr.: 39.036.218 von VodkaLemon am 01.03.10 20:34:58

beeindruckend!

[VodkaLemon]

massive umsätze !

[Bachalor]

was ist heute für ein börsentag
dndn,itn nano,siga

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 39.042.244 von VodkaLemon am 02.03.10 16:11:49

Die nächste Shortattacke wie im April, Lügen, Verleumdung..... am Ende siegt die Gerechtigkeit und Provenge von Dendreon wird zugelassen!

[Poppholz]

Antwort auf Beitrag Nr.: 39.042.342 von Magnetfeldfredy am 02.03.10 16:17:59

hat auch nicht lange gehalten.

Vorbörslich ein "Versuch der Panikmache" und jetzt geht es steil nach oben.

Sehr schön

[VodkaLemon]

neues all time high ... bald die 35

[VodkaLemon]

Antwort auf Beitrag Nr.: 39.042.592 von VodkaLemon am 02.03.10 16:36:28

is durch

[glaubehoffnung]

Sind iMo mehr als 4,6 Mia $ schwer

[Magnetfeldfredy]

Antwort auf Beitrag Nr.: 39.043.760 von glaubehoffnung am 02.03.10 18:26:54

Und hier der Grund des Anstiegs, offizielles Dementi der FDA:

UPDATE 1-US FDA sees no public hearing for Dendreon vaccine
Tue Mar 2, 2010 11:53am ESTStocks
Dendreon Corp
DNDN.O
$34.51
+2.00+6.15%
5:26pm UTC+0100
* No advisory meeting planned, FDA spokeswoman says

* Dendreon shares up 7 percent

By Susan Heavey

WASHINGTON, March 2 (Reuters) - The U.S. Food and Drug Administration is not planning to seek advice from its outside advisers over Dendreon Corp's (DNDN.O) experimental prostate cancer vaccine, fueling investor speculation about the product and sending company shares up.

"There is not going to be an advisory committee meeting," said FDA spokeswoman Shelly Burgess.

Dendreon's vaccine, Provenge, would be the first cancer vaccine aimed at treating a condition, rather than preventing a disease like traditional vaccines do.

The closely watched product could be a blockbuster for the biotech company, which has said it would ramp up production to handle an expected $1.2 billion to $2.5 billion in annual sales by late 2011.

The company's shares had fallen over speculation that Provenge might have to face public scrutiny at an FDA advisory panel, but later recovered to trade up as much as 8.5 percent.

The FDA often seeks advice on whether to approve products from its panels of outside experts and usually, but not always, follows their recommendations.

Its shares were up 7 percent at $34.85 in midday trading on the Nasdaq. (Additional reporting by Esha Dey in Bangalore) (Reporting by Susan Heavey. Editing by Robert MacMillan)

[Elrond]

krass heute .....

[GuHu1]

http://www.cnbc.com/id/35671755

[edelupolino]

Antwort auf Beitrag Nr.: 39.043.915 von Magnetfeldfredy am 02.03.10 18:50:43

vorbörslich in den USA sollen einige (ex)-longies wieder abrasiert worden sein, bis dann die FDA endlich mal was gutes für uns getan hat.
Das zeigt: NERVEN behalten und STOP-LOSS relativ tief setzen, bis endlich klarheit ist. Sonst ist man UNGEWOLLT ohne Dendreonen!!!!!

[edelupolino]

Antwort auf Beitrag Nr.: 39.044.411 von GuHu1 am 02.03.10 19:52:29

Es wäre endlich mal an der zeit, solchen dreckschleudern den weg in den knast zu weisen...

Warum werden FINANZGANGSTER so sehr und so ausdauernd geschont? Die einzigen -glaub ich-, die richtig bestraft wurden, haben sich selbst gerichtet, frei nach altem japanischen/römischen vorbild.

[GuHu1]

Antwort auf Beitrag Nr.: 39.044.661 von edelupolino am 02.03.10 20:20:12

man soll seine feinde nie aus dem auge lassen.

[GuHu1]

UPDATE 2-US FDA sees no public hearing for Dendreon vaccine
No advisory meeting planned-FDA spokeswoman

Stocks | Regulatory News | Global Markets | Healthcare

* Dendreon shares gain 6.5 percent (Adds analyst comment, details on study, updates shares)

By Susan Heavey

WASHINGTON, March 2 (Reuters) - The U.S. Food and Drug Administration is not planning to seek advice from its outside advisers over Dendreon Corp's (DNDN.O) experimental prostate cancer vaccine, fueling investor speculation about the product and sending company shares higher.

"There is not going to be an advisory committee meeting," FDA spokeswoman Shelly Burgess said on Tuesday.

The vaccine, Provenge, would be the first cancer vaccine aimed at treating a condition, rather than preventing a disease as traditional vaccines do.

The closely watched product could be a blockbuster for the biotech company, which has said it would ramp up production to handle an expected $1.2 billion to $2.5 billion of annual sales by late 2011.

The company's shares had fallen over speculation that Provenge might have to face public scrutiny at an FDA advisory panel but later recovered to trade up as much as 8.5 percent.

The FDA often seeks advice on whether to approve products from its panels of outside experts and usually, but not always, follows their recommendations.

Roth Capital Partners analyst Joseph Pantginis, in a note issued before the FDA said it would not convene a panel, said he expected Provenge to win the agency's clearance. He pointed to positive results released in April from a study called Impact.

"We believe Provenge will be approved on or about" May 1, the FDA's target date for a decision, Pantginis said. He reiterated his "buy" rating on Dendreon shares and a $50 price target.

Last April, data from the 512-patient Impact study showed the vaccine improved three-year survival of men with advanced prostate cancer by 38 percent compared with a placebo.

Dendreon shares were up 6.5 percent at $34.62 in midday trading on the Nasdaq. (Additional reporting by Esha Dey in Bangalore) (Reporting by Susan Heavey and Lisa Richwine; Editing by Robert MacMillan and Steve Orlofsky)

http://www.reuters.com/article/idUSN0216221720100302?rpc=77&…

[VodkaLemon]

Dendreon rises; FDA says no meeting on Provenge

Dendreon shares rise as FDA says no panel meeting scheduled for prostate cancer vaccine

On Tuesday March 2, 2010, 3:33 pm

WASHINGTON (AP) -- Shares of biotechnology company Dendreon Corp. jumped Tuesday after federal regulators said they don't plan to hold a public meeting on the company's prostate cancer treatment, possibly leading to quicker approval for the drug.

Shares of the Seattle-based company rose 70 cents, or 2.1 percent, to $33.21 in afternoon trading. They earlier set a new year high of $35.27, eclipsing a previous peak of $33.85 set Feb. 22.

A spokeswoman for the Food and Drug Administration said the agency has not scheduled a panel review on the company's Provenge vaccine. The FDA typically holds panel meetings when it needs guidance from outside experts about whether to approve a new treatment. A panel of experts usually votes for or against approval, though the vote is not binding.

The absence of a panel meeting often signals a smoother path to market for a product.

The FDA is scheduled to make a decision on Provenge by May 1.

In a note published on Monday, Leerink Swann analyst Howard Liang said he did not see any indications a panel meeting was in the works. He said the FDA usually makes decisions about panel meetings in the middle of the approval process, which means that if a meeting was planned, Dendreon would have been notified around Feb. 1.

Provenge is designed to treat prostate cancer by stimulating the body's immune system and prompting it to fight the disease. There are few new treatments for advanced prostate cancer, with hormones and chemotherapy being the most widely used measures.

With no products currently on the market, Dendreon's Provenge is seen as a potential blockbuster drug that could make or break the company.