Dendreon Corp fka DNDNQ

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New data highlights.

1. The data got much better after censoring non-PC-related deaths. The p-value improves to p=.002 instead of p=.01. This p-value means that the chance that Provenge is a fluke is 1 in 500! And this is straight log-rank, no Cox regression involved.
2. Halabi nomograms show that there were no imbalances in prognostic factors. This uses historical data so it's complementary to the use of Cox regression as previously done with the 9901 data itself.
3. Chart 18 absolutely destroys the early chemo argument for treated patients. That chart shows the times when patients started chemotherapy. The Provenge curve is clearly above the placebo curve. That reinforces the notion that people naturally avoid chemo as long as they feel that their health remains good. People treated with Provenge certainly behaved that way.
4. Chart 26 shows what the label will look like for Provenge. It will be frontline for AIPC before any chemos. A point was made that this is not to make chemo obsolete. That likely means that Dr. Petrylak's presentation next month will further show that chemos after Provenge substantially increase the probability of survival.

http://investor.dendreon.com/downloads/22568dndn.pdf