Dendreon Corp fka DNDNQ

[MLD38]

DNDN in "Find the Biotech Stars at JPMorgan Confab"

See post #343 on i-Hub's Toby Smith Stock Review message board:
http://www.investorshub.com/boards/board.asp?board_id=4469

Or here is what was posted:

1/5/2007 article By Adam Feuerstein, TSC Senior Writer
URL: http://www.thestreet.com/newsanalysis/biotech/10330780.html
Includes:
..."This also will be a busy year for Dendreon (DNDN) , as the Food and Drug Administration begins its review of the company's experimental prostate cancer vaccine, Provenge. On or about Jan. 12, Dendreon should hear whether the Provenge application was accepted and whether it will be granted a priority (six-month) review. If so, the next big event likely will be an FDA advisory panel meeting to discuss the Provenge clinical data. You might see such a panel scheduled in March or April. To date, investors -- and many prostate cancer doctors -- have been skeptical about Provenge's chances for FDA approval. The biggest hang-up: While efficacy data suggest that Provenge can prolong survival of men with advanced, hormone-refractory prostate cancer, the clinical data generated so far is a bit sparse. Still, there is ample room for debate over this issue, which should make the advisory panel a certain highlight for biotech investors this year."...

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Previously:

(1) 12/20/06 article "Catch A Trillion-Dollar Trend" by C/W's Michael Shulman editor of C/W BioTech newsletter
http://www.changewave.com/freecontent/2006/12/freebottomms20061215.html

He ends the article with DNDN in "WHAT USED TO BE CALLED WONDER DRUGS"

...."This segment includes the "miracle" companies pushing the envelope with new kinds of treatments for often-fatal illnesses such as cancer. The companies most worth watching are those involved in what Wall Street calls personalized medicine, although this label covers a wide range of treatments and companies.

Wall Street's View:
They hate personalized medicine because it has been too long in developing. They ran the stocks up, only to see them come back to earth several years ago. This sets up a great buying opportunity for investors right now.

My View:
This is the segment to place your most speculative investment dollars -– these are cutting-edge companies that could be the next Genentech -- or, possibly, the next disaster. That being said, one, two or even more failures will cost you far less than you will make on one rocket-ship stock.

My Favorite:
Based on the prospects for approval and the continuing dislike on Wall Street of these kinds of stocks, there is one great (if highly speculative) play in this space -- Dendreon. It is awaiting approval for a treatment that is based on a patient's own blood for advanced prostate cancer. Dendreon will (or should) get a decision by the FDA no later than May 13, 2007."....

AND

(2) 11/22/06 article "Think Small, Make Money" by C/W's Michael Shulman editor of C/W BioTech newsletter
http://www.changewave.com/freecontent/2006/11/freebottomms20061117.html
Starts off:
..."The shift is on -- so say the analysts -- from small- and mid-cap to large cap.

This is true for the general market, and it is also true for life sciences and biotech. But the times, they may be a-changing and rather than say, hey, pick a great big cap and ride it, today let's talk about a small cap.

Why go against the grain? Hey, this is ChangeWave -- this is what we do. And in this instance, we also know a whole bunch of doctors agree with us.

The company is Dendreon (DNDN), the treatment is called Provenge and the disease is advanced prostate cancer. And there is no competition -- if you have advanced prostate cancer, you die."...