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Re: DewDiligence post# 3070

Sunday, 04/22/2007 3:55:47 PM

Sunday, April 22, 2007 3:55:47 PM

Post# of 12660
It was the deal with Genentech on Trp-p8 that Gold negotiated which inspired Henney to name him CEO. My interpretation of the vaccine discussion was that Roche was referring to Transgene when they said "We didnt see an awful lot which is intriguing until quite recently." Since Roche and Genetech have been familiar with Dendreon's vaccine platform for years, I interpreted that paragraph as a positive reference to Transgene at the expense of Dendreon. They signed a deal with Transgene last week for Transgene's cancer immunotherapy platform, specifically those cancers caused by HPV. Of course, I'd love my interpretation to be wrong.

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