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exwannabe

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exwannabe

Re: mcbio post# 75951

Tuesday, 04/14/2009 8:43:20 PM

Tuesday, April 14, 2009 8:43:20 PM

Post# of 252581
Re: Adam F and DNDN NPV

Adam has generally presented a fairly balanced view on DNDN, and his estimate seamed reasonable and conservative.

The biggest plus side over his US numbers would seam to be pricing (Adam user 30K per), ADPC and "booster shots".

The biggest threats would a new "world order" on the entire medical system and competition. Is there a serious mid-term threat out there (CGRB's drug does not count)?

Further upside for Provenge sales is EU of course.

I think 30-35 would be a very reasonable number to see after an FDA go.



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