Biotech Values

[DewDiligence]

DNDN
ReadMeFirst

[Compiled by DNDN guru, walldiver]


Recent webcasts
ASCO Prostate Cancer presentation Dr. Eric Small 2/05:
http://tinyurl.com/4b7to

Well Fargo fireside chat with CEO Mitch Gold (3/2/05):
http://investor.dendreon.com/medialist.cfm

DNDN’s 9901 data-release CC (2/22/05):
http://investor.dendreon.com/medialist.cfm


Provenge potential market
http://tinyurl.com/6yv4y
http://tinyurl.com/3k857


FDA Prostate Cancer Workshop 6/04 (change to Transcript2.pdf and 3.pdf for continuation)
http://www.fda.gov/cder/drug/cancer_endpoints/ProstateTranscript1.pdf


9901 trial Gleason score breakdown (we now know that 4 out of 5 surviving placebo arm patients crossed over to receive salvage Provenge after progression)
http://tinyurl.com/5v6xy


ASCO Prostate message-board musings (2/05)
http://tinyurl.com/5hykx
http://tinyurl.com/4ssxf
http://tinyurl.com/4njwt


Biotech Monthly has the most comprehensive background info for Dendreon, far more than any brokerage house. The Nov 2004 issue would be available for a single-issue purchase, approx 40 pages are devoted to Dendreon. Price for single issue is in the $60 range. The issue covers the Provenge mechanism of action, trial history, and pipeline.
http://www.biotechMonthly.com/archive_2004.htm


Basic facts about prostate cancer
http://www.cancer.gov/cancertopics/types/prostate
http://www.acor.org/cnet/glossary/45696.html