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Re: DewDiligence post# 128127

Monday, 10/10/2011 10:07:40 AM

Monday, October 10, 2011 10:07:40 AM

Post# of 257286

Your contention that DNDN’s laying off manufacturing personnel in brand new facilities doesn’t imply a serious shortfall in end-user demand for Provenge is one of the least tenable arguments you’ve made on this board



I would humbly suggest that people living in glass houses shouldn't be throwing rocks and should generally avoid derogatory style of communication. That said, I was just pointing out that, yet again, you are setting up a strawman in your head and attempting to impute them to your opponents.

Even this most recent post is an attempt to do the same - so let me repeat, again, no one on this board is saying that there is no weakness in end user demand. Just that it is probably a mixture of effects that are difficult to disentangle.

If you are interested in meaningful debate, instead of belittling, there are a thousand ways you might take this debate:

a) Ask for predictions about expected revs

b) Ask for predictions about key events - e.g. effect of changing medicare codes.

Why do you not do this?

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