Biotech Values

[DewDiligence]

DNDN Read Me First

Edits: Add ECCO link and directions for access.


ECCO/Higano/9902a presentation:
http://www.sessions2view.com/ecco05c1/index.php
[Directions:
1.Click on acceptance box on bottom of screen.
2.Click on ENTER button at bottom of screen.
3. Click on Speakers link at bottom of screen.
4. Click on the letter “H” for Dr. Higano.
5. Click on one of the three icons for the slides, audio, and transcript, respectively. (The presentation audio can be cued from any individual slide.)
6. Slide #16 has the 9902a Kaplan-Meier survival curves.]


Three most recent webcasts (10/31 conf call on Provenge 9902A trial results at ECCO, 11/4 conf call on Q3 financial results, 11/7 webcast at Rodman & Renshaw conference)
http://investor.dendreon.com/medialist.cfm

UBS 9/27/05 Conference Call Transcript and Breakout Session Notes
http://www.investorshub.com/boards/read_msg.asp?message_id=7922336

Dr. Eric Small presentation of 9901 trial results at May 2005 ASCO Conference
http://tinyurl.com/e2ceu

Conf call transcript about 9902A survival data
http://tinyurl.com/8e74r

DNDN newsroom for investors
http://investor.dendreon.com/newsroom/

Discussion thread of some clinical trial summations on competitive hormone-refractory prostate cancer treatments (courtesy of Rancherho)...thread continues with surrogate endpoint discussion and links
http://tinyurl.com/8syxr
http://tinyurl.com/99kfb
http://tinyurl.com/armgl
http://tinyurl.com/bnscm
http://tinyurl.com/7ozey
http://tinyurl.com/89h5p
http://tinyurl.com/ey5tf
http://tinyurl.com/99bdm

Feb/Mar 2005 webcasts below
Invest Northwest webcast and annotations:
#msg-6163862

4Q04 quarterly CC (3/15/05):
http://investor.dendreon.com/medialist.cfm
Accompanying PR: #msg-5743992

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

ASCO Prostate Cancer presentation Dr. Eric Small 2/19/05:
http://tinyurl.com/4b7to

Provenge potential market msg board posts
http://tinyurl.com/7dwm6
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 $100 range. The issue covers the Provenge mechanism of action, trial history, and pipeline.
http://www.biotechMonthly.com/archive_2004.htm

The ever-changing short-seller arguments (inspired by David Miller)
http://www.investorshub.com/boards/read_msg.asp?message_id=5875436

DNDN Insider Transactions
http://finance.yahoo.com/q/it?s=DNDN

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