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Replies to #31141 on Biotech Values
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DewDiligence

07/11/06 2:06 AM

#31143 RE: iwfal #31141

We’re talking about two different things, evidently. One is when the BLA will be filed—the point I was arguing—and the other is whether the BLA will ever be filed—the point you seem to be arguing.

Everything DNDN has done to date is consistent with the intention to defer the completion of the BLA until the 9902b efficacy data are in hand. Nothing that DNDN has done to date is consistent with the notion that Provenge is a blockbuster-in-waiting with an already compelling data package, which is what the company has been telling investors.

Pay attention to what they do, not what they say.