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croumagnon

01/12/07 11:32 PM

#2434 RE: xrymd #2429

OT: I love the (DNDN) concept and some of the data but the market is telling me differently (So is Dew).

I think the market will change its mind soon as in when DNDN gets notice that their BLA has been accepted and given Priority Review designation. This should happen any day between now and January 24.

Dew's problem with DNDN is not much different than mine because we both have a suspicious view of DNDN's CEO, Gold, and his management team. However, in spite of Gold, the data is the data and approval is around the corner (May?). Additionally the market for Provenge should prove to be humongous (as in $billions) so you are looking at a possible easy 10 bagger in DNDN.

I think GTCB is also an excellent risk/reward opportunity but at this point in time the potential reward for DNDN promises to dwarf that of GTCB...