Replies to post #3493 on Dendreon Corp fka DNDNQ

[witchhollow]

Aschoff survived this ordeal despite the data presented and the AC rec. Karma will get this guy. Maybe not today and maybe not tomorrow..

Provenge was delayed which probably saved his career and many others in the financial community.

Unfortunately many small investors are kicking themselves thinking they made a wrong decision on DNDN and will pound on the company for this setback. What many don't realize is this approvable letter was spawned by politics and not the data the company presented. The AC vote secures this belief for me.

Walldiver, thanks for all that you've done and continue to do to keep us informed..

[invest in kids]

DNDN Dendreon: Color on 1Q07 results - Brean Murray (5.54 )

Brean Murray notes DNDN reported 1Q07 EPS of ($0.38) vs. ($0.29) consensus. Firm also notes the FDA asked Dendreon for additional clinical data, which, as firm first believed, includes more than just the ongoing IMPACT trial. A second confirmatory Phase 3 trial is standard practice for most approval applications. Firm expects current cash to be able to fund operations through 2007 and therefore expects DNDN to require a considerable amount of capital in order to remain solvent through the 2010 final analysis of the IMPACT trial. Firm expects the IMPACT trial to go to its final analysis in 2010, and fail, because the interim analysis in 2008 will be too soon to see any survival benefit.

Can someone please explain exactly what the last sentence means? Would this be another case of "bad trial design" and missing endpoints?

TIA