Replies to post #4002 on Dendreon Corp fka DNDNQ

[stuck_holder]

<You don't consider 600,000 or so shares and options a big personal stake? I would say he has the incentive to fight. I don't think he will, but not for that reason.>

i think if those 600K shares would have been purchased in the market with his own after-tax dollars instead of having been granted for free or acquired by exercising low-priced options, his incentive to "fight" might be greater.

on the other hand, by fighting he may perceive that he is potentially & unecessarily putting his "career" (& his salary, bonus, cheap options, etc.) at risk and he can reasonably argue that quietly accepting the additional hurdle is a reasonable approach...

imo, he is looking out for his own interests, which he would argue happen to coincide with the company's interests...though there are times when they clearly haven't.

[nerdseeksblonde]

I thought he had cancer relatives?
As far as money goes, I think the issue is
"hunger" - the dose response curve for a lot of
people isn't of constant slope ( effort/$ fluctuates
with absolute $ level and the "payoff matrix" for
a scam can be attractive). That is, if you don't
really care then unlimited money will only get so
much effort.

It is possible he simply doesn't understand the problem
and, in fact, he may understand "fight" but not "product development" ( science essentially). There wouldn't
be anything to fight over if he had a convincing
case that the product does something. Even as an MD
he must have read the prescribing information
once in his lifetime- where does he think that
stuff comes from, just some CRO somewhere?

Care to comment on the business side of some science
scenarios? That is, if they bought enough affx expression
array chips to look at 2-3 times during provenge maturation,
what would it cost and what would they get during a clinical
trial or on commercial patients?

Personally I think one hacker with one computer in a
basement could have siftef through the clinical data by
now. I wouldn't trivialize the gene expression array
logisitics but given the IT infrastructure they
surely have and the AFFX CFO you'd think they could
do better than trying to present confusing cd54 results.
The nice thing about the arrays, as opposed to
something like FACS, is you need to have less of
an idea of what you are looking for and the software
for system ID is getting better.



For example, see things like this.

http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...

http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...



http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...


http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...