OK, just listened to the Aaron Task/Adam Feuerstein interview. For the most part, Adam's overall message was accurate, IMO. The stock has become a trading vehicle, and has been spiking due to a positive feedback loop in the financial press.
However, one incorrect statement he made was regarding the journal article this week and how it relates to the FDA's May decision. Yes, the article in the cancer research journal merely theorized that the efficacy of cancer vaccines should be evaluated in terms of overall survival instead of tumor shrinkage. However, Adam stated incorrectly that this is why the FDA issued the CR letter, when in fact the FDA likely centered on the missed primary endpoint of TTP as the reason it couldn't approve Provenge. I'm not sure why Adam would make such a wildly incorrect statement. The journal article's conclusion and DNDN's rationale for filing its BLA on the 9901 data were one and the same: that survival should be the metric used to evaluate the efficacy of cancer vaccines. The FDA's decision was likely based on reasoning that comes to the opposite conclusion than that of the article.
One more thing to add would be that for current DNDN longs, what has been going on with the stock price lately is just the opposite of what used to happen prior to 3/29...the stock used to drop because of a negative feedback loop in the financial press. So the longtime current longs are getting some well-deserved payback.
Market Data 
Markets 
AI
