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p3analyze

03/31/08 11:56 AM

#5575 RE: DewDiligence #5574

Regardless of the impetus (be it financial, competitiveness, or scientific), even if there was not an incrased confidence in the final outcome, we agree the move is a net positive for DNDN investors:

1. It makes it easier to raise money, regardless of when, therefore less dilution to stock holders
2. The early data availability places DNDN at a better competitive positioning against CEGE
3. The above concerns outweigh the slight power degradation due to less "better HR" events.

>>ocyan would accept the company’s explanation, hook, line and sinker, as they always do<<

You have grossly underestimated his independent thinking prowess.
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nmstav

03/31/08 12:16 PM

#5576 RE: DewDiligence #5574

"They knew that people like ocyan would accept the company’s explanation, hook, line and sinker, as they always do."

And the likes of David Miller...another biotech pudding head.
Dew, I think it's time you take all your Dick Pazdur posters down from your wall...open your windows, let some fresh air circulate. It will be good for you.
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ocyanblue

03/31/08 3:41 PM

#5577 RE: DewDiligence #5574

Dew - Independent thinking is about examining your thoughts from all data at hand, not being a slave to your biases, either in general or specific, such as against a particular company. Unlike other common biotech situations, Provenge is one where there are quite a bit of data available to compute with. Until you've done so, harping on the power issue from some sort of vague general principle is uninformed.

Separately and I hope you will take this constructively, you frequently give in to some trivial cleverness and one-up kind of thing instead of focusing on an earnest discussion. That diminishes the value of your inputs. It's too bad as you do have great biotech knowledge and experience to share.