Replies to post #75464 on Biotech Values

[cvsnumber1]

I have always (last 4 years) believed it works...watch today

[corpstrat]

13-4 FDA panelists thought so last time around, wallstarb, given the P3 data. If you had terminal PCa you probably wouldn't be babbling about sizzle at the chance of some extra years of life. And your qualifications to overrule the panel are what exactly? Your friend Dew, last I saw, thinks it works too, but that DNDN is too inept to demonstrate the fact. I generally share his dim view of DNDN mgt, but the trial outcome is what matters and is now a crapshoot.

[Biowatch]

Luke Timmerman covered the DNDN saga today.

Bottom line: It's all about the data.

>>Dendreon Saga Heads Toward Climax, As Cancer Drug Aims to Prove It Prolongs Lives
Luke Timmerman 4/3/09

Dendreon has all the ingredients of a Hollywood thriller: Life and death on the line. Millions of dollars at stake. Fast money in the stock market. Cutting-edge technology that aspires to achieve the impossible.

The Seattle biotech company (NASDAQ: DNDN) has gone through a riveting set of twists and turns over the past two years, and the story may reach its climax within weeks. One day this month, Dendreon plans to rip off the blind from a clinical trial that it hopes will offer convincing proof that its experimental drug helps men with terminal forms of prostate cancer live longer, with minimal side effects.
etc.
<<
http://www.xconomy.com/seattle/2009/04/03/dendreon-saga-heads-toward-climax-as-cancer-drug-aims-to-prove-it-prolongs-lives/

[exwannabe]

Re: Does Provenge work?

Given the data, anybody who understands stats would certainly say that it probably works. It's not even close.

Name any real endpoint that came up on the wrong side?

On the plus, we can name over half a dozen across 4 P3 trials that are trending correctly.

Your previous argument that the failure of DNDN to generate an approval worthy data set means the drug doesn't work is complete crap.

Perhaps PGS is cocrrect that if DNDN had done better pure research they could have designed the trials better. Perhaps DD is correct that a larger company would have just thrown in more data points, and generated an approval.

But known of that takes away from the key facts. Mainly the 9901 OS curve was very impressive and all data is pointing the right direction.