Replies to post #76292 on Biotech Values

[DewDiligence]

DNDN: I should note that label extensions are not necessary to get Provenge to blockbuster status in North America, IMO of course.

There may be a significant number of men who will want to use Provenge in early-stage disease even if they have to pay out of pocket to get it. For this reason, DNDN would probably be wise not to overplay their hand and set too high a price.

[DewDiligence]

DNDN: Correct. And even if one believes PROTECT is of sufficient size, it won't provide that answer on an allowable endpoint until well in to next decade.

On this specific point, I may paradoxically be more bullish than you are, as noted in bullet #4 of my reply to iwfal.