Replies to post #76293 on Biotech Values

[exwannabe]

DNDN, what is the HDPC/HIPC ratio?

I could easily see a decent percentage of of HDPC patients using Provenge (I absolutely would even w/o P11 data). Obviously the limiting factor is the ability to pay.

If they drop the price a little, you will increase this revenue but decrease the reimbursed revenue.

Tough call.

Would be a very interesting discussion on IV with all the high and mighty types :-)

[AlpineBV_Miller]

DNDN would probably be wise not to overplay their hand and set too high a price.

While I trust the diligent work Dendreon has done on the market in terms of pricing, I see this as the biggest risk to a successful launch. I think Dendreon would do better to set a price largely independent of what others have set for their own biologics.

Of course, I still think Genentech and ImClone are idiots for their pricing of Avastin and Erbitux.