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Replies to #90088 on Biotech Values

AlpineBV_Miller

02/03/10 4:48 PM

#90089 RE: rkrw #90088

There's lots that can go wrong with any drug launch. The wreckage is considerable for dev-stage biotechs trying to transition into operating companies (really ANY company trying to make that transition). I just don't happen to believe manufacturing problems will be an issue for Provenge.

DewDiligence

02/03/10 6:28 PM

#90096 RE: rkrw #90088

The blogger is clearly short, but that doesn’t mean everything in the blog ought to be dismissed outright. For instance, the blogger’s point about DNDN’s giving out sales projections before approval has some merit, IMO.