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Replies to #90094 on Biotech Values

AlpineBV_Miller

02/03/10 10:56 PM

#90107 RE: DewDiligence #90094

Dendreon released the total number of possible patients, a rate limiting manufacturing range, and a graph showing how other first-in-class biologics ramped in their first couple of years of sales. They have explicity NOT released pricing data, except to say it would be comparable to other biologics with similar life extension.

There are people who can make educated guesses (some of us more educated than others because we know the right questions to ask), but they haven't done anything almost every other biotech has done.