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Replies to #8623 on Biotech Values
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DewDiligence

03/06/05 10:03 PM

#8625 RE: urche #8623

Thanks for the clarification.
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walldiver

03/07/05 2:58 AM

#8630 RE: urche #8623

I think two questions important to find answers to for any cancer vaccine are:

1. How soon after agreeing to the treatment does the patient receive the product? With Provenge it is 48-72 hours

2. Is the vaccine autologous or allogenic? Provenge is autologous

I think these are two significant advantages for Provenge in any head-to-head survival study with another vaccine, if Provenge is first to market.
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io_io

03/07/05 5:56 PM

#8658 RE: urche #8623

Urche:

"I think DNDN is a good bet as an investment, but I have scientific doubts about the long-term prospects for Provenge."

That seems to be a contradiction. Somewhere I read that 30%-40% of men aged 70 show evidence of PC. Can't see how you like DNDN while doubting "long-term prospects for Provenge".