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Replies to #8681 on Biotech Values
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walldiver

03/08/05 1:53 PM

#8695 RE: DewDiligence #8681

Dew, sorry for the delay. Here are some DNDN links.

Provenge potential market
http://tinyurl.com/6yv4y
http://tinyurl.com/3k857

FDA Prostate Cancer Workshop 6/04 (change to Transcript2.pdf and 3.pdf for continuation)
http://www.fda.gov/cder/drug/cancer_endpoints/ProstateTranscript1.pdf

9901 trial Gleason score breakdown (we now know that 4 out of 5 surviving placebo arm patients crossed over to receive salvage Provenge after progression)
http://tinyurl.com/5v6xy

ASCO Prostate discussions Feb 2004
http://tinyurl.com/5hykx
http://tinyurl.com/4ssxf
http://tinyurl.com/4njwt

And finally, Biotech Monthly has the most comprehensive background info for Dendreon, far more than any brokerage house. The Nov 2004 issue would be available for a single-issue purchase, approx 40 pages are devoted to Dendreon. The issue covers the Provenge mechanism of action, trial history, and pipeline.
http://www.biotechMonthly.com/archive_2004.htm

Unfortunately, the next best intro to Provenge is in this link below, which hasn't been working lately
http://www.bioscorpio.com/oncology/provenge.htm