Re: DNDN
>>I think of Provenge as analagous to Mevacor a decade or so ago when it was a landmark blockbuster in what became a successful class of even better drugs.<<
I think that’s a reasonable analogy. However, DNDN’s valuation is sufficiently low that there’s an enormous upside even if Provenge turns out to have a relatively short run at the top of the heap.
Moreover, a cell-based therapy such as Provenge may present a higher technical barrier to competition than your typical pill does. For this reason, I am more concerned about Provenge competition from new conventional drugs than about competition from a newer, better cancer vaccine.
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