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Replies to #8712 on Biotech Values
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DewDiligence

03/09/05 7:54 AM

#8731 RE: DewDiligence #8712

Re: DNDN / webcast by Dr. Small

Here’s a tip for watching/listening to Eric Small’s Provenge presentation at ASCO/Prostate on 2/19/05 (#msg-5675238). if you are using Windows Media Player to play the webcast, right-click on the WMP window to select the full-screen option. This allows for easy reading of Dr. Small’s slides and facilitates following along with the talk.
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DewDiligence

03/15/05 10:13 PM

#8945 RE: DewDiligence #8712

Updated with today’s quarterly PR and conference call…


DNDN
ReadMeFirst


[Compiled by DNDN guru, walldiver]


Recent webcasts
4Q04 quarterly CC (3/15/05):
http://investor.dendreon.com/medialist.cfm
Accompanying PR: #msg-5743992

Well Fargo fireside chat with CEO Mitch Gold (3/2/05):
http://investor.dendreon.com/medialist.cfm

DNDN’s 9901 data-release CC (2/22/05):
http://investor.dendreon.com/medialist.cfm

ASCO Prostate Cancer presentation Dr. Eric Small 2/19/05:
http://tinyurl.com/4b7to


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 message-board musings (2/05)
http://tinyurl.com/5hykx
http://tinyurl.com/4ssxf
http://tinyurl.com/4njwt


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. Price for single issue is in the $60 range. The issue covers the Provenge mechanism of action, trial history, and pipeline.
http://www.biotechMonthly.com/archive_2004.htm


Basic facts about prostate cancer
http://www.cancer.gov/cancertopics/types/prostate
http://www.acor.org/cnet/glossary/45696.html