Replies to post #10051 on Biotech Values

[DewDiligence]

Updated with this week’s webcast and annotations…

DNDN
ReadMeFirst

Discussion thread of some clinical trial summations on competitive hormone-refractory prostate cancer treatments (courtesy of Rancherho)...thread continues with surrogate endpoint discussion and links
http://tinyurl.com/8syxr
http://tinyurl.com/99kfb
http://tinyurl.com/armgl
http://tinyurl.com/bnscm
http://tinyurl.com/7ozey
http://tinyurl.com/89h5p
http://tinyurl.com/ey5tf
http://tinyurl.com/99bdm

Recent webcasts

Invest Northwest webcast and annotations:
#msg-6163862

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 $100 range. The issue covers the Provenge mechanism of action, trial history, and pipeline.
http://www.biotechMonthly.com/archive_2004.htm

The ever-changing short-seller arguments (inspired by David Miller)
http://www.investorshub.com/boards/read_msg.asp?message_id=5875436

DNDN Insider Transactions
http://finance.yahoo.com/q/it?s=DNDN

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