Replies to post #11512 on Biotech Values

[urche]

Dendreon PR

My take is that this is very little meaningful data (17 pts in an open label study) so not much can be read into it in terms of significance.

But, I see two important points:
1) Despite recent failure to achieve endpoint regarding PSA, this study does suggest Provenge can reduce PSA, a reasonable surrogate marker of prostate cancer activity.
2) As many patients (5) showed an increase in PSADT >12 months as showed no response. I take this as an additional support for the widespread use of Provenge in milder forms of prostate cancer on the premise that if we can offer a treatment that has a significant chance of benefit with low side-effect profile, GO FOR IT.

urche