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DewDiligence

08/04/11 11:52 AM

#124449 RE: AlpineBV_Miller #124445

DNDN—Whether you characterize the problem as cash flow, reimbursement risk, cash density, or some other creative appellation, the salient point appears to be that the end-user demand for Provenge is less than many people thought until yesterday.

We will not see DNDN sporting a $5B+ enterprise value ever again, IMHO.
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y3maxx

08/04/11 2:04 PM

#124456 RE: AlpineBV_Miller #124445

DNDN...David, Dew et al

Is there now a possibility the price Provenge will drop?

y3