Replies to post #124457 on Biotech Values

[drbio45]

It sounds to me like dendreon is losing money on every sale so they may as well put through a promotion where they guarantee the doc will be paid and put the docs on a 90 day payment scedule.

if the doc dosen't get paid dndn handles the paperwork to get reimbursed. They would have specialists that do that.

Hell, they don't know what their breakeven point is anyway.

[DewDiligence]

DNDN—without more data it is impossible to disentangle the root cause - all risk issue, all cash flow, or all end-user demand?

DNDN has already signaled that end-user demand is the problem—or at least a major part of the problem—and that’s why the share price is off ~70%. No biotech company lays off manufacturing staff to resolve a temporary issue with reimbursement, cash flow, or cash density.