Replies to post #144102 on Biotech Values

[dav1234]

Medivation (MDVN +0.75%) and not Dendreon (DNDN -3.5%) is the more attractive acquisition target, says Jefferies analyst Biren Amin. This is because of the bright prospects for MDV3100, the prostate-cancer drug that Medivation half owns and the poor outlook for provenge, Dendreon's rival treatment

[DewDiligence]

The 80% figure is a consequence of not only the projected increase in population in emerging markets (#msg-48556414), but also increasing affluence in emerging markets (e.g. #msg-56407145), which will foster the adoption of Western lifestyles, (#msg-51490876). Improved detection will increase the number of diagnosed cancer cases, of course, but this is a relatively small part of the picture vis-à-vis the 80% figure mentioned in #msg-76761339.