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2170 Postings, 5747 Tage MagnetfeldfredyDendreon goes famous

 
  
    #101
07.03.10 15:30
Investors Show Confidence in Dendreon
by: EP Vantage March 07, 2010 | about: DNDN      EP Vantage 85
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an article to    Font Size: PrintEmail TweetThis It has been a good week for Dendreon (DNDN). First, the FDA, prodded by rumours to the contrary, announced that it had not scheduled another advisory committee to review the application for cancer vaccine Provenge, leaving only a May 1 PDUFA date standing in the way of a product launch (Event - Dendreon's Provenge PDUFA clouded by adcom worry, February 2, 2010). Then the company announced follow-up data from a pivotal study affirming that the vaccine significantly increased three-year survival and overall survival in patients with metastatic castrate-resistant prostate cancer when compared to placebo.

Continuing a trend of volatility, Dendreon shares have gained 14% over the week on the back of the two news items, hitting a record high of $35.68 in morning trade Friday, valuing the company at a staggering $4.78bn. Investors were buoyed by hope that the FDA had dispensed with a second adcom – the drug was already backed by the Cellular, Tissue and Gene Therapies Advisory Committee in 2007 - and clearly the positive follow-up data only served to raise spirits further.

Fear of the unknown

Therapeutic cancer vaccines remain a largely unproven technology, with numerous candidates landing in the R&D dustbin, and as Provenge would be the first such product approved in a major market, volatility is to be expected around Dendreon (The Dendreon roller coaster continues, April 29, 2009). Removing the risk of a negative adcom vote surely makes investors feel more comfortable spending their money on Dendreon shares.

Meanwhile, the positive follow-up data from the phase III IMPACT study, presented Friday at the American Society of Clinical Oncology 2010 Genitourinary Cancers Symposium in San Francisco, did nothing to make the drug look better than it did when the trial data first were disclosed. The data affirmed Provenge’s efficacy in its primary endpoint, extending survival by a median of 4.1 months to 25.8 months, when compared to 21.7 months of patients in a placebo arm. But most importantly for investors, the new data did not show any signs that previously demonstrated superiority was unsustainable.

As a sign that investors are confident of approval, not only have the shares been hitting record highs, only 7.6% of the company’s shares are held in short positions.

Likely blockbuster

With projected sales in 2014 of $1.07bn, Provenge is valued at $4.87bn according to EvaluatePharma's NPV Analyzer, just above the Seattle company’s market capitalisation. Dendreon has no products on the market and behind Provenge only two products in phase I trials, the anti-HER2 cancer vaccine Neuvenge and D-3263, a Trp-p8 agonist it is co-developing with Roche (RHHBY.PK) for cancer and benign prostatic hyperplasia.

Approval and successful commercialisation of Provenge would transform the company and give it the funds it needs to develop the candidates in its pipeline or purchase new assets. While nothing is a given at the FDA – and its surprise initial rejection of Provenge in May 2007 after the original positive adcom vote is a prime example – the signs are growing that the cancer vaccine will get a thumbs-up.

Disclosure: No positions
About the author: EP Vantage  

2170 Postings, 5747 Tage MagnetfeldfredyDendreon goes famous

 
  
    #102
12.03.10 08:55
Ein Konkurrenzprodukt zu Dendreons Provenge scheitert in Phase III, damit wird Roche für mich ein potentieller Übernehmer bzw. ROW Partner, zudem ist ein Roche Dirkektor schon letztes Jahr ins Dendreon Direktorium aufgerückt:

Basel, 12 March 2010

Roche provides update on phase III study of Avastin in men with late stage prostate cancer
Roche (SIX: RO, ROG; OTCQX: RHHBY) announced today the topline results of a phase III trial led by the US Cancer and Leukemia Group B (CALGB) and sponsored by the National Cancer Institute investigating the use of Avastin (bevacizumab) in combination with docetaxel chemotherapy and prednisone in men with late stage prostate cancer (hormone-refractory / HRPC). The study, known as CALGB 90401, did not meet its primary objective of extending overall survival compared to chemotherapy and prednisone alone. A preliminary assessment of safety performed by CALGB has shown adverse events that have been previously observed in pivotal trials with Avastin. Data from the study will be submitted by CALGB for presentation at the 2010 American Society of Clinical Oncology (ASCO) annual meeting, June 4 to 8, 2010.

“Patients with hormone-refractory prostate cancer are in urgent need of new treatment options. It is unfortunate that the study did not meet its primary objective, however, we look forward to sharing the data with the medical community, including the secondary endpoints,” said Hal Barron, M.D., Head Global Development and Chief Medical Officer at Roche.

These findings do not impact Avastin’s approved indications, where Avastin has made anti-angiogenic therapy a fundamental pillar of cancer treatment. Avastin’s broad development programme in other tumour types will also continue as planned.

About prostate cancer
Prostate cancer is the second most commonly diagnosed cancer in men worldwide only after lung cancer, with over 679,000 men receiving a diagnosis of the disease each year. One third of men diagnosed – almost 200,000, will die from their disease.1

About CALGB 90401
CALGB 90401 is a multicentre, randomized, double-blinded, placebo-controlled phase III study designed to evaluate Avastin plus docetaxel chemotherapy and prednisone compared to docetaxel chemotherapy and prednisone alone in 1,050 men with hormone-refractory prostate cancer. The trial is sponsored by the National Cancer Institute (NCI) under a Cooperative Research and Development Agreement between the NCI and Genentech, and conducted by a network of researchers led by the CALGB.

The primary endpoint of the study is overall survival. Secondary endpoints of the study include progression-free survival, prostate-specific antigen response rate, and safety.

Detailed safety assessments are ongoing. A preliminary assessment of safety performed by CALGB has identified severe adverse events that have been previously observed in pivotal trials with Avastin, including neutropenia and fatal infections.

About Avastin: Over 5 Years of Transforming Cancer Care
With the initial approval in the USA for advanced colorectal cancer in 2004, Avastin became the first anti-angiogenic therapy made widely available for the treatment of patients with an advanced cancer.

Today, Avastin is continuing to transform cancer care through its proven survival benefit (overall survival and/or progression free survival) across several types of cancer. Avastin is approved in the US and Europe for the treatment of advanced stages of colorectal cancer, breast cancer, non-small cell lung cancer and kidney cancer, and Avastin is also available in the US for the treatment of patients with advanced brain cancer (glioblastoma). Avastin is the only anti-angiogenic therapy available for the treatment of these numerous advanced cancer types, which collectively cause over 2.5 million deaths each year.

Avastin has made anti-angiogenic therapy a fundamental pillar of cancer treatment today – over half a million patients have been treated with Avastin so far. A comprehensive clinical programme with over 450 clinical trials is investigating the use of Avastin in various tumour types (including colorectal, breast, non-small cell lung, brain, gastric, ovarian, prostate and others) and different settings (advanced or early stage disease).

About Avastin: Mode of Action
Avastin is an antibody that specifically binds and blocks the biological effects of VEGF (vascular endothelial growth factor). VEGF is the key driver of tumour angiogenesis – a fundamental process required for a tumour to grow and to spread (metastasise) to other parts of the body. Avastin’s precise mode of action allows it to be combined effectively with a broad range of chemotherapies and other anti-cancer treatments. Avastin helps to control tumour growth and extend survival with only a limited impact on the side effects of chemotherapy.

About Roche
Headquartered in Basel, Switzerland, Roche is a leader in research-focused healthcare with combined strengths in pharmaceuticals and diagnostics. Roche is the world’s largest biotech company with truly differentiated medicines in oncology, virology, inflammation, metabolism and CNS. Roche is also the world leader in in-vitro diagnostics, tissue-based cancer diagnostics and a pioneer in diabetes management. Roche’s personalised healthcare strategy aims at providing medicines and diagnostic tools that enable tangible improvements in the health, quality of life and survival of patients. In 2009, Roche had over 80’000 employees worldwide and invested almost 10 billion Swiss francs in R&D. The Group posted sales of 49.1 billion Swiss francs. Genentech, United States, is a wholly owned member of the Roche Group. Roche has a majority stake in Chugai Pharmaceutical, Japan. For more information: www.roche.com.

All trademarks used or mentioned in this release are protected by law.  

2170 Postings, 5747 Tage MagnetfeldfredyDendreon goes famous

 
  
    #103
12.03.10 12:09

Baird's Chris Raymond reported to initiate $DNDN w/Outperform and $48.00 target.

 

80 Postings, 5765 Tage eyeonshareDendreon goes famous

 
  
    #104
1
12.03.10 21:37
Steht Neuvenge in den Startlöchern, personifizierte Imuntherapie, könnte das der Schlüssel sein?
Wer ist nicht alles in den letzten 2 Jahren z.B. an AIPC Therapien gescheitert. Dendreons Antigen Delivery Cassette™ lässt enorm viel Raum für Spekulationen.

Two Phase 3 Trials Of Sunitinib With Commonly Used Chemotherapies In Advanced Breast Cancer Did Not Meet The Primary Endpoint

http://finance.yahoo.com/news/...ls-Of-bw-726942327.html?x=0&.v=1  

80 Postings, 5765 Tage eyeonshareDendreon goes famous

 
  
    #105
1
12.03.10 22:14
Survival Benefit of Sipuleucel-T in Prostate Cancer Appears Durable-March 11, 2010
Elsevier Global Medical News. 2010 Mar 11, S London

SAN FRANCISCO (EGMN) - The survival benefit seen with the cell-based sipuleucel-T vaccine in men with metastatic, castration-resistant prostate cancer persists in the longer term, according to updated results of the randomized, double-blind, phase III IMPACT trial.

With a median follow-up of more than 3 years, patients who were given the sipuleucel-T (Provenge) vaccine lived an average of 4.1 months longer than their counterparts who were given a placebo, researchers reported at a symposium on genitourinary cancers.

"It is the first active immunotherapy to demonstrate an improvement in overall survival for metastatic, castration-resistant prostate cancer," said lead investigator Dr. Philip Kantoff of the Dana-Farber Cancer Institute in Boston. "The effect was upheld with longer follow-up."

Sipuleucel-T, developed by Dendreon Corp., is a vaccine made by processing a patient's own leukapheresed cells. The Food and Drug Administration is scheduled to review its application for approval by May 1, 2010.

Sponsored by Dendreon, the IMPACT (Immunotherapy for Prostate Adenocarcinoma Treatment) trial enrolled patients with metastatic, castration-resistant prostate cancer who had no or minimal symptoms. They were randomly assigned in a 2:1 ratio to treatment with three doses of sipuleucel-T or a placebo consisting of nonprocessed cells, at 2-week intervals.

Patients in the placebo group who experienced progression could cross over to a salvage vaccine made from cells that were cryopreserved at the time of placebo generation, said Dr. Kantoff.

The updated analysis expanded on results that were presented at the American Urological Association meeting in April 2009 (abstract LBA9) by capturing additional events as of study closure, and had a median follow-up of 36.5 months.

Results were based on 341 patients in the sipuleucel-T group and 171 patients in the placebo group, Dr. Kantoff reported at the symposium, which was sponsored by the American Society of Clinical Oncology, American Society for Radiation Oncology, and Society of Urologic Oncology.

Overall survival - the trial's primary end point - was 25.8 months in the sipuleucel-T group and 21.7 months in the placebo group. The difference corresponded to a median 4.1-month survival benefit and a one-fourth reduction in the risk of death with the vaccine (hazard ratio, 0.76; P = .02). The estimated 36-month rates of survival were 32% and 23%, respectively. The treatment benefit was consistent across patient subgroups, and also persisted in analyses that considered receipt of docetaxel (Taxotere) after progression, he noted.

In contrast, the median time to objective disease progression did not differ significantly between the sipuleucel-T and placebo groups (14.6 vs. 14.4 weeks).

Offering some potential explanations for the disconnect between the overall survival and time-to-progression results, Dr. Kantoff noted that mismatching outcomes have been seen before - including in another trial of immunotherapy in prostate cancer (the phase II trial of PROSTVAC-VF, an investigational cancer vaccine) - and that time to progression is hard to measure reliably.

"Another explanation relates perhaps more specifically to immunotherapy, wherein the biological impact of the therapy may be more prolonged or delayed, and traditional parameters like response rate or progression-free survival might be difficult to use as an indicator," he commented. "This creates the issue of the need for development of better means of measuring time to progression in immunotherapy trials."

The most common adverse events associated with sipuleucel-T were flulike symptoms that were generally self-limited, according to Dr. Kantoff. The rate of any serious adverse event did not differ between groups (24% in each).

"Overall, there is consistency between the IMPACT trial and the two prior smaller studies of sipuleucel-T vs. placebo," he observed, referring to the D9901 and D9902A trials. "While the two prior studies were smaller, they did show comparable hazard ratios and median survival differences."

"The IMPACT study represents a new treatment paradigm in oncology," Dr. Kantoff concluded. "The use of immunotherapy earlier in the natural history of disease requires further study."

Dr Kantoff reported having no relevant conflicts of interest to disclose.

http://www.oncologystat.com/news-and-viewpoints/...rs_Durable_US.html  

2170 Postings, 5747 Tage MagnetfeldfredyDendreon goes famous

 
  
    #106
12.03.10 22:26
Dendreon wird vielleicht der Vorreiter der indivduellen Krebstherapie, das wird ein Bieterkampf von big pharma um Dendreon!  

80 Postings, 5765 Tage eyeonshareNetter Bericht

 
  
    #107
18.03.10 20:05

2170 Postings, 5747 Tage MagnetfeldfredyDendreon goes famous

 
  
    #108
18.03.10 20:11
Habs am Nachmittag schon gesehen, Hoffung für alle Prostatakrebskranken, besonders was die Nebenwirkungen angeht!
Eine Frechheit daß Provenge 2007 abgelehnt wurde, scheiß Pharmalobbiysten!  

80 Postings, 5765 Tage eyeonshareDendreon goes famous

 
  
    #109
20.03.10 16:00
Drug Maker To Initiate Hiring Later This Year / Orange County Business Journal
Posted date: 3/22/2010

Drug Maker To Initiate Hiring Later This Year

HEALTHCARE: Dendreon plans to hire hundreds at Seal Beach site

By VITA REED

Orange County Business Journal Staff
 
Seal Beach site: company expects “several hundred jobs”  
Seattle-based cancer drug developer Dendreon Corp. plans to start hiring hundreds of workers later this year for a plant being built in Seal Beach, according to its chief financial officer.
Dendreon expects to have some employees in place by year’s end with more hiring in 2011, Financial Chief Greg Schiffman said.

Although the company hasn’t said exactly how many people it plans to hire, Schiffman said it would be “several hundred.”

Dendreon is building the plant to produce Provenge, its prostate cancer drug candidate that awaits an expected Food and Drug Administration approval in about six weeks.

Last year, the drug developer signed a 10.5-year lease valued at $13.6 million for 184,000 square feet of space in the Pacific Gateway Business Center off the Garden Grove (22) Freeway.

The company expects to have its plant finished by the end of 2010, said Schiffman, who was in Dana Point last week at Newport Beach-based Roth Capital Partners LLC’s stock conference.

Dendreon needs to “substantially complete the construction” and get an FDA inspection before it begins full-scale hiring, he said.

continued........  

2170 Postings, 5747 Tage MagnetfeldfredyDendreon goes famous

 
  
    #110
23.03.10 09:54
Das wird Dendreon noch begehrter bei "big pharma" machen:

UPDATE 1-Merck KGaA suspends Stimuvax cancer vaccine trials
Tue Mar 23, 2010 3:38am EDTStocks Transgene S.A.
TRNG.PA
€16.51
-1.69-9.29%Data as of 8:35am UTC+0100
1D      | 5D      | 3M      | 6M      | 1Y      | 2Y      | 5Y      | MAXClose
 
Merck KGaA
MRCG.DE
€59.30
-0.99-1.64%
8:35am UTC+0100
Transgene S.A.
TRNG.PA
€16.51
-1.69-9.29%
8:35am UTC+0100
Dendreon Corp
DNDN.O
$36.45
+1.42+4.05%
12:00am UTC+0100
* One trial participant contracted encephalitis, Merck says

* Phase II trial, recruitment for Phase III put on hold


(Adds details, background)

FRANKFURT, March 23 (Reuters) - German drugmaker Merck KGaA (MRCG.DE) put on hold all testing on humans of its experimental cancer vaccine Stimuvax after a Phase II trial participant contracted encephalitis. The patient was taking part in a trial arm whose participants received Stimuvax in combination with the chemotherapeutic agent cyclophosphamide, which is not used in the other Stimuvax studies, Merck said on Tuesday.

Germany's Merck is racing with biotech firms including Transgene (TRNG.PA), Dendreon Corp (DNDN.O) and Antigenics (AGEN.O) to bring cancer vaccines to market.

Merck has been testing Stimuvax, based on an active ingredient known as LBLP25, in the second of three phases required for regulatory approval as a treatment against multiple myeloma.

It has also started Phase III trials of the drug, which it is co-developing with Oncothyreon Inc (ONTY.O), as a treatment against lung cancer and breast cancer.

The study suspension adds to Merck's recent setbacks in drug development.

It last year failed to win regulatory approval for the use of its blockbuster-hopeful Erbitux against lung tumours, the most common form of cancer, and the prospects for U.S. approval of its experimental multiple sclerosis pill are uncertain. [ID:nGEE5AT1KS]

(Reporting by Ludwig Burger)  

80 Postings, 5765 Tage eyeonshareDendreon goes famous

 
  
    #111
1
27.03.10 14:12
Ich glaube der Cowen Report wurde hier nur kurz angerissen, anbei der Link zum Report.

http://www.scribd.com/doc/26195173/dndn-cowen  

2170 Postings, 5747 Tage MagnetfeldfredyDendreon goes famous

 
  
    #112
29.03.10 18:47
Für mich die bisher  beste und ausführlichste Analyse zu Dendreon!  

1658 Postings, 6470 Tage AndreanoAm 1.Mai

 
  
    #113
30.03.10 09:20
wirds spannend... wünsch euch viel Glück, denke aber es kommt zu ner Zulassung.
Mein Favorit ist Celldex Therapeutics, aussichtsreich und verdammt billig.  

80 Postings, 5765 Tage eyeonshare@Andreano

 
  
    #114
30.03.10 23:13
Wow hier ist noch einer der postet zu einem Unternehmen welches trotz aller Umstände (see deep capture) mehr als 400% zugelegt hat.

Danke für Deine Aufmunterung hoffe auf die Ostertage wenns der 1. Mai wird auch OK.  

2170 Postings, 5747 Tage MagnetfeldfredyDendreon goes famous

 
  
    #115
1
01.04.10 07:44
Einschätzung von Michael Murphy:

Dendreon Corp. /quotes/comstock/15*!dndn/quotes/nls/dndn (DNDN 36.47, -0.11, -0.30%) researches therapeutics that strengthen the immune system to resist cancer. One of their drugs, Provenge -- a therapeutic vaccine for prostate cancer -- is personalized medicine at its best, and hit all its endpoints in its last Phase III trial. Provenge should be approved by the FDA on April 30, and is the first of a series of billion-dollar drugs that will be manufactured by Dendreon's technology.

The company intends to sell Provenge itself in North America, and is in discussions to license worldwide rights to a Big Pharma. Roche has the inside track, as the CEO of Roche subsidiary Genentech was recently elected to Dendreon's Board of Directors. But if Roche does not partner with Dendreon for Provenge, they will be a direct competitor as Dendreon moves on to other solid tumor cancers like breast, colon, and head and neck. It seems unlikely to me that Dendreon would elect a competitor to their board, or that he would accept, unless they expected to wind up as partners. That means a Big Pharma reach is coming to this small-cap stock very soon.

DNDN has been trading in the mid-$30s, and should trade over $40 on a partnership, and then over $50 on approval of Provenge. Ultimately, DNDN can trade much higher as they expand their technology to other cancers.  

4487 Postings, 5638 Tage storm 300018magnetfeldfredy

 
  
    #116
2
01.04.10 21:02

Der entscheidende Tag für Dendreon ist der 01.05.2010 !!

Aus dem FDA Calendar:

05/01/2010Dendreon CORPDNDNProvenge (BLA)FDA Entscheidung über Provenge zur Behandlung von Prostatakrebs

Was aber Dendreon früher oder später zum Forschen braucht, sind die Produkte z.b. von WaferGen. Nur mal so nebenbei :-))

Dies soll keine Handelsaufforderung darstellen.Nur meine Meinung.

 

80 Postings, 5765 Tage eyeonshareDendreon goes famous

 
  
    #117
01.04.10 21:07
4/1/2010 1:35 PM
permanent link


Keywords: DNDN


Dendreon Corporation (DNDN) has attracted the attention of a front-month option player today, with a spread strategy crossing the tape shortly after the opening bell.

Specifically, a block of 920 April 35 calls traded at the bid price of $2.97 earlier today, suggesting they were most likely sold. Simultaneously, a matching block of 920 calls traded at the ask price on DNDN's April 40 call, indicating they were most likely purchased.

With open interest exceeding volume at both strikes, it's hard to tell for sure whether these are newly opened contracts, or liquidations of existing positions. However, there are two possible explanations for this spread -- it's either a bearishly skewed short call spread, or the result of a bullish trader rolling up a long call position.

If this were a short call spread, the trader would have raked in an initial net credit of $2.20 per pair of contracts. The ultimate goal is for DNDN to decline from its current perch near $37 and finish at or below $35 upon front-month expiration, allowing both calls to expire worthless. In this scenario, the trader would retain the initial net credit as the maximum potential profit.

On the other hand, it's also possible that a trader who previously purchased the April 35 call has opted to sell (to close) his winning position, thus locking in $2.97 per contract. By purchasing an equal number of April 40 calls for the much lower price of $0.77, this speculator is placing a subsidized bet on a continued rally during the short term.

Of course, we won't be able to tell for sure until we see Monday's open interest changes. However, the short-term bullish case for DNDN looks solid. The equity is currently rebounding from support at its 10-day and 20-day moving averages, which have propelled the shares higher since early February. Plus, with 11.4% of the stock's float sold short, there are plenty of bearish bets that could unwind to create additional buying pressure.

http://www.schaeffersresearch.com/commentary/...true&blogid=98970  

80 Postings, 5765 Tage eyeonshare@storm

 
  
    #118
01.04.10 21:16
Du meintest sicher mich mit meinem spekulativen Ausblick auf die Ostertage.
Das war wirklich rein spekulativ gemeint und Du hast natürlich recht, festgelegt ist der 01.05.2010.

Soweit ich weiß ist die FDA nicht zwingend an den 01.05.2010 gebunden.  

2170 Postings, 5747 Tage MagnetfeldfredyDendreon goes famous

 
  
    #119
04.04.10 08:40
Der Autor des folgenden Berichts sieht in Dendreon evtl. sogar die nächste Amgen oder Genentech:

http://www.dailyfinance.com/story/investing/...et-even-hott/19424970/  

2170 Postings, 5747 Tage MagnetfeldfredyDendreon goes famous

 
  
    #120
05.04.10 06:19
Dendreon Stock Continues to Climb, Prostate Just the First Cancer On the List...
http://singularityhub.com/2010/04/04/...the-first-cancer-on-the-list/
.
Dendreon Stock Continues to Climb, Prostate Just the First Cancer On the List
No Comments
April 4th, 2010 by Aaron Saenz
 Filed under medical.
.
It’s been almost a year since we covered Dendreon announcing its successful Phase III clinical trials for its prostate treatment Provenge. Now, the Seattle based company is continuing its work of getting Provenge, also known as Sipuleucel-T, to the market. The revolutionary treatment for metastasized prostate cancer uses the body’s own immune system to hunt down and kill cancer cells that have spread beyond the organ. Upgrading the immune system’s T-cells with special proteins, a process called Active Cellular Immunotherapy (ACI), lets them hunt down cancer cells via the antigens embedded on their surface. ACI seems to work well for prostate cancer and Dendreon is expanding it to treat bladder, breast, ovarian and colon cancer with Lapuleucel-T (which has already completed Phase I trials). With all this good news it’s no wonder that Dendreon’s stock (NASDAQ: DNDN) continues to climb. While it’s still too soon to know if Sipuleucel will become the next popular weapon in the cancer fighting arsenal, all signs point to Dendreon enjoying continued success in the months and years ahead.


It's been a year of growth for Dendreon as their cancer fighting treatment continues towards FDA approval.


Prostate cancer affects more than a million men in the US alone, and kills thousands a year. While there exist successful treatment strategies if the cancer is caught early, once metastasized survival rates are low. Which is why Sipuleucel-T/Provenge is such a promising treatment. Recently, Dendreon released updated results from their Phase III trials, showing results better than previously seen. The median survival rate of patients with metastasized Castration-Resistant Prostate Cancer (CRPC) when taking Provenge was 4.1 months longer than similar patients on placebo. The 3 year survival rate was 32.1% for Provenge versus 23.0% for placebo (an improvement of about 40%). With 512 patients in these trials, they are a good sign that Dendreon’s treatment can markedly improve a man’s chances of survival.

Provenge may also help in other stages of the disease. Dendreon has half a dozen other clinical trials for Sipuleucel-T underway, looking to see if it could help in different stages of cancer treatment, and looking to optimize the ACI process.

That ACI process could be the goose that lays the golden eggs. While Sipuleucel is aimed at getting T-cells to recognize prostate cancer antigens, the technique could be adapted to other cancers. Hence we have Lapuleucel. What makes ACI so promising is that it is like an upgrade for your immune system. In the past, we’ve likened ACI to training your body’s cells into becoming nanobots ready to fight cancer. The analogy is fairly apt. During the Provenge treatment, your blood is drawn and the T-cells isolated. Then these cells are infused with proteins that code for cancer antigens. Finally the cells are reintroduced into your body. T-cells that were once unable to find and attack the cancer are now combat ready.



Part of what makes this approach appealing is that it is (mostly) autologous. That is, it uses your body’s own cells. There is something very engrossing about the idea of having your body provide its own cure for a disease. Autologous stem cell treatments may enjoy some increase in their popularity due to a similar perception. In the future, we may be drawn to treatment concepts that look to balance or harness the healing properties of our cells rather than treat them with external chemicals or even surgery. Perhaps that’s silly. But in a world of accelerating technology we must acknowledge that consumers exposed to treatments far outside their experience won’t only make health decisions based on effectiveness, but also on how ‘familiar’ or ‘comforting’ a treatment seems.

Which is probably a moot point for Dendreon. Not only is ACI a way to boost your own immune system with specially chosen proteins, it’s also proven to be effective for prostate cancer. With stock prices rising, one ground breaking treatment nearing FDA approval, and more in the pipeline, Dendreon seems to be an interesting bet for success (many tech investors are supportive of it). Though I’m certainly impressed with Sipuleucel-T/Provenge and excited by Lapuleucel, I think the real story here is ACI. It may take us years before nanoparticles can actively effect the growth of cancer. Immune system cells, however, are a form of quasi-nanotechnology that we can tap into in the near term.

Biological, chemical, or mechanical, I’m up for any technology that fights prostate cancer. Hopefully in the next year Dendreon will be even further towards its goal of improving the survival of those facing the disease.  

80 Postings, 5765 Tage eyeonshareDendreon goes famous

 
  
    #121
05.04.10 21:06

2170 Postings, 5747 Tage MagnetfeldfredyDendreon goes famous

 
  
    #122
06.04.10 06:53
2 Under-Valued Stocks In An Over-Extended Market
Published: Monday, 5 Apr 2010 | 5:42 PM ET Text Size By: Lee Brodie
Producer



With the Dow [.DJIA  10973.55    46.48  (+0.43%)   ] marching toward 11,000 and the S&P [.SPX  1187.44    9.34  (+0.79%)   ] trading about 7% higher for the year, should you remain broadly bullish?

For a growing number of market pros, the answer is a resounding, 'No!'

They say the sectors of the S&P aren’t moving in tandem; that stocks are not moving in sync. In fact 124 stocks in the S&P are down for the year.

That’s not to say they’re bearish, they’re not.

But instead of betting on a broad rally, they say it’s a stock pickers market.

"The trick is to find undervalued stocks in a market that’s over extended like this one is," explains, says Hillary Kramer, the chief market strategist of A&G Capital.

She brought two names to the Fast Money desk that meet her criteria. They follow:

SuperMedia [SPMD  40.59    0.20  (+0.5%)   ]




Super Media Inc(SPMD)
40.59     0.20  (+0.5%%)
NASDAQ




--Parent of Superpages.com

--Formerly known as Idearc

--Emerged from bankruptcy in Jan.

--Down 59% YTD

This is an undervalued stock that's flying under the radar because it came out of bankruptcy in January, explains Hillary Kramer. They're trading at 2.5 times cash flow and the P/E is 4. But they're going to do over $2 billion in sales.

I think the stock easily has 25% upside and over the long-term more than that, she says. And their largest shareholder is Wall Street whale John Paulson. I like that too.

-----

Dendreon [DNDN  38.19    1.17  (+3.16%)   ]


DENDREON CORP(DNDN)
38.19     1.17  (+3.16%%)
NASDAQ




--Develops cancer treatment drugs

--Up 45% YTD

--Up 534% over the past 1 year

I think Dendreon is a triple over the next 18 months, says Hillary Kramer. And I think in this quarter alone Dendreon will trade above $50.

If their cancer drug Provenge is approved I think the stock flies. And I believe it will be approved.

And in case you'rew wondering Hillary Kramer puts her money where her mouth is. A&G Capital Owns (DNDN) and A&G Capital Owns (SPMD  

2170 Postings, 5747 Tage MagnetfeldfredyDendreon goes famous

 
  
    #123
08.04.10 09:30
Aktionär Einschätzung:

07.04.2010 Zur News-Übersicht  Druckansicht Empfehlung versenden  


Dendreon: Kursziel erreicht, die Zweite
Frank Phillipps

Erst Anfang März hatte DER AKTIONÄR das Kursziel für die Aktie von Dendreon von 25 auf 30 Euro angehoben. Gestern wurde nun auch diese Marke geknackt. Kein Wunder, der Moment der Entscheidung steht kurz bevor.
Lustspiel mit Happyend oder doch noch Tragödie mit tränenreichem Ende? Diese Frage dürfte bei Dendreon zeitnah beantwortet werden. Denn die US-Gesundheitsbehörde FDA hat angekündigt, bis zum 1. Mai eine Entscheidung darüber zu fällen, ob das von Dendreon entwickelte Krebsmedikament Provenge für den Verkauf in den USA zugelassen werden soll oder nicht. Provenge, das zur Behandlung von Prostatakrebs eingesetzt werden soll, gehört als sogenannter Krebsimpfstoff zu einer völlig neuen Klasse von Medikamenten, von denen bislang noch keines den Weg auf den Markt gefunden hat.

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Gute Chancen für Dendreon

Dass Dendreon mit Provenge hier die Vorreiterrolle übernimmt, ist nicht eben unwahrscheinlich. Erst Anfang März hatte das Unternehmen abermals Daten aus klinischen Tests vorgelegt, die belegen, dass die Drei-Jahres-Überlebensrate von Patienten mit fortgeschrittenem Prostatakrebs durch die Gabe des Krebsimpfstoffes um 40 Prozent gesteigert werden konnte. Bei einem positiven Votum der FDA dürfte bei der US-Biotech-Firma die Kasse klingeln. Analysten trauen Provenge, welches das körpereigene Immunsystem gegen die Krebszellen in Stellung bringt, Umsätze von mehreren Milliarden Dollar pro Jahr zu.



Die Entscheidung naht

Seit Empfehlung hat sich die Aktie von Dendreon mehr als verdoppelt. Anleger, die eingestiegen sind und auf Nummer sicher gehen wollen, können die Hälfte der Position glattstellen und damit der bevorstehenden Entscheidung gelassen entgegen sehen. Wer für eine größere Kurschance ein etwas höheres Risiko zu wagen gewillt ist, bleibt voll investiert. DER AKTIONÄR hebt das Kursziel auf 35 Euro an. Der Stoppkurs wird auf 24 Euro angehoben.  

1658 Postings, 6470 Tage AndreanoDendreon

 
  
    #124
1
08.04.10 09:37
ist der Vorreiter für eine ganz neue Medizin, nahezu eine Revolution.
Krebsimpfstoffe werden einschlagen wie ne Bombe.
Daher ist der 1. Mai für die ganze Branche sehr sehr wichtig.
Alle Cancer Vaccine Firmen mit gutem Potential werden in den Mittelpunkt der Wallstreet geraten und vergesst mir ASCO nicht :)

Da wird der Highflyer aber Celldex Therapeutics werden mit  CDX 110 gegen Glioblastom zusammen mit Pfizer.  

2170 Postings, 5747 Tage MagnetfeldfredyDendreon goes famous

 
  
    #125
08.04.10 15:10
... und Roche wird der ROW Partner, das glaube ich!

Dendreon Appoints Varun Nanda Senior Vice President of Global Commercial Operations
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Companies:Dendreon Corp. Related Quotes
Symbol Price Change
DNDN 39.35 0.00


{"s" : "dndn","k" : "c10,l10,p20,t10","o" : "","j" : ""} Press Release Source: Dendreon Corporation On Thursday April 8, 2010, 9:00 am
SEATTLE, April 8 /PRNewswire-FirstCall/ -- Dendreon Corporation (Nasdaq:DNDN - News) today announced that Varun Nanda has joined the company as senior vice president of global commercial operations, effective April 19, 2010. Mr. Nanda most recently served as the senior vice president and global head of oncology at Roche/Genentech, where he led the global product strategy for all oncology molecules, from pre-clinical research through commercialization.

Mr. Nanda will play a critical role in leading the commercial team and will be responsible for several functions, including sales and marketing.  

"With more than twenty years of commercial experience, Varun will help guide our team as we move closer to realizing our mission of transforming the lives of cancer patients," said Hans Bishop, executive vice president and chief operating officer. "Varun's depth of experience launching Avastin® and leading several breakthrough global oncology products will be highly relevant to our transformation from a purely R&D organization into a world-class commercial organization."

While most recently at Genentech, Mr. Nanda oversaw global marketing and lifecycle development for products in Roche/Genentech's oncology franchise. Prior to assuming that role, Mr. Nanda served as vice president of Avastin sales and marketing, leading an organization of nearly 400 people and achieving U.S. sales of more than $3 billion within five years of launch. Mr. Nanda also held the roles of vice president and senior director for oncology sales and marketing at Genentech. Prior to joining Genentech, Mr. Nanda was director of brand management and product manager of endocrinology at Novo Nordisk Pharmaceuticals, Inc.

Mr. Nanda received an M.B.A. from Eastern Illinois University, and a B.E. from Delhi College of Engineering.

About Dendreon

Dendreon Corporation is a biotechnology company whose mission is to target cancer and transform lives through the discovery, development and commercialization of novel therapeutics. The Company applies its expertise in antigen identification, engineering and cell processing to produce active cellular immunotherapy product candidates designed to stimulate an immune response. Dendreon is also developing an orally-available small molecule that targets TRPM8 that could be applicable to multiple types of cancer as well as benign prostatic hyperplasia. The Company has its headquarters in Seattle, Washington and is traded on the Nasdaq Global Market under the symbol DNDN. For more information about the Company and its programs, visit http://www.dendreon.com.

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