It's like Mr Gold is back!

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Provenge was approved based on the results of three Phase 3 trials which have been throughly reviewed by the FDA and Medicare. It is rare for a drug to get an additional review by Medicare. This is far more review than most drugs get. Most drugs get approved on just one or two Phase 3 trials. There is no question of the reliability of the Provenge data. Nice try on trying to create an atmosphere of uncertainty.
 






Anonymous said:
Provenge was approved based on the results of three Phase 3 trials which have been throughly reviewed by the FDA and Medicare. It is rare for a drug to get an additional review by Medicare. This is far more review than most drugs get. Most drugs get approved on just one or two Phase 3 trials. There is no question of the reliability of the Provenge data. Nice try on trying to create an atmosphere of uncertainty.
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There is no uncertainty about the future of this company!
 


















Some liar/distorter in another post said Mr. Gold was at the CC. Gold didn't say a word. The company has to know what any connection to Mr. Gold means. Why else would they have Seattle police at ASM? It's the equal of Romney not wanting to be connected to Bush. Bush and Gold are toxic.
 






Gold left the company nearly a year ago, so he will never be on a quarterly call again. Johnson has 30 years experience selling drugs. Gold had zero years experience. The most important take away from the call is that the community urology segment where 90% of Dendreon's target patients are treated was up 14% quarter over quarter. The same strategy that got community oncology up is now being used in community oncology. Bodes well for the long term future.
 






Anonymous said:
The most important take away from the call is that the community urology segment where 90% of Dendreon's target patients are treated was up 14% quarter over quarter.
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Most important takeaway is same store sales being down. More doctors, lower revenues. Not all of those "stores" were universities. Many of those "stores" were oncologists experienced with Provenge prescribing it less. Bodes poorly for the future. You seem to only discuss selective things. Dendreon mgmt only mentions the positive. You only mention the positive. You are falling into the same trap of buying the spin.
 






Anonymous said:
Most important takeaway is same store sales being down. More doctors, lower revenues. Not all of those "stores" were universities. Many of those "stores" were oncologists experienced with Provenge prescribing it less. Bodes poorly for the future. You seem to only discuss selective things. Dendreon mgmt only mentions the positive. You only mention the positive. You are falling into the same trap of buying the spin.
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There were ten sites that doubled sales between Q2 and Q3, if they can just do that 10 times,
they will be selling 1000x as much!

Community vets are the real secret to growth, completely untapped.
 
























JJ will not leave us for dead like he did Savient! Savient went from $12 to 50 cents on his watch, but we are still worth over $4!!!!

He won't leave us for dead and watch us bounce back from a new job. He will stay here until the very end!
 






























Poster #15 has it right. You can not compare Savient with Dendreon. John Johnson turned around Imclone magnificantly and was highly successful at Johnson & Johnson, so he has a good managerial track record.
 












JJ led Erbitux sales from $300 million when he took over at Imclone to the multi-billion blockbuster that it is today. Erbitux is an oncology drug with less efficacy and much worse side effects than Provenge. Erbitux operates in an even more competitive drug environment than Provenge. Savient's Krystexxa treats gout. Any comparison of Provenge or Erbitux to Kryestexxa is completely ludicrious.
 






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