We're free!

























Re: We're free and foolish!

The stock bulletin boards after one up day to bring the stock to md 6's once again turn psychotic with mention of buyouts for $15, $20 dollars. A buyer of DNDN will weigh not just revenues but potential income. A buyer will weigh not just assets but liabilities (including potential financial legal liabilities). One thing a buyer will not weigh at all is the welfare of some idiot who owns a few hundred shares or any shareholder for that matter. Make no mistake, there will be no bidding war for a product with so many questions about price and COGS and how much it can earn. It is also unknown how much financial legal liabilites there are. Insurance has already paid 16 million for another lawsuit. The current class actions have damages in the billions and one has to wonder if insurance is going to contest it this time, especially when crimes are at the root of the allegations in the lawsuits. Obviously DNDN will have to take what they can get in a buyout and it won't be shareholder friendly as they have no choice but to sell and BP knows that.
 






The benefits of Provenge before Zytiga make the company look valuable to J&J, they have the clout to promote doing both.

And, it's damn clear that you'd want to do both.

2/3 or Zytiga patients stop because of the side effects, 1/4 of the remainder are dead before the longer survival emerges. That's certainly a huge fraction that would wish they'd done Provenge first.

I think the other points in favor of Provenge going first sound good, but if it were me, it's the last paragraph that would convince me without doubt.

The other points are that Zytiga destroys the immune system so Provenge would be a waste after. I guess I believe this one.

The other claim is that Provenge helps T cell function so Zytiga should work better. Is there hard evidence of this? it's assumed that this must be the case if Provenge is doing what proponents think it does, but again, how good is the evidence?