If you are new to DNDN, click on this article by IV poster q1000. It is thorough and full of useful links.
http://dndninfo.blogspot.com/2010/05/dendreon-is-it-time-to-take-some-off.html
Basic DNDN Sites:
DNDN website
http://www.dendreon.com/
Provenge webpage:
http://provenge.com/
CareToLive celebrates approval
http://caretolive.com/
Follow DNDN’s manufacturing buildout here:
http://activation.dendreon.com/
Recent Analyst Notes/Upcoming Events
Updates from Citi Conference, courtesy Rob Cos
Chat transcript 5/3, Dr. Higano and David MillerAdditional Q and A
Dendreon at Deutsche Bank Securities Health Care Conference: At least for now these very informative slides are still up: Integrated curves, safety stats, and rollout info
Hirogen on DNDN at ASCO
Ocyan on what to look for from DNDN at ASCO
Miller’s post on key ASCO “look fors” and why we are interested in the on abiterone’s data:
FANTASTIC explanation of what the Provenge approval means from Dr. Mark Moyad on Fox Chicago:
4th Q CC, courtesy Strond
Provenge Labeling and Market:
Miller on Early Usage
urotxsurg on urologists vs oncologists administering Provenge
BSR David follow up on this
…as does Bobrmd
Dew, Clark, and David Miller on IHub discussing off-label use of Provenge:
http://tinyurl.com/d55kk4
2009 Q2 Earning call notes including manufacturing capacity expansion:
http://tinyurl.com/p424jd
David Miller, Revenge of Provenge, Minyanville: “I've spent a great deal of time talking to urologists, urological oncologists and patients about this drug. Urologists and patients will readily adopt this drug.”
David Miller on IHub on potential post-approval adoption:
http://tinyurl.com/chjspj
Approval Articles:
Official FDA release
http://tinyurl.com/2ds46du
Forbes:
http://tinyurl.com/2dbeytq
CNN:
http://tinyurl.com/nbzvz
Reuters:
http://tinyurl.com/2w2kxzm
NY Times:
http://tinyurl.com/25dbucn
Xconomy’s Timmerman on approval
…on pricing:
http://tinyurl.com/2c3gfwg
…on Gold’s sale:
…on Dendreon’s impact in Seattle
Labeling info for Provenge (thanks nopullshow)
http://tinyurl.com/2cj8q2r
Kantoff slides: Updated Impact Data
IMPACT slides and presentation
Good site for seeing who can really get access to Provenge:
http://advancedprostatecancer.net/?p=1507#more-1507
Atech on current valuation:
Analysis on number of patients DNDN can process/impact on revenues
Ocyan:
Kuato:
Safety Data from AUA 2010 , courtesy donlfought
Provenge Competition
Provenge competitors
Sally Church from pharmastrategyblog.com: New Era for Treating Prostate Cancer
Non-Provenge Dendreon Products:
Ocyan with a link that explores Neuvenge for ovarian cancer
Ocyan thinking Neuvenge for ovarian might be a good idea
Luke Timmerman on Trp-p8 (D-3263)
http://tinyurl.com/5ta2u7
Neuvenge PR Nov 08
Other Stuff:
Not DNDN specific, but a great FDA calendar courtesy Moonshooter
Atlantic article written by a Dendreon founder
Rufus with “Provenge is a soup of immune cells”
Ocyan runs with it, and chips in on B cells:
David Miller’s photo near DNDN HQ: the moving symbol of what Provenge means to men with prostate cancer and to the fight against cancer at large:
http://tinyurl.com/yk4fgvm
Eduardo Garcia is featured in this oldie but goodie from USA Today:
http://tinyurl.com/yhmf23h
Yanqui summarize the oncology survey
Seattle Times cover story on Provenge just before approval:
Nature article on Provenge, courtesy teachdivin
Dendreon at AACR, with more info on Mechanism of Action of Provenge:
Dr. Kantoff on the durable effect of Provenge
Rufus with a link to a cool link on immunotherapy from Scrip 100:
http://tinyurl.com/y2jcale
BSR_David on defining a “cure” for PCa and where Provenge fits in that discussion
Bio_Tech_Boss talks with CFO Schiffman: posted 3/27/10
Miller on Minyanville on DNDN’s next challenges
http://tinyurl.com/yh3eutr
Miller on the importance of a predictive surrogate for DNDN and patients:
http://tinyurl.com/yfh2cka
Vicus36 with options after approval and some sales/price estimates
http://tinyurl.com/yfd3r3f
Easy to follow PDF summarizing GVAX, Prostvac, and Provenge vs. Taxotere
http://tinyurl.com/yzqjrf3
Joanie’s “Brief history of Dendreon”
http://tinyurl.com/y92kujy
Ocyan’s summary of DNDN’s current leadership after the addition of Bayer’s Hans Bishop as COO:
http://tinyurl.com/yau2wfo
More on Hans Bishop
http://tinyurl.com/ydllufd
This is an extremely informative slideshow from Analyst Day presention 9/24/09...everything from trial stats to manufacturing to future plans
http://tinyurl.com/y9mvlko
New Guidance from FDA on immunotherapy
http://tinyurl.com/nc8ntg
Video showing how DNDN’s active cell immunotherapy activation works:
http://tinyurl.com/y8s2u5m
Rufus’s post for those who want further links and reading to see why Provenge isn’t just a blockbuster drug, it’s proof that the way DNDN engineers it’s drug works, and late stage PC is just the beginning:
http://tinyurl.com/md6t8h
Xconomy’s Timmerman’s interview with founder Henney:
Pt 1: http://tinyurl.com/lzxtfz
Pt 2: http://tinyurl.com/ktok5j
Casey’s 7-14 conversation with DNDN CFO Greg Schiffman
Pt 1: http://tinyurl.com/mhzxoo
Pt.2: http://tinyurl.com/lfugwn
Mark Mitchell’s 15 part expose’ on the Provenge delay and Wall Street Corruption:
http://tinyurl.com/kwq7en
Nature April 09 on Provenge, courtesy Rufus:
http://tinyurl.com/ncc3dd
Rufus’s Provenge Owner’s Manual
http://tinyurl.com/m4dqya
Article on Dr. Gold from 2004 by Timmerman
http://tinyurl.com/ovfz62
Rufus on why Provenge works when others have failed
http://tinyurl.com/qcel5z
David Miller with a great article about the IMPACT data and a stunning side effect chart, Taxotere vs. Provenge
http://tinyurl.com/cukbr3
David Miller on the AUA/IMPACT results
http://tinyurl.com/d6of4t
A view from a urologist on the AUA results:
http://tinyurl.com/dhp9yq
Ocyan take on the IMPACT results on 4/28 PR
http://tinyurl.com/dzqufl
And then summarized the AUA slides
http://tinyurl.com/che5fs
Rufustoe’s interview with top immunologist Dr. Hy Levinsky, a member of the 2007 FDA panel
Pt. 1
http://tinyurl.com/dclbkm
Pt. 2
http://tinyurl.com/cpe8y7
Pt. 3
http://tinyurl.com/cdt3dt
Pt. 4
http://tinyurl.com/cue9ao
Rufus’s takeaways:
http://tinyurl.com/c7qvmy
PR release on P-11 trial for earlier stage PC:
http://tinyurl.com/c8lzw8
PR release on Trp-p8, it’s first small molecule drug candidate targeted for multiple cancer indications:
http://tinyurl.com/dyyp6l
Walldiver rips the “Provenge is a cumbersome treatment” argument a new one on Seeking Alpha:
http://tinyurl.com/cql837
Provenge trial data: pre-IMPACT
The Basic Data (pull down for chart of 9901, 9902a, and pooled data http://tinyurl.com/bf4r6...
May 2008 Washington CEO article on Dendreon
http://tinyurl.com/5mufhv
Rufus with Schlom’s vaccine + docetaxel study review:
http://tinyurl.com/4c3k6s
CD54/Provenge and survival (ASCO)
Preliminary P-11 (earlier stage PC) results:
http://www.medicalnewstoday.com/articles/56248.php
Post CR Letter CC transcript, 5 10 07
http://tinyurl.com/6syqea
Briefing docs for March 29 Advisory panel:
http://tinyurl.com/29t5xn
Dr. Scher’s letter that was posted in The Cancer Letter before the FDA delayed Provenge approval, mixed in with rebuttals from Walldiver (w/help from IV board members):
http://tinyurl.com/d2xmmy
And from BSR’s David Miller:
http://tinyurl.com/arvro5
Tooskookum's famous "Provenge will be to prostate cancer what aspirin is to cardiology" post http://tinyurl.com/6er6yk
