Research Links 9.26.09

This post on IV will lead off my research blog from now on. Thank you OnegoalX10:

http://tinyurl.com/c9hzon

DNDN website
http://www.dendreon.com

DNDN webcasts
http://investor.dendreon.com/events.com

Slideshow from Analyst Day presention 9/24/09

http://tinyurl.com/y9mvlko

Steveporsche adds color to the cancer drug ramp up slide

http://tinyurl.com/y9dtj3m

Merriman post Analyst note: $49-50 target

http://tinyurl.com/yd9wpa6

Herper/Forbes on the Analyst Day

http://tinyurl.com/ybgw42u

Ocyan on Rest of World (ROW) partnering

http://tinyurl.com/ybog4zm

Yanquitrader looks at valuation

http://tinyurl.com/ychocyt

Pre-Analyst Day analysis of company situation by Fordwill:

http://tinyurl.com/ydblfnc

New Guidance from FDA on immunotherapy

http://tinyurl.com/nc8ntg

The Street and Deutsche Bank’s take on the new FDA guidance and DNDN

http://tinyurl.com/l794f7

Ocyan’s take on the Morgan Stanley presentation on 9/14, especially on timelines

http://tinyurl.com/mfyw9g

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

Canaccord Adams 29th Annual Global Growth conference notes

http://tinyurl.com/qs34as

2009 Q2 Earning call notes including manufacturing capacity expansion:

http://tinyurl.com/p424jd

2009 Q2 Earnings Call Notes:

Casey’s takeaways:

http://tinyurl.com/qbhyby

Merriman’s notes:

http://tinyurl.com/o5kg5t

Duetsch Bank’s notes:

http://tinyurl.com/p4xadf

Ocyan’s notes

http://tinyurl.com/qpk27j

Research notes from Citi:

http://tinyurl.com/op6yte

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

7-14 Rodman Renshaw brief

http://tinyurl.com/n8un5g

Annual Shareholder Pre-Meeting Reception Notes, courtesy Swells:

http://tinyurl.com/nq5f8d

Response from Dr. Gold to the “there is no pipeline” comments from the above post…courtesy Saul K.

http://tinyurl.com/m8wjre

ASM Meeting Notes:

From Xconomy/Luke Timmerman:

http://tinyurl.com/l7ne8p

Ocyan summarizes the milestone events for DNDN over the past 5 years
http://tinyurl.com/mr97dc

Widely distributed AP article about the breakout of immunotherapy

http://tinyurl.com/kqjlac

Nature April 09 on Provenge, courtesy Rufus:

http://tinyurl.com/ncc3dd

Rufus’s Provenge Owner’s Manual

http://tinyurl.com/m4dqya

Provenge Video

http://tinyurl.com/l7jxsy

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

Elizabeth Stanton at Bloomberg digs into “the plunge” (the drop from $24 to $7 in 70 seconds before the halt on 4/28)

http://tinyurl.com/dxllnp

David Miller with a great article about the IMPACT data and a stunning side effect chart, Taxotere vs. Provenge

http://tinyurl.com/cukbr3

Michael Murphy’s take on 4/28

http://tinyurl.com/czehxa

Xconomy (Timmerman)…no devil in the details on IMPACT results

http://tinyurl.com/dgn7rh

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

Please visit CareToLive, a website dedicated to getting late stage PCa patients the options they deserve, to see their latest on the announced successful Phase III FINAL study known as IMPACT:

http://caretolive.com/

Rufustoe’s interview with top immunologist Dr. Hy Levinsky, a member of the 2007

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

Dew, Clark, and David Miller on IHub discussing off-label use of Provenge:

http://tinyurl.com/d55kk4

Ocyan breaks down p values correlated to survival ratios:

http://tinyurl.com/dbyco6

Walldiver rips the “Provenge is a cumbersome treatment” argument a new one on Seeking Alpha:

http://tinyurl.com/cql837

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.”
http://tinyurl.com/c3eted

Very solid article on the Provenge story by Andrew Pollack, NY Times
http://tinyurl.com/c6chw6

Provenge trial data: pre-IMPACT
http://tinyurl.com/3kuve3

The Basic Data (pull down for chart of 9901, 9902a, and pooled data)
http://tinyurl.com/bf4r6...

BIO CEO IMPACT transcript

http://tinyurl.com/d7v4un

David Miller on IHub on potential post-approval adoption

http://tinyurl.com/chjspj

Luke Timmerman on Trp-p8 (D-3263)
http://tinyurl.com/5ta2u7

Neuvenge PR Nov 08
http://tinyurl.com/5pepjb

Oct 6 Interim CC Transcript

http://www.biotechspeculators.com/archives/235

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)
http://tinyurl.com/6nz5e8

Preliminary P-11 (earlier stage PC) results:
http://www.medicalnewstoday.com/articles/56248.php

Tooskookum's famous "Provenge will be to prostate cancer what aspirin is to cardiology" post
http://tinyurl.com/6er6yk

Post CR Letter CC transcript, 5 10 07
http://tinyurl.com/6syqea

Briefing docs for March 29 Advisory panel:
http://tinyurl.com/29t5xn
For KM survival curves, go to Clinical Briefing Document and pull down to p. 25 and 35

Dendreon FDA Advisory Committee Transcript
http://www.fda.gov/ohrms/dockets/ac/cber07.htm#CellularTissueGeneTherapies

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