Frogg's DNDN research blog

tag:blogger.com,1999:blog-87820238953842470352009-09-26T22:08:49.069-07:00Frogg's DNDN research blogfrogmisternoreply@blogger.comBlogger3125tag:blogger.com,1999:blog-8782023895384247035.post-35063595331396105132008-09-27T11:16:00.000-07:002009-09-26T22:08:49.118-07:00Research Links 9.26.09 This post on IV will lead off my research blog from now on. Thank you OnegoalX10:<o:p></o:p> <meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style> <a href="http://tinyurl.com/c9hzon">http://tinyurl.com/c9hzon</a><o:p></o:p> DNDN website <a href="http://www.dendreon.com/">http://www.dendreon.com</a> DNDN webcasts <a href="http://investor.dendreon.com/events.cfm">http://investor.dendreon.com/events.com</a><meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style><meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style> <a href="http://tinyurl.com/ydblfnc"></a><o:p></o:p> <o:p> </o:p> Slideshow from Analyst Day presention 9/24/09 <a href="http://tinyurl.com/y9mvlko">http://tinyurl.com/y9mvlko</a><o:p></o:p> <o:p> </o:p> Steveporsche adds color to the cancer drug ramp up slide <a href="http://tinyurl.com/y9dtj3m">http://tinyurl.com/y9dtj3m</a><o:p></o:p> <o:p> </o:p> Merriman post Analyst note: $49-50 target <a href="http://tinyurl.com/yd9wpa6">http://tinyurl.com/yd9wpa6</a><o:p></o:p> <o:p> </o:p><a href="http://tinyurl.com/ydblfnc"></a> Herper/Forbes on the Analyst Day <a href="http://tinyurl.com/ybgw42u">http://tinyurl.com/ybgw42u</a><o:p></o:p> <o:p> </o:p> Ocyan on Rest of World (ROW) partnering <a href="http://tinyurl.com/ybog4zm">http://tinyurl.com/ybog4zm</a><o:p></o:p> <o:p> </o:p> Yanquitrader looks at valuation <a href="http://tinyurl.com/ychocyt">http://tinyurl.com/ychocyt</a><o:p></o:p> Pre-Analyst Day analysis of company situation by Fordwill: <a href="http://tinyurl.com/ydblfnc">http://tinyurl.com/ydblfnc</a> New Guidance from FDA on immunotherapy <a href="http://tinyurl.com/nc8ntg">http://tinyurl.com/nc8ntg</a><o:p></o:p> <o:p> </o:p> The Street and Deutsche Bank’s take on the new FDA guidance and DNDN <a href="http://tinyurl.com/l794f7">http://tinyurl.com/l794f7</a><o:p></o:p> <o:p> </o:p> Ocyan’s take on the Morgan Stanley presentation on 9/14, especially on timelines <a href="http://tinyurl.com/mfyw9g">http://tinyurl.com/mfyw9g</a><o:p></o:p> <o:p> </o:p> <o:p> </o:p> 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: <a href="http://tinyurl.com/md6t8h">http://tinyurl.com/md6t8h</a><o:p></o:p> <meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style> <o:p> </o:p><meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style><meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style> <meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style> <meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style> Canaccord Adams 29th Annual Global Growth conference notes <o:p></o:p> <a href="http://tinyurl.com/qs34as">http://tinyurl.com/qs34as</a> <o:p></o:p> <o:p> </o:p> 2009 Q2 Earning call notes including manufacturing capacity expansion: <a href="http://tinyurl.com/p424jd">http://tinyurl.com/p424jd</a> <o:p></o:p> <o:p> </o:p> 2009 Q2 Earnings Call Notes: Casey’s takeaways: <a href="http://tinyurl.com/qbhyby">http://tinyurl.com/qbhyby</a><o:p></o:p> <o:p> </o:p> Merriman’s notes: <a href="http://tinyurl.com/o5kg5t">http://tinyurl.com/o5kg5t</a><o:p></o:p> <o:p> </o:p> Duetsch Bank’s notes: <a href="http://tinyurl.com/p4xadf">http://tinyurl.com/p4xadf</a><o:p></o:p> <o:p> </o:p> Ocyan’s notes <a href="http://tinyurl.com/qpk27j">http://tinyurl.com/qpk27j</a> <o:p></o:p> <o:p> </o:p> Research notes from Citi: <a href="http://tinyurl.com/op6yte">http://tinyurl.com/op6yte</a> <o:p></o:p> <o:p> </o:p> Xconomy’s Timmerman’s interview with founder Henney: Pt 1: <a href="http://tinyurl.com/lzxtfz">http://tinyurl.com/lzxtfz</a><o:p></o:p> Pt 2: <a href="http://tinyurl.com/ktok5j">http://tinyurl.com/ktok5j</a> <o:p></o:p> Casey’s 7-14 conversation with DNDN CFO Greg Schiffman Pt 1: <a href="http://tinyurl.com/mhzxoo">http://tinyurl.com/mhzxoo</a><o:p></o:p> Pt.2: <a href="http://tinyurl.com/lfugwn">http://tinyurl.com/lfugwn</a><o:p></o:p> <o:p> </o:p> Mark Mitchell’s 15 part expose’ on the Provenge delay and Wall Street Corruption: <a href="http://tinyurl.com/kwq7en">http://tinyurl.com/kwq7en</a><o:p></o:p> <o:p> </o:p> <o:p> </o:p> 7-14 Rodman Renshaw brief<o:p></o:p> <a href="http://tinyurl.com/n8un5g">http://tinyurl.com/n8un5g</a><o:p></o:p> <o:p> </o:p> <meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style><meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style> Annual Shareholder Pre-Meeting Reception Notes, courtesy Swells: <a href="http://tinyurl.com/nq5f8d">http://tinyurl.com/nq5f8d</a><o:p></o:p> Response from Dr. Gold to the “there is no pipeline” comments from the above post…courtesy Saul K. <a href="http://tinyurl.com/m8wjre">http://tinyurl.com/m8wjre</a><o:p></o:p> ASM Meeting Notes:From Xconomy/Luke Timmerman:<a href="http://tinyurl.com/l7ne8p">http://tinyurl.com/l7ne8p</a> Ocyan summarizes the milestone events for DNDN over the past 5 years <a href="http://tinyurl.com/mr97dc">http://tinyurl.com/mr97dc</a><o:p></o:p> Widely distributed AP article about the breakout of immunotherapy <a href="http://tinyurl.com/kqjlac">http://tinyurl.com/kqjlac</a> <o:p></o:p> <o:p> </o:p><o:p></o:p> <o:p> </o:p> Nature April 09 on Provenge, courtesy Rufus: <a href="http://tinyurl.com/ncc3dd">http://tinyurl.com/ncc3dd</a> <o:p></o:p> <o:p> </o:p> Rufus’s Provenge Owner’s Manual <a href="http://tinyurl.com/m4dqya">http://tinyurl.com/m4dqya</a> <o:p></o:p> <o:p> </o:p> Provenge Video <a href="http://tinyurl.com/l7jxsy">http://tinyurl.com/l7jxsy</a><o:p></o:p> <meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style> <o:p> </o:p> <o:p> </o:p> Article on Dr. Gold from 2004 by Timmerman <a href="http://tinyurl.com/ovfz62">http://tinyurl.com/ovfz62</a><o:p></o:p> <o:p> </o:p> Rufus on why Provenge works when others have failed <a href="http://tinyurl.com/qcel5z">http://tinyurl.com/qcel5z</a><o:p></o:p> Elizabeth Stanton at Bloomberg digs into “the plunge” (the drop from $24 to $7 in 70 seconds before the halt on 4/28) <a href="http://tinyurl.com/dxllnp">http://tinyurl.com/dxllnp</a><o:p></o:p> <o:p> </o:p> David Miller with a great article about the IMPACT data and a stunning side effect chart, Taxotere vs. Provenge <a href="http://tinyurl.com/cukbr3">http://tinyurl.com/cukbr3</a><o:p></o:p> <o:p> </o:p> <o:p> </o:p> Michael Murphy’s take on 4/28 <a href="http://tinyurl.com/czehxa">http://tinyurl.com/czehxa</a><o:p></o:p> <o:p> </o:p> Xconomy (Timmerman)…no devil in the details on IMPACT results <a href="http://tinyurl.com/dgn7rh">http://tinyurl.com/dgn7rh</a><o:p></o:p> <a href="http://tinyurl.com/d5tlda"></a><o:p></o:p> <o:p> </o:p> <o:p> </o:p>David Miller on the AUA/IMPACT results <a href="http://tinyurl.com/d6of4t">http://tinyurl.com/d6of4t</a><o:p></o:p> <o:p> </o:p> A view from a urologist on the AUA results: <a href="http://tinyurl.com/dhp9yq">http://tinyurl.com/dhp9yq</a><o:p></o:p> <o:p> </o:p> Ocyan take on the IMPACT results on 4/28 PR <a href="http://tinyurl.com/dzqufl">http://tinyurl.com/dzqufl</a><o:p></o:p> And then summarized the AUA slides <a href="http://tinyurl.com/che5fs">http://tinyurl.com/che5fs</a><o:p></o:p> <meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style> <meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style><o:p> </o:p><meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style><meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style><meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style> <a href="http://tinyurl.com/dn32a2"></a><o:p></o:p><meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style> <o:p> </o:p> <a href="http://tinyurl.com/ca8355"></a><o:p></o:p> 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:<o:p></o:p> <a href="http://caretolive.com/">http://caretolive.com/</a><o:p></o:p> <o:p> </o:p> <meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style> <meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><o:smarttagtype namespaceuri="urn:schemas-microsoft-com:office:smarttags" name="place"></o:smarttagtype><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style><meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style> Rufustoe’s interview with top immunologist Dr. Hy Levinsky, a member of the 2007 Pt. 1 <a href="http://tinyurl.com/dclbkm">http://tinyurl.com/dclbkm</a><o:p></o:p> Pt. 2 <a href="http://tinyurl.com/cpe8y7">http://tinyurl.com/cpe8y7</a><o:p></o:p> Pt. 3 <a href="http://tinyurl.com/cdt3dt">http://tinyurl.com/cdt3dt</a><o:p></o:p> Pt. 4 <a href="http://tinyurl.com/cue9ao">http://tinyurl.com/cue9ao</a><o:p></o:p> Rufus’s takeaways: <a href="http://tinyurl.com/c7qvmy">http://tinyurl.com/c7qvmy</a><o:p></o:p> <o:p> </o:p> PR release on P-11 trial for earlier stage PC: <a href="http://tinyurl.com/c8lzw8">http://tinyurl.com/c8lzw8</a> <o:p></o:p> <o:p> </o:p> PR release on Trp-p8, it’s first small molecule drug candidate targeted for multiple cancer indications: <a href="http://tinyurl.com/dyyp6l">http://tinyurl.com/dyyp6l</a> <o:p></o:p> <o:p> </o:p> Dew, <st1:place st="on">Clark</st1:place>, and David Miller on IHub discussing off-label use of Provenge: <a href="http://tinyurl.com/d55kk4">http://tinyurl.com/d55kk4</a> <o:p></o:p> <o:p> </o:p> Ocyan breaks down p values correlated to survival ratios: <a href="http://tinyurl.com/dbyco6">http://tinyurl.com/dbyco6</a><o:p></o:p> Walldiver rips the “Provenge is a cumbersome treatment” argument a new one on Seeking Alpha:<o:p></o:p> <a href="http://tinyurl.com/cql837">http://tinyurl.com/cql837</a><o:p></o:p> <o:p> </o:p> <a href="http://tinyurl.com/d93mpd"></a><o:p></o:p> <o:p> </o:p> <a href="http://tinyurl.com/dmnfmm"></a><o:p></o:p> <o:p> </o:p> <a href="http://tinyurl.com/cs2kvo"></a><o:p></o:p> <o:p> </o:p> 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.” <a href="http://tinyurl.com/c3eted">http://tinyurl.com/c3eted</a><o:p></o:p> Very solid article on the Provenge story by Andrew Pollack, NY Times <a href="http://tinyurl.com/c6chw6">http://tinyurl.com/c6chw6</a><o:p></o:p><meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style> <o:p> </o:p> <o:p></o:p> <o:p> </o:p><o:p></o:p> Provenge trial data: pre-IMPACT <a href="http://tinyurl.com/3kuve3">http://tinyurl.com/3kuve3</a><o:p></o:p><meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 11"><meta name="Originator" content="Microsoft Word 11"><link rel="File-List" href="file:///C:%5CDOCUME%7E1%5Cjhellwic%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml"><style>  </style> The Basic Data (pull down for chart of 9901, 9902a, and pooled data) <a href="http://tinyurl.com/bf4r6" target="_BLANK㵰쿏〣芄毈㌀㋰쿝〣騄£ᗨ㌀㌐̠⃄">http://tinyurl.com/bf4r6</a>...<o:p></o:p> <meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style><a href="http://tinyurl.com/bo7qy7"></a><o:p></o:p> <o:p> </o:p> <o:p> </o:p> BIO CEO IMPACT transcript <a href="http://tinyurl.com/d7v4un">http://tinyurl.com/d7v4un</a> <o:p></o:p> <meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 12"><meta name="Originator" content="Microsoft Word 12"><link rel="File-List" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_filelist.xml"><link rel="themeData" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_themedata.thmx"><link rel="colorSchemeMapping" href="file:///C:%5CUsers%5CJeanie%5CAppData%5CLocal%5CTemp%5Cmsohtmlclip1%5C01%5Cclip_colorschememapping.xml"><style>  </style> David Miller on IHub on potential post-approval adoption <a href="http://tinyurl.com/chjspj">http://tinyurl.com/chjspj</a><o:p></o:p> <o:p> </o:p> <a href="http://tinyurl.com/aq2pm3"></a><meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 11"><meta name="Originator" content="Microsoft Word 11"><link rel="File-List" href="file:///C:%5CDOCUME%7E1%5Cjhellwic%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml"><style>  </style><meta equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 11"><meta name="Originator" content="Microsoft Word 11"><link rel="File-List" href="file:///C:%5CDOCUME%7E1%5Cjhellwic%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml"><style>  </style> Luke Timmerman on Trp-p8 (D-3263) <a href="http://tinyurl.com/5ta2u7">http://tinyurl.com/5ta2u7</a><o:p></o:p> <o:p></o:p> Neuvenge PR Nov 08<o:p></o:p> <a href="http://tinyurl.com/5pepjb">http://tinyurl.com/5pepjb</a> Oct 6 Interim CC Transcript<a href="http://tinyurl.com/5zkrxf"> </a><a href="http://tinyurl.com/5zkrxf"></a><a href="http://www.biotechspeculators.com/archives/235">http://www.biotechspeculators.com/archives/235</a> May 2008 Washington CEO article on Dendreon <a href="http://tinyurl.com/5mufhv" target="_BLANK㵰쿏〣芄毈㌀㋰쿝〣騄£ᗨ㌀㌐̠⃄"> http://tinyurl.com/5mufhv</a> <o:p> </o:p> Rufus with Schlom’s vaccine + docetaxel study review: <a href="http://tinyurl.com/4c3k6s">http://tinyurl.com/4c3k6s</a> CD54/Provenge and survival (ASCO) <br /&