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Message Boards Settings Dendreon Corporation (DNDN) - Quote Info
Reflecting while we wait     28-Mar-06 12:21 am    
I post occasionally, but I've actually been hanging around here two years, originally finding DNDN while doing an Internet search for one of my patients (and personal friends) with metastatic breast cancer. Neuvenge in Phase 1 was intriguing to me because my friend had failed on Herceptin already, and I called DNDN to get her enrolled in the Phase 2 Neuvenge trial. "Sorry, we don't have Phase 2 organized yet" was the answer two years ago.

But in the course of learning about the company, I decided to invest a little,before we received the shockingly good news in October 2004 that survival for prostate cancer exceeded all expectations, in all groups. Then, I became a serious investor.

As I learned the science behind Provenge, studied the results, I became more and more convinced that Provenge would win FDA approval eventually. But to watch the clobbering of this company ever since is a real tragedy, not just for investors, but for the paralysis of medical research. Neuvenge is now on "permanent hold." If Neuvenge packs the same whallop for HER2/neu breast cancer patients as Provenge does for prostate, then this delay is a horrible and unnecessary tragedy.

Today, I learned that my friend's tumor has now spread to her brain, giving her only a few months to live. And Neuvenge sits on the back burner...probably for a year, minimum, thanks to the scoundrels manipulating this stock. My friend will never get the chance to participate in the Neuvenge trial.

Ah, but this is just Wall Street and hedge funds and angry UBS and Big Pharma -- it's just the business of making money, right?

To paraphrase an old adage, as applied to the manipulators of this stock...When someone kills another person, we call him a murderer. When someone kills a score of people, we call him insane. But when someone kills many thousands, we call it "fair market value."

The glee expressed on this board about bringing DNDN to its knees by the shorts is highly instructional as to our base human nature. If I were not seeing women die regularly from breast cancer, I might be right there shouting myself if I were making money (though I'd never admit my depravity on a message board). Nevertheless, if we were talking about a company building widgets, then have fun, long or short.

But if you have any remnant of decency left, think before you express your orgiastic delight over the fact that DNDN, with the first successful cancer vaccine, is being pummeled and paralyzed...people are dying in the interim, all in the name of making money. Ah, capitalism at its _______.

Longs will get the last laugh. And, how nice to be able to buy DNDN right now, when it is trading at a level not too much different than where it would trade on the outside chance of FDA rejection($2 per share), or with an "approvable" letter rather than full approval ($4 per share, e.g., ENCY). Yes it ought to be trading at $10-15 right now, but does this really matter? No long is planning to sell now anyway. We are all waiting for full FDA approval ($30 to $70), and maybe higher if P-11 looks good. Higher still if booster doses work better yet, higher still if labeling is broadened, higher still if pipeline kicks in.

Yes, plenty of competition out there a few years behind DNDN, but here's my plan -- I'm heavily invested now...I plan to sell half with FDA approval, then just hang on with the rest and see what happens.

Good luck to all longs. And shorts, please do your best to remember that this product is not about WiMax or RFID chips or some other inanimate technology. Yes, we're all here to make money, but some of us happen to be the ones who, when we punch our time cards at work, it's to watch our fellow humans get eaten alive by this disease, suffering horrific deaths. Hold the glee, please.


Sentiment : Strong Buy
Rating :
 (61 Ratings)
Rate it:
awful/not related to \pooraveragegoodexcellent

mammo_doc


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  Subject Author Rating Time of Post (ET)  
 
Reflecting while we wait
mammo_doc 28-Mar-06 12:21 am  
 
thank you
iblong22000 Rate it 28-Mar-06 01:22 am  
 
>>But to watch the clobbering of this company ever...
jerzee_jamm... Rate it 28-Mar-06 04:20 am  
 
doc, so sorry about your friend. Shorting is corru...
paul_1149 Rate it 28-Mar-06 08:23 am  
 
Thank you for such a well written post. I agree c...
grrrgrrrgrr... Rate it 28-Mar-06 08:28 am  
 
Well put. My only quibble is that I don't see any ...
docear1 Rate it 28-Mar-06 08:29 am  
 
In time, everthing becomes corrupt, docear1, ...
a_technical... Rate it 28-Mar-06 09:04 am  
 
I think mammo_doc may suspect that "big ...
ammass Rate it 28-Mar-06 09:22 am  
 
> It is so obvious that Big Phabma ...
green228 Rate it 28-Mar-06 09:49 am  
 
because it doesn't work or bec...
ammass Rate it 28-Mar-06 09:51 am  
 
because it doesn't work o...
ammass Rate it 28-Mar-06 09:52 am  
 
Do you think Big P w...
green228 Rate it 28-Mar-06 10:07 am  
 
Do you think Bi...
ammass Rate it 28-Mar-06 10:15 am  
 
Sorry, but...
green228 Rate it 28-Mar-06 10:27 am  
 
Do yo...
ammass Rate it 28-Mar-06 10:32 am  
 
is it...
biodene Rate it 28-Mar-06 01:33 pm  
 
fra nk...
caseystarma... Rate it 28-Mar-06 01:38 pm  
 
Grassy knoll stuff, and harmful to boot....
docear1 Rate it 28-Mar-06 09:45 am  
 
Also, Big Pharma's own interests in the ...
binnieo Rate it 18-Apr-07 01:02 pm  
 
How extraordinarily well put. Thank you. Best wi...
batgirl941 Rate it 28-Mar-06 09:31 am  
 
200,000. Enough to fill RFK Stadium 3 1/2 times f...
fordwill195... Rate it 28-Mar-06 09:34 am  
 
Well said Mammo Doc.. a tragedy on many levels, S...
belizeguy20... Rate it 28-Mar-06 09:40 am  
 
People will listen to you and other docs like you ...
eagleeyeinv... Rate it 28-Mar-06 11:23 am  
 
Mammo Doc - Thank you for your post. I just gave y...
bd_3_9 Rate it 28-Mar-06 11:35 am  
 
Dear Mammo Doc Every now and again somebody reall...
redplate Rate it 28-Mar-06 11:37 am  
 
Thanks for the information. Could you please ...
pakisterror... Rate it 28-Mar-06 12:12 pm  
 
Thank you sir.
pakisterror... Rate it 28-Mar-06 12:32 pm  
 
187488
jolietbuste... Rate it 28-Mar-06 12:22 pm  
 
only on this message board do you get pumpers and ...
biodene Rate it 28-Mar-06 01:25 pm  
 
and then to blame your(probably ficticious)pa...
biodene Rate it 28-Mar-06 01:27 pm  
 
Life / Knowledge / Jugement Whatever you do ...
sstrikerr20... Rate it 28-Mar-06 02:43 pm  
 
Your post reminded me of something I thought I had...
dwmacdonald... Rate it 28-Mar-06 02:32 pm  
 
WOW !!! Subj: Reflecting while we wait By: mammo...
ca_herman Rate it 28-Mar-06 05:14 pm  
 
173 recs ? You go girl !!!
ashleyqcama... Rate it 29-Mar-06 12:05 am  
 
WOW ! 180 rec's !!!! I have never seen that bef...
x867530niee... Rate it 29-Mar-06 12:46 am  
 
180 RECTUMendations... big f'n deal. Probabl...
dr_fools_go... Rate it 29-Mar-06 12:58 am  
 
lmao
provengefai... Rate it 29-Mar-06 10:39 am  
 
Please explain why you think that a depressed stoc...
thewacg Rate it 29-Mar-06 11:51 am  
 
"DNDN had to do a secondary for $100M le...
thewacg Rate it 29-Mar-06 01:20 pm  
 
It has been my experience that...
thewacg Rate it 29-Mar-06 01:51 pm  
 
Who are these knowlegeabl...
morgan2174 Rate it 29-Mar-06 01:56 pm  
 
A knowlegeable inves...
thewacg Rate it 29-Mar-06 02:22 pm  
 
The post below is a fantasy post made by a pretend...
macgregor00... Rate it 29-Mar-06 02:33 pm  
 
I post occasionally, but I've actually been hangin...
top_posts (1 Rating) 3-Apr-06 05:57 pm  
 
wasn't something similarly lame posted and it...
coolnamecho... Rate it 3-Apr-06 06:25 pm  
 
Think what you like about mammo-doc's po...
sks1234567 Rate it 30-Mar-07 11:55 am  
 
Subj: Reflecting while we wait By: mammo_doc Date:...
ca_herman Rate it 4-Apr-06 09:55 am  
 
Reflecting while we wait by: mammo_doc Long-Term ...
ca_herman Rate it 5-Apr-06 12:16 pm  
 
Subj: Reflecting while we wait By: mammo_doc Date:...
ca_herman Rate it 5-Apr-06 12:17 pm  
 
Very touching. I felt good in investing in DSCO be...
dscofan Rate it 8-Apr-06 07:39 am  
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Dendreon Corp. (DNDN)

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