g***t
发帖数: 1279 | | v**********m
发帖数: 5516 | 2 no
【在 g***t 的大作中提到】
: 有什么消息？？？
| g***t
发帖数: 1279 | | v**********m
发帖数: 5516 | 4 我赶紧查了一下dndn的cash，还能撑3个季度左右。dndn不是想卖股票吧？
【在 g***t 的大作中提到】
: 奇怪啊。为什么突然冒一个尖呢？
| g***t
发帖数: 1279 | | K********g
发帖数: 9389 | 6 应该不会
【在 v**********m 的大作中提到】
: 我赶紧查了一下dndn的cash，还能撑3个季度左右。dndn不是想卖股票吧？
| p********m
发帖数: 93 | 7 Goldman comment
November 16, 2011
COMMENT
Dendreon Corporation (DNDN) $7.21
Positive takeaways from a call on Provenge with a leading urologist
We hosted a call today with a urologist, who is a leader in the Large
Urology Group Practice Associations (LUGPAs; 10+ urologists), to discuss the
evolving prostate cancer landscape, with a focus on Provenge. LUGPA
represent nearly 20% of the US urologists. We have previously identified
the LUGPAs as a key target for potentially increasing Provenge use given
they are best equipped, in our view, to use the drug.
Our key takeaway from the call is that the use of Provenge could be expected
to significantly accelerate in 2012:
- In the urologist’s view, the CMS National Coverage Determination (NCD)
was largely responsible for the limited uptake of Provenge over the past
year. In his practice, for example, he was unable to roll out a protocol for
Provenge use until November 1, 2011. Since he has rolled out the protocol,
his practice has already placed 7 patients on Provenge, and has identified
100-200 eligible patients
for the drug as well.
- He also feels that the other LUGPA members are beginning to embrace
Provenge. He believes there could be a logarithmic
increase in uptake of the drug in 2012.
- He also articulated the need for urologists to embrace Provenge to
optimize patient care as they could otherwise risk losing the patients to
others who might.
- He sees the risk/reward of Provenge use as compelling. He felt his patient
traded in 10 hours of logistics in getting Provenge for a potential 4-month
increase in survival with no toxicity (unlike chemotherapy).
Our rating and price target are unchanged.
Sapna Srivastava
Yogesh Ahuj | j*****7
发帖数: 4348 | 8 有点意思, 这两个quarter一直是oncologist用的多, urologist用的少.
看这意思是说urologist的用量要上来了? 那可不得了. 一个quarter卖好了的话, 上$
30分分钟的事儿, 还不要说big pharm并购的可能性了.
the
【在 p********m 的大作中提到】
: Goldman comment
: November 16, 2011
: COMMENT
: Dendreon Corporation (DNDN) $7.21
: Positive takeaways from a call on Provenge with a leading urologist
: We hosted a call today with a urologist, who is a leader in the Large
: Urology Group Practice Associations (LUGPAs; 10+ urologists), to discuss the
: evolving prostate cancer landscape, with a focus on Provenge. LUGPA
: represent nearly 20% of the US urologists. We have previously identified
: the LUGPAs as a key target for potentially increasing Provenge use given
| X*****s
发帖数: 2767 | 9 be careful of those news. |
|
