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Biotech / Medical : DNDN - Dendreon Corp. -- Ignore unavailable to you. Want to Upgrade?

To: brk who wrote (14)	8/21/2000 9:18:05 AM
From: Elmer	Read Replies (1) \| Respond to of 751

The following article seems negative until you get to the part that says that Tanner is "absolutely confident the company will be successful." That sentence seems inconsistent with the subject of the article. Message 14031284 I picked up Tanner's July 24th research report on the company and it mentions that a lot of uncertainty will come out of the stock if Phase II data for Mylovenge (for Myeloma and B-Cell Malignancies) are adequate for regulatory approval. From the Radio Wall Street interview with Chris Henney, it sounds like they will present at the American Society for Hemotology this December. I think the Mylovenge trial is open label. If they apply for approval based on Phase II results, it would be similar to what Imclone Systems just did with their monocolonal antibody C225 and ILEX Oncology is doing with Campath (both are cancer drugs used in refractory patients). I don't know if you listened to Rob Toth's interview with Radio Wall Street that I previously posted. It's very interesting. He says cancer vaccines are the area he is highest on. He predicts that DNDN could have a market cap. of $2 billion if the trials work out. That about 7 times where we are here. So a lot hangs on the results in December.