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

To: Elmer who wrote (24)	8/25/2000 5:20:47 PM
From: brk	Read Replies (1) \| Respond to of 751

I like the portion of the WSJ article addressing the strength of the mgmt....As I have said previously, I originally bought in because of the merits of guys like Henney. I just feel so fortunate to have jumped in below 10 and will add on any weakness this fall. Regards, brk

To: Elmer who wrote (24)	8/27/2000 10:30:46 AM
From: scaram(o)uche	Respond to of 751

David: >> I'm hoping Richard Harmon will be my reality check if the science makes no sense. << The science, IMO, is sound. It's just "tough" science. The old dream of controlling cancer with the immune response just hasn't played out. It's been a long, frustrating trip with (to put it bluntly) airwaves that were controlled by dogmatic and ignorant scientists. It is now obvious that you can check the growth of malignancies by using monoclonals that tickle the tumor cell surface and which make the transformed cells do tricks (see DNA and her2/neu). DNDN, GZMO and a hand full of other companies are taking this one step further; they are attempting to break self tolerance and use antigens that are expressed in all humans -- but which are differentially expressed on transformed cells -- to attack the cancers. Mylovenge is a special case, using receptors that are clonally expressed on lymphocytes. It has been established for years that one can elicit an immune response against such antigens. Efforts at Idec to harness this target for B lymphoma failed. DNDN apparently believes that MM is a better target, and I have no reason to question this. That reminds me.... in addition to the stuff we discussed in the valuation thread..... check to see if Vical is most interested in lymphoma.... might be a good sign if they, too, are discussing MM. OK, enough! I'm not going to spend any more time with this. The scientific staff at DNDN includes some of the best that the world can throw at both "tumor antigens" and at "immunogenicity". IR can and should take the time to go internal and emerge with brief, concise discussions of why the emergence of "antigen-negative variants" will not kill their projects. It will take them a couple of hours, bouncing 15 minute efforts back and forth, to produce something which will give you a foundation. I could review the literature for months and not come up to speed. Therefore, I'm outta here..... good luck. Rick