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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: kenhott who wrote (14248)	11/20/2004 11:03:54 PM
From: zeta1961	Read Replies (1) \| Respond to of 52153

<DNDN..KenHott> Actually that was supposed to be a private reply to Miljenko..I heard from someone(non-medical), not an analyst, just an individual investor who has been impressed with the DNDN story[edit: who went to investor day]..lots of questions asked about manufacturing...according to this person, they circled around some of them leaving him feeling they are still not up to speed with it..again, his opinion only Outside of that, I know nothing else.. The Brean downgrade was quite harsh..I'm a newbie but have not seen such a scathing report by an analyst..I don't know what to make of it..I do know that a Wall Street analyst put out a very negative report about INGN earlier this year..some of the stuff was absolutely false..if I hadn't been following the company very closely I'd have believed them because they presented it in a way that could make sense..but they did not imply INGN was lying about their data as Brean did with DNDN... Yet..something is up over there(DNDN)..whether it's style or substantive, I don't know..I listened to the early part of the Nov. 18 DNDN analyst presentation and the CEO in his opening remarks about cancer(I imagine you know he's a urologist and his mother died of breast cancer?), made a direct causal link between the low funding of cancer research in the early 70's and the rise in cancer rates..huh??(but he sounded very convincing)..I also don't like how he's done his PR's..the last one of the 3 yr endpoint without #'s, without telling us which conference they will be presenting, and in the CC he brushed off manufacturing questions with "not a problem"...why bother?..this analyst day without anything new to offer investors..OTOH...it's hard for me to believe they'd endanger their integrity by stating that their data had better survival across all Gleason scores, than any other published P3 in androgen refractory prostate cancer.. Staying on the side lines.. Rick answered better than I ever could hope re: issues with therapeutic vaccines..my heart is on their side but the data so far isn't..and I do hope it some day is.. Zeta