Excellent overview; just two quotes amongst several, which I'm sure will be discussed at length by Gold & team. I would expect Gold to overdeliver, similar to the sequence of events in April.
"Tens of thousands of patients every year with relapsed forms of prostate cancer, and about 93 percent of target physicians, are aware of Provenge, even before official marketing has begun, according to Dendreon’s market research. "
"Dendreon watchers with a sense of history know how important it is for the company’s management to get the manufacturing right. Chief scientific officer David Urdal, who spearheads manufacturing, was one of the early employees at Seattle-based Immunex in the 1980s. He remembers when that company failed to meet the demand for its blockbuster arthritis drug, Enbrel, which cost the company hundreds of millions in sales and ultimately led to its takeover by Amgen for $10 billion in 2002."
Great reference to Immunex: although they didn't get their act together, Amgen still coughed up 10bln to acquire it. I could live with that.