http://seekingalpha.com/article/403531-dendreon-s-woes-mask-the-exciting-opportunities-in-immunotherapy-companies?source=yahoo "Provenge may be the face of immunotherapy drugs but I don't believe that Dendreon presents the best opportunity. I specifically mention Galena and ImmunoCellular, but the truth is there are several late stage immunotherapy drugs that are presenting significant upside potential. Provenge may catch fire and reach $500 million in sales, but so far the company's been short of guidance on every occasion. And with its off-the-shelf product being produced for roughly $20,000, compared to Galena's NeuVax being produced for significantly less than $1,000 per dose, I just can't find the value in Dendreon's stock. Even ImmunoCellular has publicly said that its glioblastoma drug, ICT-107, will have a cost-per-dose less than $1,000, despite it being a complicated autologous product. Dendreon simply has too many high costs and I am not convinced that the support is present for Provenge to become a consistent provider of net income that can result in long-term growth for the company."