As the CEO said the competition is now evolved, Provenge is the best treatment on the market. Zytega/Prednisone takes 18 months for any survial benefit compared to placebo+prednisone and the survival benefit which did not level of significance is also highly suspect because it is possible that it takes 18 months for Prednisone to ware down the placebo patients immune system. The Xtandi has only a 2 month benefit. There is significant cross resistance to Xtandi and provenge usage and finally Provenge is going to be the standard of therapy followed by Xtandi if necessary. Huber is also proven to be the fool that she was, and now with a record, and she is lucky she made a deal with the feds or she and her boyfriend would have had to spend a few years in jail. The sun is beginning to from the clouds and the CFO said we are driving share holder value and I am seeing value here. And by the way, there are 69 million shares short that have to cover and every time DNDN goes up 10% they have to deposit 20% to maintain margin.
M-K curve did not separate for 18 months, in other words it took 18 months to wear down the immune of the placebo arm by prednisone. In my opinion without prednisone in the placebo arm Zytega would have been an utter failure.
Zitiga/predinisone vs prednisone did not reach statistical significance so that data is meaningless, beside since the placebo patients receied prednisone any survival data comparing to a known immuno suppresant is meaningless.
From MEDIVATION press release it is only 2.2 months and not 2.4 months
The percentage of patients alive in the enzalutamide arm was 72% as compared with 65% in the placebo arm at the time of the interim analysis data cut-off date. Treatment with enzalutamide resulted in a calculated point estimate for median overall survival of 32.4 months (95% confidence interval, 31.5 months-upper limit not yet reached) versus 30.2 months (95% confidence interval, 28.0 months-upper limit not yet reached) for patients receiving placebo. Because the trial will be stopped early with the majority of patients still alive, the estimated median survivals are not as precise as the hazard ratio. The hazard ratio takes into account available information about the trial endpoint from all patients whereas the median is a single point estimate of a much smaller number of patients at risk.
MF just strives for clicks, just ignore them. We know XTANDI had only a 2 month survival benefit and Zytiga/prednisone did not reach statistical significance and furthermore the placebo patients were on prednisone a known immunosupressant. Xtandi and Zygiga sequencing has in single digit percentage response rate, the insurance companies will never cover that sequencing.
We have some SEC enforcement: She and her boyfriend not only bought puts to the tune of 100,000 of thousands of dollar but also the beach bought an undisclosed amount of puts in her mother's account. The next investigation should be how a respected paper agreed to publish her garbage-science.
Here is an excerpt from the beach's web site:
I have no financial interest, nor other conflicts of interest related to anything discussed in this website. The reason I didn't look for a new job and pursue publication while working for a firm that allowed me to, was to free myself from (perfectly understandable) accusations of having a conflict of interests. I did not want ad hominem arguments to distract from the facts of a debate in which thousands of lives are at stake. For those interested in my motivations or the path which led me to this decision, I have written the sections below.
Since neither I, nor my former employer, has any financial interest in the fate of Provenge, some readers might be wondering “why?”. I have tried my best to sharemy motivations, both for quitting my job to publish the JNCI paper, and for investing the time and energy into creating this website, here: Why.pdf
I am sure glad I am not this lady. How can she live with her self knowing that she was was duped to believe Huber and printed a story that perpetuated a hoax that caused the deaths of thousands of cancer patients by diverting them from the use of a life saving drug. Very sad.
These guys so persistent that you put them on the ignore and they make a similar or alias and post again, they want to make srue their nonsense is read. These guys are professional bashers.
Don't bother trying spreading buyout rumors, your messages are all on the ignore. No intelligent investor buys a stock on a buy out rumor. DNDN is moving up because of decent news since the last conf call. Xtandi and Zytiga can not be sequenced because of single digit percentage response in sequence. Xtandi was a thud in survival compared to Provenge. Oct and Nov enrollments are impressive and likely due to the resolution in the survival benefits of xtandi.