Says positioning Provenge as front-line therapy. Does not see doctors' decision between Provenge (DNDN) and Jevtana (SNY) or Zytiga (JNJ) as an "either/or" one. Says urologists "echoing back" the idea that Provenge can be potentially used along with Jevtana/Zytiga. Comments from Barclays Global Healthcare conference. This note corrects earlier one which incorrectly attributed the manufacturers of Jevtana and Zytiga.
The flap over Apple’s corporate tax strategy might sound like a snoozer, until you consider who makes up the difference …

