BioPharma Terug naar discussie overzicht

Mooi instap moment Dendreon

1. [verwijderd] 13 juli 2010 16:35

   auteur info

   • [verwijderd]

     Lid sinds: 01 jan 0001

     Laatste bezoek: 01 jan 0001

   • Aanbevelingen

     Ontvangen: 0

     Gegeven: 0

   •    Aantal posts: 0

   quote:

   svenhedin schreef:

   Als dit geen mooi instapmoment is dan weet ik het niet meer.
   [/quote]
   
   [quote=crackedtooth]
   DNDN 27.15
   
   www.iex.nl/forum/post.asp?forum=23&to...
   
   

   De ene een dag vroeger dan de andere maar ondertussen al zo een $ 6 hersteld
   (DNDN $33.09 Up +0.64 +1.97%) maar nog ver weg van de opgegeven koersdoelen.
   
   Needham & Company Reiterates a 'Buy' Rating Dendreon (DNDN); 2Q10 Earnings Preview.
   
   Needham & Company reiterates a 'Buy' rating Dendreon Corporation (Nasdaq: DNDN), price target $62.
   
   Needham analyst says, "We have adjusted our revenue projections downwards for 2010, but upwards for 2011 to reflect our belief that the PROVENGE sales ramp may be more gradual during the first few quarters and may accelerate towards mid-2Q11 as additional manufacturing facilities start production. Our new revenue estimates are $5.3MM (was $8.6MM) for 2Q10, $22.4MM (was $26.8MM) for 3Q10, $43.2MM (was $42.6MM) for 4Q10, $71MM (was $78MM) for 2010, and $362MM (was $263MM) for 2011. While revenue represents a quantifiable figure for assessment during the PROVENGE launch, we believe that 2010 is really about “getting it right,” in terms of PROVENGE manufacturing, delivery, ease of use, and reimbursement."
   
   To see all the upgrades/downgrades on shares of DNDN, visit our Analyst Ratings page.
   
   www.streetinsider.com/stock_lookup_ne...
   
   Skip
   
   
2. flosz 3 augustus 2010 16:21

   auteur info

   • flosz

     Lid sinds: 13 feb 2008

     Laatste bezoek: 01 jul 2024

   • Aanbevelingen

     Ontvangen: 5298

     Gegeven: 2795

   •    Aantal posts: 7.005

   Dendreon watchers, buckle up for action from 1st quarterly report today w/actual sales. bit.ly/cQ5SvJ
3. flosz 4 augustus 2010 07:09

   auteur info

   • flosz

     Lid sinds: 13 feb 2008

     Laatste bezoek: 01 jul 2024

   • Aanbevelingen

     Ontvangen: 5298

     Gegeven: 2795

   •    Aantal posts: 7.005

   Dendreon Conference Call Notebook: The Tale of a Provenge Launch Ramp-Up
   Luke Timmerman 8/3/10
   Dendreon’s drug isn’t as simple as a pill in a bottle, and neither is telling the story about how it performs in the marketplace. But the Seattle-based biotech company offered a lot of information in a conference call today about how its groundbreaking prostate cancer drug is performing in its first few months on the market, which goes way beyond a simple sales number.
   The sales, as we reported earlier today, fell short of Wall Street’s expectations. But there is important context to note here. The drug won FDA clearance for sale in the U.S. market on April 29, and began generating sales in the first week of May. The company recorded $340,000 in sales that month, as it spent most of its time training the 50 U.S. clinical sites that are equipped to prescribe this first-of-its-kind immune-boosting drug for prostate cancer. The company generated $2.45 million in sales in June, and then doubled that performance in the month of July, with $5.2 million in sales.
   
   Dendreon repeated on today’s conference call that because of the supply constraints at its lone U.S. factory in New Jersey, it will only be able to serve about 2,000 patients in Provenge’s first 12 months on the market. Already, doctors have prescribed the product to 500 patients, and a number of the U.S. clinical sites have waiting lists for patients who want to get the drug. For a drug that costs $93,000 for a full 3-dose, one-month course of therapy, that represents as much as $46 million worth of current and potential sales in the queue.
   Meer via: www.xconomy.com/seattle/2010/08/03/de...