Response to Accusation about DNDN
Someone responding to my April 1 post on DNDN said:
"YOU ARE VERY BIASED AND PROBABLY SHORT THE STOCK."
My answer:
I am not short DNDN -- I am long and completely hedged.
If if you look at other analysts and sevrices, I am the most optimistic about DNDN getting final approval from the FDA for Provenge. Next time, before opening your mouth (or hitting your keyboard), you should do a little bit more homework. Or, if you are not a subscriber, spend a couple of bucks and read my letter, you might learn something and make some money -- my subscribers do all the time.
Michael
Comments (2)
Hi Michael,
Thanks again for your detailed and timely biotech work. Are you familiar with DOR Biopharma (DORB)? Its drug OrBec is an oral (pill) reformulation of a topical steroid that is targeted to treat the gastrointestinal aspects of graft-versus-host diesease (GVHD) in cancer patients who have undergone bone marrow transplant. DOR and OrBec will go in front of the Oncologic Drug Advisory Committee (ODAC) of the FDA on May 9th.
Michael, assuming you are not any more familiar with DORB and Orbec, than what you have just read.... knowing that ODAC is a tougher breed than the Cell and Gene Therapy panel and that OrBec failed its primary endpoint, but showed a survival benefit in a small trial, in your opinion how would you handicap the likelihood of safety and efficacy of OrBec from the ODAC? Thank you very much, Bill
Posted by Bill Poppe | April 24, 2007 7:57 PM
Posted on April 24, 2007 19:57
Michael, I have heard that in England there is a problem with the ile treatment, where patients are not happy and asking for refunds or new treatment (about 1 in 5) with the isologen process, Will this hurt us and the stock? or the chances of fda approval?
Posted by stanley webb | June 8, 2007 12:03 AM
Posted on June 8, 2007 00:03