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Last Analyst Conference Call: May 8, 2014 @ 6:00 AM Pacific Time
Note: I closed out my Dendreon (DNDN) position on August 12, 2014. While I might write a summation article, I will no longer be following the company closely. Dendreon released a 10-Q for the quarter ending June 30, 2014 without bothering with a press release or analyst conference. While Provenge sales in the quarter were good, and expenses were lower, resulting in the best quarter ever, no one has a plan for dealing with the debt due in 2016. Sad, because Provenge, as the first successful immunological therapy for cancer, was a medical breakthrough. But it did not play out well in the commercial marketplace.
Dendreon Files for Bankruptcy Protection [November 10, 2014 @ New York Times]
Brits Reject Provenge on Price [October 16, 2014 @ thepharmaletter.com]
Dendreon Ready For A Rebound [March 25, 2014 @ Seeking Alpha]
Mary Huber, who cast doubt on Provenge, fined by SEC [12/04/2013 at kfgo.com]
Provenge Approved in Europe [September 17, 2013 press release]
Dendreon Revenue and Cost Trends [August 13, 2013]
Provenge Revenue Trends [January 8, 2013]
older commentary and news is below the analyst conference summary tables
2014 |
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05/08/2014 |
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Q1 2014 |
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2013 |
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05/09/2013 |
08/08/2013 |
11/12/2013 |
03/03/2014 |
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Q3 2013 |
Q4 2014 |
2012 |
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05/07/2012 |
07/30/2012 |
11/02/2012 |
02/25/2013 |
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Q4 2012 |
2011 |
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05/02/2011 |
08/03/2011 |
11/02/2011 |
02/27/2012 |
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2010 |
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Just a Dendreon Press Release |
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3/10/2010 |
08/03/2010 |
11/03/2010 |
03/01/2011 |
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2009 |
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3/12/2009 |
08/11/2009 |
11/11/2009 |
02/22/2010 |
Q4 2008 |
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Q3 2009 |
Q4 2009 |
2008 |
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3/13/2008 |
05/08/2008 |
08/12/2008 |
11/7/2008 |
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2007 |
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11/15/2007 |
08/07/2007 |
05/10/2007 |
11/08/2006 |
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2006 |
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08/08/2006 |
05/09/2006 |
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Dendreon Gets Provenge Recommendation in Europe [June 28, 2012]
Dendreon Provenge Could See Survival Benefit Extension [April 18, 2013]
Dendreon on the Ropes [November 23, 2012]
Robust Sipuleucel-T Immune Activity Is Detailed in Pooled Data Analysis [October 24, 2012 @ OncLive]
Dendreon Provenge Sales Wobble in Q2 [August 17, 2012]
Dendreon's Boring Q1 Results [May 7, 2012]
Provenge Whitepaper: Immunotherapy: Personalized Treatment for Advanced Prostate Cancer
Dendreon Provenge Challenged Again [April 2, 2012]
Dendreon Announced Q4 Revenues [press release January 5, 2012]
Dendreon Capitulation [November 4, 2011]
Real World Report on Prescribing Provenge [October 9, 2011 at SeekingAlpha]
Dendreon Restructuring Call [September 8, 2011]
Dendreon Provenge Demand Questioned [August 8, 2011]
Dendreon Ramps up Provenge Production [July 15, 2011]
Medicare Will Pay For Provenge [March 30, 2011 New York Times]
Medicare's Provenge Proposal Memo
Dendreon Permitted to Quadruple Provenge Capacity [March 11, 2011, Dendreon press release]
Dendreon Update on Provenge in Europe, Bladder Cancer Treatment [January 7, 2011]
Dendreon Faces Provenge Review - Stock Halted [November 16, 2010, Bloomberg]
Dendreon First Provenge Revenue [August 8, 2010]
Data Point: FDA Cellular, Tissue and Gene Therapies Advisory Committee March 29, 2007 Draft Advisory Committee Questions on Provenge (Sipuleucel-T). This gives both the questions and the basic trial data that was submitted. This committee later recommended that the FDA approve Provenge, but the FDA instead issued an approvable letter.
Dendreon's Medical Coverage Conundrum [July 1, 2010, Adam Feuerstein at TheStreet analysis of CMS situation]
Is the Dendreon Sky Falling? [June 22, 2010]
Dendreon Provenge Approval Calms the Waters [May 11, 2010]
Waiting for the FDA, With Dendreon [February 23, 2010]
Analyst Day Summary [September 24, 2009]
Dendreon, the glory and the dream [June 23, 2009]
Dendreon Sells More Stock [Dendreon Press Release May 13, 2009]
Provenge Data Released to Analysts; Meets Prespecified Endpoint [April 28, 2009]
Provenge Demonstrates Statistically Significant Overall Survival [April 14, 2009]
Dendreon Gets Good Provenge Prostate Cancer Interim Results [October 6, 2008]
Dendreon Press Release on First Quarter 2009 results [May 6, 2009]
Dendreon Provenge Prostate Cancer Results Due Soon [September 14, 2008]
Provenge Interim Data Expected October 2008 [July 23, 2008]
Waiting for Provenge [March 13, 2008]
Nature Biotechnology editorial on FDA's Provenge decision [January 2008]
CareToLive [The prostate cancer patients' site, who are pushing for approval of Provenge and an investigation of the FDA]
Dendreon Breast Cancer Results [August 19, 2007]
Summary of Conference re Latest FDA meeting [May 31, 2007]
Dendreon: There and Back Again [May 11, 2007]
Doctor Voices Dendreon Doubt [Forbes.com, April 26, 2007]
Dendreon Approvable Letter for Provenge [May 9, 2007]
What Price Dendreon? [April 12, 2007]
Dendreon Odds Less Long [March 30, 2007]
Dendreon is a biotechnology company specializing in creating immunotherapies for cancers. At this time its leading product, Provenge, has been approved for marketing in the United States for castrate-resistant, metastatic prostate cancer.
Dendreon Web site:
Disclaimer: My analyst summaries may include both our condensations of statements made by company representatives and our own analysis. They are not covered by any warranty. I cannot guarantee anything said by company representatives is true. Before making or terminating an investment you should always verify any factual basis of your decision from multiple independent sources.