Dendreon Corp (NASDAQ:DNDN)

Consensus seems positive and looking at the graph there is more white space above than below...

The stock had been much higher in previous years, then was thrashed because of a delay in the release of a prostate cancer medication. The stock fell violently overnight and I think it will stabilize in the next few years. Even if it only regains half of it's previous value, it is a winner.

After this quarter results the company should be able to beat the market...

now that the reimbursement issues have been cleared, there is a good chance that DNDN will see 20 per share within the next 12 months. Provenge is extremely expensive and there is only one place to get it..come and get it...or die..its up to you..

There are currently 1100 DNDN shares in my "fund" with break-even of around 6.81 USD.
http://caps.fool.com/Blogs/fund-trades/678775.

Admittedly ignorant about biotechs. So, that is why it is here and not in my real portfolio.

Medication formularies are more likely to contract as profit margins for insurance companies fall. Independent of how potentially beneficial a new drug may initially appear, there will be a slow acceptance of any treatment that cannot compete on the basis of cost. In this environment their best hope is that their stock price continues to fall to a level where a larger pharm company buys them out for their patents. This may help some of the people that work for the company but it won't help the investors.

DNDN will outperform as Provenge becomes the blockbuster it should have been, once reimbursement program is clear to doctors.

Sales should improve dramatically--medicare approved, centers set,reached their goal on centers and everything should follow--earnings growth will follow

NO.......

oversold.....

Time machine investment
Counterpoint: 700% share dilution

The price is too high.

The product is good. The marketing needs work

Here's the buy rec:
http://www.fool.com/investing/high-growth/2011/08/10/rising-star-buy-digging-dendreon.aspx

they have an individual treatment for prostrate cancer? seriously? yeah, $93k per mo, but a real individual cure? really? it works?

Jim Mueller

Sell off over done

for the bounce