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Garbage from AP and the comment I posted...
Posted by warlord_2010 on DNDN, 2/6/2012 at 12:53:52 PMhttp://finance.yahoo.com/news/Dendreon-shares-climb-apf-503302025.html?x=0
"Provenge is Dendreon's only approved product. Since its FDA approval in April 2010 sales have been disappointing, in part because of the drug's high price and concerns that it does not extend patient's lives by a great deal. Dendreon sharply cut its expectations for sales of Provenge in 2011."
Who writes this stuff? Do they have any background whatsoever in the treatment? In the treatment of end ... continue reading.
My perspective
Posted by valuationguy on DNDN, 2/1/2012 at 12:50:46 PMHaving been an analyst, I wanted to add that the actual news out yesterday and this morning is great. I find it very indicative that there are many articles out this morning by Herper/Feurstein/Brean Murray/FeirceBiotech/etc. in essence try to spin this news in the worst possible light despite the actual good news for investors looking forward. Almost none of them link Gold's moving on to the Company's shareholder settlement last year despite the obvious connection. They rather credit Brad Loncar...whom I would guess had no affect beyond having a spotlight for a time useful for criticizing management (provided by the Company's ... continue reading.
A great discussion with Leanne.....
Posted by Oiljack on Oil and Gas Discussion BB, 1/19/2012 at 9:57:09 PM* we usually chat on a regular basis and I gain a lot of insights and confirmation for some of my own thoughts from said discussions.
* I thought I would briefly touch on two central ideas or investment tenaments that we both have for 2012. Especially since they appear to be working thus far.
* we both discussed in great detail and agreed that we want to be in high quality stocks at attractive entry points that are not seen to be overly speculative in nature and that also appear, to us at least, to be mis-priced.
* we came ... continue reading.
Comments on the PR
Posted by Oullins on MMT.V, 2/5/2012 at 4:37:54 PMNow that everybody has calmed down about the PR let's do a bit of a postmortem about it.
First of all we can all agree that it was a really bad PR, maybe one of the worst one in a long list. Over the last year we had seen a marked improvement in the communication then came this one.
I believe we are suffering from an over cautious Board run by lawyers. Of course a Board should be careful about not publishing misleading or over optimistic information and the Board has to published material events immediately. However the Board has to realize ... continue reading.
Pressure pumping capacity
Posted by Nawaralsaadi on BRY, 1/25/2012 at 12:52:34 AMHalliburton, Schlumberger Ltd., Baker Hughes Inc.s BJ Services unit and FTS International Inc control 56% of the market: http://business.financialpost.com/2012/01/20/fracking-market-to-grow- 19-to-us37bn-worldwide-in-2012/?__lsa=b5dcd663 This capacity concentration has two effects: 1. Pricing is less flexible than actually perceived. 2. Tracking capacity at those four companies will provide insight on the industry capacity trends as a whole. FTS is private, so lets check what the other public ones are doing: Halliburton (20% of the market): - No capacity additions in 2012. - Moving capacity to international ... continue reading.
