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Mooi instap moment Dendreon

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  1. [verwijderd] 16 januari 2007 21:29

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    quote:

    snor13854 schreef:

    Wat is de RT nu psycho??
    4,40 bij 4,3mln stukjes

    en 13.461 optiecontractenverhandeld (meestal 100 aandelen per contract)
  5. [verwijderd] 16 januari 2007 22:04

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    quote:

    psycho-pharma schreef:

    Slot: 4,43

    4.600.000 shares

    ++ 4,73% (20 cents)

    P.
    vermeld optievolume dan ook even:
    14.200 stuks (dat zijn 1,42mln aandelen)
  6. [verwijderd] 16 januari 2007 22:06

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    quote:

    crackedtooth schreef:

    [quote=psycho-pharma]
    Slot: 4,43

    4.600.000 shares

    ++ 4,73% (20 cents)

    P.
    [/quote]

    vermeld optievolume dan ook even:
    14.200 stuks (dat zijn 1,42mln aandelen)
    en de verhouding call-put?
    Vrijdag is toch expiratie? Gevolgen?
  7. [verwijderd] 16 januari 2007 22:08

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    Bedankt psycho voor de rt,ik heb nog steeds geen rt van Nasdaq smallcap waar DNDN genoteerd is,heb net wel met orderdesk 20K op 4.42 verkocht,je weet hoe dat gaat,vanmiddag dacht ik 4.60,..eruit,nou ja,prettige pijn in de buik noemen ze dat,toch nog een flink pak dollars in de pocked,morgen zien we wel weer.

    MVG RB

    PS. Het is al wel een tijdje aan het stijgen,dus vandaar,vanaf 3.89.
  8. [verwijderd] 16 januari 2007 22:09

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    call: put 6:1 ofzo
    lijkt me duidelijk

    verder beetje afhankelijk van open interest:
    alles richting de 5$ is interessant voor de MM's
    hoe dichterbij hoe meer ze overhouden

    www.optionstoolbox.com/c/strike_pegger

    staat deze maand inderdaad vrij veel open dus de MMs zullen de koers niet tegenwerken
  9. [verwijderd] 17 januari 2007 16:35

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    from Briefing.com -
    10:30 DNDN Dendreon's Provenge BLA accepted for priority review, possible CBER panel lowers risk - JMP (4.34 -0.09)

    JMP notes that yesterday, DNDN announced that the FDA has accepted the Provenge BLA filing and granted priority review. They've expected the FDA to find the BLA acceptable for priority review, and they believe the next point of debate will be whether a panel meeting will be conducted by the C.B.E.R or by the C.D.E.R. In their view, based on C.B.E.R's familiarity with the Provenge clinical package, a panel meeting with the Cellular, Tissue, and Gene Therapies Advisory Committee, could lower the regulatory risk of the filing. They anticipate a panel meeting will be announced by mid-Feb and scheduled for the end of Mar or early Apr. Firm also believes the street has more than fully priced in the risk of a potential approvable (versus full approval) decision from the FDA by the PDUFA date.

  10. [verwijderd] 17 januari 2007 18:03

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    By: rancherho Send PM Profile Ignore Recommend Add To Favorites
    Posted as a reply to msg 27449 by walldiver

    Re: A DNDN Presentation that I would like to see,
    Walldiver:

    1. IMO, some of the most amazing Provenge data which DNDN reported recently is the long term T cell proliferation - median Stmulation Index results in the P11 study.http://biz.yahoo.com/prnews/061108/sfw066.html?.v=81

    2. In reading numerous studies reporting on various immunotherapies, it seems to me that both the actual results and their duration are unprecedented.

    3. While the cumulative CD54 cell count and cumulative CD54 upregulation results reported by DNDN's Nicole Provost and Dave Urdal are fascinating, the choice of CD54 as a maturation biomarker for the ex vivo processing of peripheral blood monocytes into mature dendritic antigen presenting cells (dAPCs) is somewhat unique to DNDN vaccines since most therapeutic cancer vaccines inject inactivated cells or peptides with GM-CSF and cannot measure the relative success of any resultant recruitment and maturation of dAPCs. Most adoptive immunotherapies, including those presently in trials at the NCI, go downstream, and process T cells ex vivo, and thus, don't focus on how successful/efficient the alternate method of any dAPC priming of T cells may be.

    4. OTOH, any immunologist recognizes, however, how significant a T cell proliferation test is when primed T cells are challenged with exposure to the target antigen. It would be great if DNDN could statistically close a causation link between CD54 upregulation and cell count levels measured at the completion of processing a Provenge dose with the size and duration of the resultant T cell proliferation, and ultimately with clinical benefit. Dr. Ulrich von Andrian's presentations at the NCI as well as his publications provide a theoretical basis (See:his 10/25/06 video webcast at: videocast.nih.gov/PastEvents.asp?c=28 and his publications at: www.cbr.med.harvard.edu/labs/vonandri... )
    IMHO, any professional audience would be incredibly impressed with such data if presented at either or both the upcoming FDA/NCI workshop on therapeutic cancer vaccines and at ASCO. JMHO.

    Good luck to you and to all DNDN longs.


  12. [verwijderd] 19 januari 2007 12:37

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    word interessante dag vandaag
    optie expiratie,., en rond 5$ de minste gevolgen voor de optie schrijvers (meestal MM's)

    er staat ongeveer 5400 contracten open, dat komt overeen met 540.000 aandelen

    kan vandaag dus omhoog door MM's om deopties zo waardeloos mogelijk telaten aflopen en dus zo hun winst te vergroten

    OF er komt een reverse optie play..waarbij onze boefjes hem zo laag mogelijk willen hebben en om die manier geforceerd de opties te laten uitoefenen.. als de MM's daardoor 500k aandelen krijgen dan wel kans dat die daarna door MM';s weer op de martk worden gebracht

    interessante dag dus
  13. [verwijderd] 19 januari 2007 12:56

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    biotech.seekingalpha.com/article/24570

    Relatively balanced, but not 100% accurate:

    Dendreon Shares Rise on Good News for Prostate Cancer Drug
    Posted on Jan 19th, 2007 with stocks: DNDN

    Centient Biotech Investor submits: On Tuesday, January 16, Dendreon (DNDN) announced the FDA has accepted its BLA for Provenge (sipuleucel-T), and granted it priority review status. Provenge is an investigational active cellular immunotherapy [ACI] for the treatment of asymptomatic, androgen-independent, or hormone-refractory prostate cancer [AIPC]. The PDUFA date is set for May 15, 2007.

    Dendreon shares rose 4.7% on the news. The WSJ reported traders were taking positions by purchasing May put and call option options. Both the May 5 puts and calls saw activity, which may indicate a long-straddle strategy, according to a Schwab derivatives director quoted in the article.

    About Prostate Cancer
    Prostate cancer is the most common non-skin cancer in the US and the third most common cancer worldwide. There are over 1.8 million cases of prostate cancer in the U.S., with 219,000 new cases diagnosed each year. Prostate is the fifth most deadly cancer overall with nearly 30,000 deaths annually, and the number two cancer killer for men (see New Approaches to Prostate Cancer).

    Over 90% of prostate cancers are found while still in the local or regional stages. In this case, local means confined to the gland, while regional means there are no distant metastases. The five-year relative survival for these men is nearly 100%. When the cancer has spread to distant sites, five-year survival drops to 33%.

    Most prostate cancers are sensitive to male hormones (androgens), and hormonal therapy is the cornerstone of prostate cancer therapy. However, after some period of time, hormone therapy fails, and the tumors become hormone refractory or androgen independent. Androgen independent prostate cancer is a very aggressive cancer, with overall survival in the range of 15 to 19 months.

    New Class of Immunotherapies
    Provenge is Dendreon's lead product candidate. It was developed from the company's active immunotherapy platform, and Dendreon says it represents the first in a new class of active cellular immunotherapies [ACI's].

    Immunotherapies or therapies that evoke an immune response to help cure or prevent a disease come in two flavors. The most common and best understood method is to evoke an antibody response, also known as "humoral" immunity. This is done by presenting a protein to the patient. It is how vaccines for infectious diseases work. The protein is either a purified surface protein present on the virus or bacterium, or an inactivated enzyme or toxin secreted by the pathogen that plays a key role in the disease process.

    A more crude variant of humor immunity is to simply present an inactivated pathogen and let the immune system make antibodies against any protein it sees fit. Antibody responses are called humoral immunity because the antibodies float freely in the extracellular fluid known as "humor" in Latin. Antibodies are secreted by B-cells.

    The other type of immunity is cellular immunity, mediated by T-cells. This type of immunity is important in diseases with intracellular parasites, cells chronically infected with virus particles and tumors. Antibodies cannot kill such cells directly, and they cannot reach intracellular targets. Killing cells is what T-cells, known as killer cells, do.

    Cellular immunity is less well understood and few effective T-cell vaccines exist. One of the earliest attempts at cellular vaccines was the BCG (Bacille Calmette Guerin), a modified bovine tuberculosis bacterium, designed to evoke T-cell responses against tuberculosis. Because the life-cycle of mycobacterium tuberculosis involves an intracellular stage, antibodies are not effective against tuberculosis. The effectiveness of BCG against tuberculosis is at best 80%, and some studies have shown no effect at all.

    Cancer Vaccines
    BCG vaccinations have been used against TB, leprosy, melanoma, superficial bladder cancer, and cancers in general with mixed, but mostly unconvincing results. Most centers no longer recommend BCG.

    Cancer vaccines in general attempt to activate the T-cell system. Antibody responses against cancer do occur, but these are not considered effective and may even "help" the tumor escape immune defenses. There is a balance between cellular and humoral immunity that often tips the wrong way in cancer and viral disease. This may lead to very active antibody responses that are ineffective. To make matters worse, these can prevent cellular responses from occurring. Nobody knows exactly what tips the balance, but it is clear from observations in HIV/AIDS that inappropriate reactions are not good. Patients developing AIDS after HIV infection are those that mount extensive antibody responses and shut down their cellular immunity.

    It seems clear that to be effective, cancer vaccines need to activate killer T-cells. That is easier said than done, and cancer vaccines have a long history with tantalizing results but few outright successes. However, there is a feeling that the field is maturing and that good results will be forthcoming before the end of the decade. Cancer vaccines either use the patient's own tumor or blood cells, or a mixture of tumor cells obtained from others.

    Provenge: The Product
    Provenge is an autologous cellular product. It is derived from the patient's own antigen presenting cells. The cells are obtained from 1.5 to 2.0 ml of the patient's blood through leukapheresis, a process that separates out white cells. The sample is enriched for antigen presenting (AP) cells by buoyancy density centrifugation. The AP cells are then pulsed for approximately 40 hours with PA2024, a fusion protein composed of PAP and a targeting molecule (GM-CSF). PAP or prostatic acid phosphatase is an antigen that is found in approximately 95% of prostate cancers. GM-CSF is a growth factor.

    This process utilizes Dendreon's proprietary Antigen Delivery Cassette™. The treatment results in significant increases in T-cell responses to PA2024. After activation, the cells are re-infused into the patient. Maximal stimulation is attained after three treatments and a complete course comprises three infusions. It was found that the T-cell responses thus obtained are specific. The most common adverse effects seen include chills, fatigue, fever, headache and nausea. There were no dose limiting toxicities.

    The exact mechanism of action of Provenge in prostate cancer is unknown. But in October of last year, a report with data from the D9901 and D9902A trials found a significant correlation between CD54 upregulation and survival. It was proposed that CD54 is a surrogate marker for product potency. CD54 is a cell surface marker.

    The story of Provenge clinical trials is one of ups and downs. There were good results, poor results, corrected results, and several rounds of re-analysis of data. And all of it, of course, was reflected in Dendreon's share price, which has been on a roller coaster ride since its IPO several years ago. Dendreon's IPO occurred at the time Provenge was entering pivotal trials.

    The stock, which once traded over $25 per share, is now down below $5.00, and the WSJ reports that May $2.50 puts saw more activity than usual. Clearly many traders expect a big move, but not necessarily a positive one. To see why tha
  14. [verwijderd] 19 januari 2007 13:14

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    quote:

    crackedtooth schreef:

    kan vandaag dus omhoog door MM's om deopties zo waardeloos mogelijk telaten aflopen en dus zo hun winst te vergroten

    OF er komt een reverse optie play..waarbij onze boefjes hem zo laag mogelijk willen hebben en om die manier geforceerd de opties te laten uitoefenen.. als de MM's daardoor 500k aandelen krijgen dan wel kans dat die daarna door MM';s weer op de martk worden gebracht

    Dus of vandaag richting de 5, anders vanaf volgende week?
  15. [verwijderd] 23 januari 2007 19:50

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    Schiet niet op hier.....loopt al maanden te koersen tussen 3.80 en 4 nog wat. Zelfs positief nieuws over review brengt niets teweeg. Approval wel of niet zet ook geen zoden aan de dijk.
    Na expiratie ook geen beweging in te krijgen.
    Gaaaaaaaaaaaaaaaaaaaaap.

  16. [verwijderd] 23 januari 2007 20:19

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    Sorry,maar van 3.89>4.65,is volgens jou,niets,deze belegger heeft gecasht op 4.43,en is zeeer tevreden,en dat gaat richting mei weer gebeuren,intussen met ups en dows wat spelen.
  21. [verwijderd] 25 januari 2007 21:34

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    quote:

    psycho-pharma schreef:

    Aanbevolen Crack. Er gaat niets boven shorts in nood!

    Psycho
    hebben eerder geprobeer alltime low te kraken , maar bleven steken op 3.78
    dus ze hebben lijkt het verkeerd gegokt, 20% shorts is veel hoor.. dus kan leuk worden

    ook veel call optie actie
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