The link is the full transcript.
Sounds like they are going into high gear. Provenge as the standard first treatment(which is logical) then look to see what treatment you follow it with.
[And that resulted in gross revenues for 2011 of approximately $228 million.
And I know, Cory, you’ve mentioned this in some of your notes; if you put that in perspective for some of the most recent oncology launches, that puts PROVENGE as one of the top ten oncology launches in history.]
Thought you guys may be interested. That 80% rise estimated may be a tad conservative.
http://seekingalpha.com/article/318441-dendreon-s-management-presents-at-j-p-morgan-healthcare-conference-transcript?source=yahoo
Comment from Dew Dillegence on IHub
DNDN net revenue is ~94% of gross revenue—i.e. rebates and allowances for returns are averaging 6% of gross revenue. Source: JPM webcast.
mitch gold presentation at jp morgan
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