http://seekingalpha.com/article/315329-dendreon-where-do-things-s...

http://seekingalpha.com/article/315329-dendreon-where-do-things-stand-on-provenge-reimbursement?source=email_rt_article&ifp=0


Important points to note here regarding next year...Remember the doctor in New York who said to Goldman Sachs he wasn't prescribing provenge? Now he is expecting a

“ ... logarithmic increase in uptake of the drug in 2012,” and again stated that it was his belief that if his practice did not offer Provenge, it would lose patients to those practices that did.

Next year there will be 800 sites infusing provenge...800....so

"Importantly, with 800 sites infusing patients, even at a rate of 0.5 patient per month, monthly revenues would be on the order of $40 million, which, when annualized, approaches the cash-flow positive value of $500 million."

How about one patient a month?

I think there is a few chapters in the DNDN story to be told in 2012.

Watch out in September if we get good interim results from the IIb trials for cvac and provenge sales start hitting 240 million per quarter.

Just a thought :)