estimates required

DNDN got smashed in the US because of the manner by which doctors prescribing provenge get repaid via medical insurance, as determined by the US equivalent to our PBS.

The current system makes it less enticing for US doctors to prescribe Provenge.

DNDN failed to adequately school prescribing doctors in the best way to deal with repayments, hence why DNDN withdrew their sales estimates, as the doctors were not reaching those estimated sales targets.

PRR we must assume, has done considerable estimates about what CVac will roughly cost if approved.

PRR has hopefully also assessed what type of medical insurance/refund model will be granted to CVac once FDA approved.

Sure any estimates that PRR have modelled to date are subject to revision, but if these estimates substantially differ to the present working model/scheme that DNDN finds itself with, and if PRR's estimates are substantially better, then those estimates should be released to the market, to indicate what sought of sales path PRR is expected to go down.

PRR essentially has to distinguish itself from DNDN in terms of revenue models.

Until that happens, then moving forward DNDN is only going to be a liability to our SP, unless Provenge is granted more favourable terms for reimbursing doctors beforehand.


good luck