reminder: what martin said about fda approva, page-37

Ah, we're all friends. Greg is correct though - WoS' logic needed a little more thinking through...

To compare Dendreon's SP with Prima's at the same point in Dendreon's development is impossible unless its a market cap-based comparison. Straight SP comparison is pointless. Even then, a MC-based comparison remains fairly pointless without considering factors such as ODS, patent approval status and so forth.

Personally, given the Dendreon has cleared the path for PRR, and we have oral vaccine under way, you would probably weight the expected price a little higher to PRR at the same point in the lifecycle for Dendreon.

But anyway, we all agree - great news, damned great news. Now we just need the common media to understand the relationship between DNDN and PRR and what the Provenge approval means for a little Aussie battler (sorry to continually harp on about this...)