DNDN
Yo tengo estas notas, pero son de hace meses:
A día 5 de marzo Dendreon ha rectificado la buena previsión de ventas que había dado 15 días antes.
"the company appears to be saying that the decline could be far more significant than the Street is currently estimating. In fairness, the company has said that they expect Provenge to return to a state of growth post-1Q (e.g. DTC ads to begin) - however, at this point, we feel we have limited visibility into 2Q and beyond sales (competition is only intensifying, for example) and, thus, we can't in good conscience continue to carry a Buy rating
http://www.fiercebiotech.com/story/analyst-makes-dramatic-apology-abandons-last-line-dendreon-defense/2013-03-06
Y eso quiere decir que tienen más competencia de la que habían reconocido en la presentación de cuentas:
With the increased competition in the market setting, what we’re seeing is that we’re seeing additional market growth in the marketplace. We’re seeing more and more physicians identifying patients in the pre-chemo setting. And when you look at that, we look at the growth in this marketplace, we don’t see one class or therapy getting the lion’s share.
I think just to add a little color to that, the data that we’ve been able to see so far indicates that the inroads that the competition has had against PROVENGE has been in those patients that previously received chemotherapy, but were still asymptomatic or minimally symptomatic. In our clinical trial, that was about 18% of our patients. Not too dissimilar amount depending on what audits you look at here [...] our positioning is that in immunotherapy, it should be considered early in the therapy, early in the indication, and the KOL feedback certainly that we got at ASCO-GU continues to support PROVENGE, and they continue to believe it should be used up front.
Parece ser uno de los fiascos del año por timing y porque a pesar de toda su reestrucuración no hay ventas. La decisión de la EMA se esperaba para mediados de 2013. Mírate los últimos informes a ver qué dicen. Yo no la sigo, pero con esta caída parece interesante.
«Después de nada, o después de todo/ supe que todo no era más que nada.»