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November 2001 (v01-n01) |
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- Main Story - pgs. 1-25 Dendreon Corp. (DNDN)
- Macro Market Commentary - pgs. 25-26
- News Briefs - pgs. 27-29
- NIBM Model Portfolio & Updates - pgs. 30-33
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| This month's Main Story is on the cancer
vaccine company, Dendreon. This company leads the pack with a personalized vaccine making
use of an allogenic antigen cassette and autologous dendritic cells. Provenge, their
prostate cancer treatment, is in late Phase III trials. Mylovenge, for the treatment of
multiple myeloma and amyloidosis, is in multiple phase II trials. APC8024 is in Phase I
trials for breast and ovarian cancer. |
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| The following is an outline of this issue of
the NIBM Newsletter. |
Subscriber direct access |
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- Main Story
- Summary
- Table - Financials at a Glance
- Table - Cancer Incidence
- Table - Dendreon's Antigen Targets
- Investment Case
- Disclosure
- Human Immune System
- Two Arms
- MHC, Antigens, and APCs
- Cancer Biology
- Antigens and Autoimmune Disease
- Sidebar: in vivo vs. in vitro
- Autologous versus Allogenic
- Table - Selected competitors
- Dendreon's Technology
- Antigen Cassettes
- Operational Concerns
- Provenge
- Table: Prostate cancer incidence
- Sidebar: PSA levels and clinical efficacy
- Mylovenge
- Table: Multiple myeloma and amyloidosis cancer incidence
- APC8024/HER2-neu
- Table: Breast and ovarian cancer incidence
- APCTR/TRP-p8
- Table: Breast, prostate, colorectal, lung, and melanoma cancer
incidence
- APCNY/NY-ESO1
- Table: Breast, prostate, lung, ovarian, bladder cancer
incidence
- Monoclonal Antibodies
- Other Target Antigens
- CEA
Table: Colorectal, breast, lung cancer incidence
- MN
Table: Cervical, kidney, colorectal cancer incidence
- HTERT (telomerase)
Table: Lung, ovarian, myeloma, melanoma, acute leukemia,
non-Hodgkin's lymphoma cancer incidence
- Johnson & Johnson Arrangement
- CTL8004
- Table: PRI vs. Dendreon Technology
- Important Patents
- Table: Sample Patents
- Future of Cancer Vaccines
- Dendreon's Operations and Management
- Developmental Partnerships
- Financial Picture
- Milestones
- Table: 2001-2004 Milestones
- What Can Go Wrong
- Macro Market Commentary
- News Briefs
- ALLP changes financing terms, sets reset date
- Drug Companies adopt bioinformatics to reduce development
costs
- JP Morgan and PPD form Apothogen to funnel money to biotechs
- More dangers of unnecessary antibiotic use
- Biopure's Hemopure blood substitute not cost effective
- NIBM Model Portfolio and Updates
- Updates on each Model Portfolio members
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