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Dendreon: Just What the Bulls Ordered

Wed Apr 29th, 2009

David Miller

If there were such a thing as the Stock Market Thesaurus, Dendreon (DNDN) and “drama” would be synonymous. Everything was percolating along very nicely yesterday when some 2-3M shares hit

Dendreon: The Revenge of Provenge

Tue Apr 14th, 2009

David Miller

When Dendreon (DNDN) halted trading last night and announced it was going to release the results of its IMPACT Phase III trial of Provenge for late-stage prostate cancer, the butterflies started

Biotech Roundup: ImClone, Amgen, Dendreon, Satraplatin

Fri May 18th, 2007

David Miller

ImClone (IMCL)It’s ASCO time again and the abstract books arrived on ASCO members’ desks last Saturday – and they were promptly sold or delivered to the desks of hedge fund operators

Buzz Bits: Dow, Nasdaq Continue Up

Fri Apr 13th, 2007

Minyanville Staff

Editor's Note: This is a small sample of the content available on the Buzz and Banter.Satraplatin companies might move... - David Miller - 2:12 PMIn my Friday Roundup, I mention how hedge funds will p

Dendreon's Wild and Crazy Week

Thu Apr 5th, 2007

David Miller

This is a funny business. Eight days ago, I think it is safe to say a preponderance of people on Wall Street thought I was a moron. My firm’s consistent bullishness on Dendreon’s (D

Minyan Mailbag: FDA: Process vs. Results

Mon Feb 5th, 2007

David Miller

Prof. Miller-I wanted to quickly comment on your excellent piece "Dark Pools and the Tactical Side of Trading"You make the assertion that the Food and Drug Administration shou

Biotech Roundup: Merck's Dumb Deal?, Political Hot Potato, AstraZeneca's Free Cash, Delays as Expected

Fri Nov 3rd, 2006

David Miller

Merck's dumb deal?When Merck (MRK) bid over a billion dollars for Sirna Therapeutics (RNAI), you could just about hear the gasps in pharma and biopharma boardrooms across the country. CEOs at biopharm

Biotech Roundup: Pfizer, ImClone, Novacea

Fri Apr 21st, 2006

David Miller

Kudos to Professor Phil Erlanger for pointing out the spring biotech seasonality play. Right on cue, biotech bounces. I’m seeing big-time bounces in some stocks, focused again on the smaller end

A Crisis in Clinical Trials

Thu Jul 14th, 2005

David Miller

The bedrock of the biotech sector and, truth be told, the advancement of health care in this country is in trouble. Serious trouble. Financial conflicts, regulatory meddling, and shortsightedness by d

March Leads Off With a Bang

Tue Feb 1st, 2005

David Miller

  Since last May, the ODAC panel (Oncologic Drugs Advisory Committee) under the direction of the FDA’s Richard Pazdur has become a point of worry for biotech investors. It seems every time this
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