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Dendreon: Just What the Bulls OrderedWed 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 |
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Dendreon: The Revenge of ProvengeTue 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 |
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Biotech Roundup: ImClone, Amgen, Dendreon, SatraplatinFri May 18th, 2007
David MillerImClone (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 |
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Buzz Bits: Dow, Nasdaq Continue UpFri Apr 13th, 2007
Minyanville StaffEditor'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 |
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Dendreon's Wild and Crazy WeekThu 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 |
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Minyan Mailbag: FDA: Process vs. ResultsMon Feb 5th, 2007
David MillerProf. 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 |
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Biotech Roundup: Merck's Dumb Deal?, Political Hot Potato, AstraZeneca's Free Cash, Delays as ExpectedFri Nov 3rd, 2006
David MillerMerck'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 |
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Biotech Roundup: Pfizer, ImClone, NovaceaFri Apr 21st, 2006
David MillerKudos 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 |
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A Crisis in Clinical TrialsThu Jul 14th, 2005
David MillerThe 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 |
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March Leads Off With a BangTue 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 |






