Macro Tsimmis

intelligently hedged investment

Dendreon (DNDN, again) update #2

Posted by intelledgement on Sun, 19 Apr 09

Another feather floated onto the camel’s back earlier today when Dendreon released an unusual Sunday press release announcing that data from an earlier Phase 3 Provenge study (not the just-completed IMPACT study) suggest “that PROVENGE® (sipuleucel-T) induces long-term memory immune responses that are durable and can be maintained following boosting.”

The data were presented this morning at the annual meeting of the Association for Cancer Research in Denver (hence the timing of the press release, which as of this evening was still not posted on Dendreon’s website…unlike we investors, the marketing staff must take weekends off). The study measured the immune response in 176 patients—half of whom were treated with Provenge and half with a placebo—with non-metastatic androgen-dependent (hormone sensitive) prostate cancer who have had a prostate-specific antigen (PSA) recurrence following surgical removal of the prostate.

The press release quoted David Urdal, the company’s chief science officer, as stating, “We are encouraged to see that CD54 upregulation in APCs is maintained after boosting in men with androgen-dependent prostate cancer. This pattern of CD54 upregulation suggests that the first dose ‘primes’ the immune system for subsequent ‘memory’ responses and is consistent with that observed in our studies of men with androgen-independent disease where the cumulative CD54 upregulation dose correlated with survival. We also are encouraged by these data which suggest that the immune response generated by PROVENGE is durable for a year or more after initial treatment and that it can be maintained following boosting.”

Previous DNDN-related posts:

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