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Canaccord Genuity Raises Numbers on Dendreon (DNDN); Provenge Outlook Improved on Low Likelihood of New XGEVA Approval

February 7, 2012 8:28 AM EST
DNDN Hot Sheet
Rating Summary:
    3 Buy, 18 Hold, 7 Sell

Rating Trend: = Flat

Today's Overall Ratings:
    Up: 19 | Down: 16 | New: 82
Canaccord Genuity maintains a 'Buy' on Dendreon (NASDAQ: DNDN) price target raiesd from $16 to $18.

Analyst, George Farmer, said, "We maintain our rating and raise our target as a negative FDA stance on Amgen’s (Nasdaq: AMGN) XGEVA de-risks the outlook for DNDN’s prostate cancer vaccine, Provenge."

"Encouraging December sales in the face of holiday conflicts had justified our previously bumped-up 2012 $426M sales estimate. Our new 2012 $458M estimate assumes near-term acceleration of “same-store-sales” fueled by higher physician perception, although we caution that negative practitioner impressions of logistics and cost still lingers. Nevertheless, $500M in sales this year – a management-declared cash flow break-even point – is not far fetched, in our view."

For an analyst ratings summary and ratings history on Dendreon click here. For more ratings news on Dendreon click here.

Shares of Dendreon closed at $16.53 yesterday, with a 52 week range of $6.46-$43.96.


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