Via Twitter, @Detroitblues comments on my dissection of reaZin, the "prescription medical food" that Adeona Pharmaceuticals ( AEN) wants to market to people with Alzheimer's disease. "$AEN what awesome work by @adamfeuerstein on the Alzheimer's test results. Ton of $ could've been made. Tip of the hat Adam and all for free." Thank you. I'm just wondering if Adeona CEO James Kuo has found the time to read the column yet.
More tweets, this one from @aeroforce: "What's your outlook on Dendreon ( DNDN) for the year?" First, think about the first-quarter results. Dendreon reports on May 2, with the current analyst consensus for Provenge sales at $29 million. A more important near-term focus for investors will be second-quarter Provenge sales.
Heather D. writes, "Any word on FDA approval of abiraterone acetate for prostate cancer? Thanks for any info you can share." Johnson & Johnson ( JNJ) has not disclosed a precise FDA approval decision date for abiraterone but the best guess is June 20, based on when the drug was filed. I have heard unconfirmed rumors that the abiraterone approval might come early. Abiraterone's initial approval will be for the treatment of post-chemotherapy prostate cancer patients, so the drug should not compete with Dendreon's Provenge, at least not right away. J&J is conducting clinical studies to move abiraterone treatment before chemotherapy, which could make the drug more directly competitive against Provenge.