tag:blogger.com,1999:blog-7905515.post4630008847392134698..comments2024-03-14T11:09:32.759-05:00Comments on Falkenblog: Dendreon Drop OverdueEric Falkensteinhttp://www.blogger.com/profile/07243687157322033496noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-7905515.post-31441894958387532072011-08-08T12:34:19.941-05:002011-08-08T12:34:19.941-05:00cumulative default rates look at the default rate ...cumulative default rates look at the default rate from the time of the original ratings, so if it downgrades in 2 years, defaults in three, it will show up as a 5yr default. But that's why the 1 year defaults are pretty much zero for IG, because usually things take a year to blow up.Eric Falkensteinhttps://www.blogger.com/profile/07243687157322033496noreply@blogger.comtag:blogger.com,1999:blog-7905515.post-63618553654916212932011-08-05T15:26:20.861-05:002011-08-05T15:26:20.861-05:00The price tag is a staggering $93k, which supposed...<i>The price tag is a staggering $93k, which supposedly was going to be paid by US taxpayers, as by law Medicare does not take into account a drug's cost when considering if it will pay for it (which they said they would)! </i><br /><br />over here in the Socialist State of the United Kingdom we have an organisation that assesses the cost-effectiveness of such drugs. It has attracted some criticism, but a study by the son of a man denied state-funded medicine ended up supporting the principle.<br /><br />sounds like you should have one of those too.Dippernoreply@blogger.comtag:blogger.com,1999:blog-7905515.post-16314155547275589262011-08-05T09:19:42.801-05:002011-08-05T09:19:42.801-05:00FWIW, James Altucher has been following / writing ...FWIW, James Altucher has been following / writing about this stock for a long time. Search dendreon+altucher for the archive.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7905515.post-89823450926284604142011-08-05T09:00:05.081-05:002011-08-05T09:00:05.081-05:00We seem to have adopted medical care as a long ter...We seem to have adopted medical care as a long term constitutional right (or human right if you back the U.N. on such things). Not sure why this is the case, other than big government wonks see it as one more way to expand big government.CodeWizardhttps://www.blogger.com/profile/06818675697881598515noreply@blogger.comtag:blogger.com,1999:blog-7905515.post-45292503092690700382011-08-04T23:37:38.448-05:002011-08-04T23:37:38.448-05:00I think you are right when it comes to health choi...I think you are right when it comes to health choices, but it still sounds harsh when you say it. With humans, being wrong in a useful way seems to be a lot more effective than being right, and that's probably because reality can be quite disturbing. I agree with your call on markets too.r2d2noreply@blogger.com