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Biotech / Medical : InterMune (nasdaq)ITMN

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To: IRWIN JAMES FRANKEL who wrote (481)	4/5/2012 4:29:08 PM
From: ghmm	Read Replies (1) of 508

I have been wondering for some time if it might be in InterMune's best interest to have the results of ASCEND delayed. Germany will have yet another review some time (don't recall but it may be considerable I think it may be close to a year) after they hit 50 (or is it 60?) million euro in sales. At that time any new data would be included in the review including ASCEND (if the results would be available). A cautious person by no means would assume positive results so not having negative results in hand may be best for the company. So to me I actually view a delay in enrolling patients as a POSITIVE and not a negative at all! On a related note I would like to see the company derisk the impact of ASCEND. I can think of a few ways to do that (some I posted here siliconinvestor.com ) but I certainly don't have the expertise or inside knowledge the company has. Overall I think Dan Welch has done a good job with the hand he has been dealt and I am cautiously optimistic he will do that and now we have a bit less than 2 years to do that. Of course having EU sales ramp fast would remove a lot of risk :-).

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