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Biotech / Medical : InterMune (nasdaq)ITMN

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To: IRWIN JAMES FRANKEL who wrote (92)4/27/2001 2:23:40 PM
From: IRWIN JAMES FRANKEL   of 508
 
More on the CC.

I got a few minutes today to go back and listen to the whole CC.

Here is a link to the replay (StreetFusion Web cast):

investor.intermune.com

There were some interesting points that I missed in my earlier post:

- expect to complete enrollment in IPF study in late July, or 3Q
- sales staff have option and cash incentives to complete enrollment
- time from diagnosis to getting on Actimunne 2wks to 8 wks
- 80% of requests to 3rd party payers for reimbursement of Actimunne in IPF patients are being approved on the 1st try (this one amazes me - so maybe I misunderstood)
- about 150 to 200 doctors are now treating IPF with Actimunne
- relevant doctors to market to:
- - pulmonologists, 7,000
- - ID docs, 4,500
- - oncologists 7,000

- in 4-8 weeks the company will launch the IPF treatment registry

- favorable anecdotal evidence on Actimunne is accumulating
- very late stage use of Actimunne in IPF does not rescue those who are near death

As always, I try to report accurately what I hear and may or may not get it right. I welcome and appreciate others correcting or adding to an understanding of the CC.

ij
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