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Biotech / Medical : InterMune (nasdaq)ITMN
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To: scaram(o)uche who wrote (144)10/16/2001 1:24:14 PM
From: IRWIN JAMES FRANKEL   of 508
 
Richard,

I think rkrw has this one right. (I wish I had known him for the Andrex ride.) ITMN is now my largest position - exceeding SEPR.

I am very glad to hear that you hold Dr. Harkonen in high regard. That is very important.

If Actimunne works for IPF nothing else will matter and ITMN will do very well.

Last year at CHEST Dr. Marvin Schwartz claimed that there are 100,000 IPF cases in the US as opposed to the oft stated 50k figure. MD's who I talked to claimed IPF was under-diagnosed since there was little they could do for it.

Kind regards,

ij
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