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Biotech / Medical : InterMune (nasdaq)ITMN
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To: Michael Young who wrote (195)3/25/2002 11:03:16 PM
From: rkrw  Read Replies (1) of 508
 
<<<90% of the sales will disappear instantly if the Phase III data released in November doesn't prove the drug is effective against IPF.>>>

I disagree. Let's say the results are more ambiguous than a true bust. There are people on actimmune off label now that are doing well. Why would they stop taking it? If doctors are seeing success off label, why won't they continue to prescribe? Insurance has an option, don't pay but put the patient on a lung transplant list. ITMN certainly won't continue to double sales with failure, but I see potential for surprising durability in sales. Of course, failure is not an option :-)
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