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Biotech / Medical : InterMune (nasdaq)ITMN
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To: Elmer who wrote (216)4/23/2002 5:42:25 PM
From: IRWIN JAMES FRANKEL   of 508
 
Hi Dave,

If there was a substantial acceleration in Actimunne sales it would likely indicate greater use in treating IPF. That would be very positive. But if the increase is not very big there could be other factors that might account for the change. We do know that there has been a shift in distribution channels. That could distort revenue recognition.

As the information accumulates I am becoming more confident that Actimmune will be approved to treat IPF. (Then again, I thought Soltara would be approved.)

I do not expect an acceleration in sales until favorable PIII results are released. If the data is strong, the sales will start to accelerate and that will persist for several years.

If the sales appear to fall short of expectations the stock could take a hit and that might be a good point to add. Time will tell.

ij
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