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Biotech / Medical : InterMune (nasdaq)ITMN

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To: Secret_Agent_Man who started this subject	4/25/2002 10:05:55 PM
From: IRWIN JAMES FRANKEL	Read Replies (3) of 508

ITMN CC 4/24/02 This summary is organized logically rather than in the order the information was presented. Info in the PR of the same data is often left out to avoid duplication. Presenters: Scott Harkonen Tim Lynch Jim Pennington The marketing guy Actimmune for IPF - PIII is due to complete in August ‘02 - Data from the PIII should be released in November ‘20 - Granted Fast Track by FDA - Data Safety medical board OK’ed continuing trial - Average person in study will have been treated 60 weeks by end of study - 85% of days in study are now complete - less than 5% of patients have dropped out prior to meeting end point - drug appears more effective in early and mid-stage disease - at least 6 months and perhaps 12 months on treatment is necessary to determine if the drug is effective - Actimmune has been detailed to all pulmonologists - Disease severity distribution/drug-use; 1/3 early, 1/3 mid-stage, 1/3 severe - Registry data suggests about 5% discontinuation - Reimbursement running 65% to 70% Financial Data - Actimmune revenues up 28% sequentially (1Q over 4Q) - Cash on hand 3/31/02 $413 million - On track to do $100 mil rev ’02 and $200 ‘03 - Actimmune revenue $85-90 in ‘02 - Increased pricing of Actimmune 7.5% at the beginning of ‘02 - Price increase did not result in a distortion to inventory levels Oritavancin - PIII results in Skin infection due by EOY - Will be doing PIII for pneumonia with 850 in study - Goal to file NDA by EOY ‘03 - Optimistic that it will become the standard of care, 50% treatment time - Needs broad strong label, meet with FDA in 4 to 8 weeks American Thoracic Society in Atlanta - IMTN will host a reception at the High Museum presenting a study on the incidence and prevalence of IPF which may be currently understated - New 5 year mortality data on the NEJM PII will show statistically significant result on survival of those treated over the control group Infergen - 36 specialists have been trained to relaunch - Many thought leaders believe it is best-in-class molecule - Started meeting with 3,500 Hepatologists - Is a second chance for treatment failures Milestones - 17 clinical trials underway - 9 clinical milestones will be reached in the next 12 months - Announce PEG Infergen partner & start trials w/i 12 months - Present clinical results of pirfenidone at the ATS Positive ATS abstracts - encouraged by possibility that nitrous oxide is a surrogate marker in pulmonary fibrosis in patients treated for 4 months with Actimmune - King Schwartz and Brown study correlated positively changes in lung function with mortality, thus supporting the ultimate FDA application Pirfenidone - We were impressed with animal data and pilot trial data in humans Misc - No comment on the number of patients being treated with Actimmune - IMS data is not accurate during the switch to specialty distributors - ITMN working with specialty distributors to get the IMS data accurate

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