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Biotech / Medical : InterMune (nasdaq)ITMN

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To: scaram(o)uche who wrote (261)	7/18/2002 5:38:06 PM
From: IRWIN JAMES FRANKEL	Read Replies (1) of 508

Well Harmon, I'm impressed even if you are not. But then I am impressed with ITMN not my lucky guess. A few highlights of the CC: - Actimmune sales up 27.7% sequential - Actimmune 2002 guidance upped to $95 to 100M from $85-95M - CGS dropping rapidly and in 2Q 20% (had been 29% in 1Q, 38% 1H01) - Total sales guidance raised to $105 - 110M for yr - Indicated Actimmune is $0.8 to 1.0B drug if PIII is highly successful - Raised guidance on Infergen/Amphotech (I'm guessing this is mainly Infergen but they did not say that.) - 2,000 now on Actimmune, over 3,000 expected by EOY - no inventory build - no pricing changes influencing revenues - FDA meeting successful - FDA very interested in seeing the data as rapidly as possible - dropout of Actimmune off label is 5-10% - dropout in PIII (Actimmune) is less than 5% before meeting primary endpoint - Chest Nov 5th meeting will release complete PIII data and patient registry which is now 800 patients That is the highlights. I will listen to the replay and revise this if I screwed it up too badly. ij

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