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Biotech / Medical : InterMune (nasdaq)ITMN
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To: IRWIN JAMES FRANKEL who wrote (266)7/30/2002 8:51:42 AM
From: rkrw   of 508
 
A little comparison game:

2002 SCIO Natrecor expectations: $90-95M
2002 ITMN Actimmune expectations: $95-100M
SCIO Natrecor Peak est: $500-600M
ITMN Actimmune Peak est: $800-1B with ph III success; $400M with mixed results, $100-200M with negative results
SCIO MV: $1.4B
ITMN MV: $650M

Key differences:
natrecor is approved for CHF indication
actimmune ipf trial data still to come
natrecor has better gross margins: 90%+ vs 80%.

P.S. I own shares in both.
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