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Biotech / Medical : InterMune (nasdaq)ITMN

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To: Biomaven who wrote (321)10/1/2002 3:56:23 PM
From: Biomaven   of 508
 
I just read the latest report by Leerink Swan on ITMN. They have it as an "Outperform" even though I believe that their revenue model is still much too conservative. One interesting nugget they have is that Priority Healthcare, which is the distributor for 50% of Actimmune, says that reimbursement rates are now over 80%. (Contrast that with prior rates reportedly in the 60-70% range).

Peter
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