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Biotech / Medical : InterMune (nasdaq)ITMN

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To: tuck who wrote (346)	1/7/2003 12:50:17 PM
From: tuck	of 508

>>8:37AM InterMune: Morgan Stanley taking conservative stance on earnings outlook (ITMN) 27.62: Despite company announcing it expects to meet the upper end of 2002 rev guidance, Morgan Stanley says co also reported disappointing data from the extension portion of the Actimmune trial. As a result, firm is taking a conservative stance in its earnings outlook until getting more data pts from FDA discussions, prescribing trends, '03 guidance and potential spending reductions over the next few months. For 2003, firm lowers est to ($2.79) from ($2.12); reduces 04 to ($0.74) from ($0.07); 05 goes to $1.14 from $1.79 and 06 to $2.53 from $3.47.<< snip This seems reasonable to me. The recent valuation was based on the survival benefit improving or maintaining; now the future is murky. Not a buying op yet, IMO. Cheers, Tuck

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