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Biotech / Medical : InterMune (nasdaq)ITMN

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To: ghmm who wrote (462)2/3/2009 1:09:05 PM
From: Biomaven  Read Replies (1) of 508
 
Looking at this data across time (rather than just the 72 week snapshot), it's clear the drug has efficacy. I'd say an advisory committee composed of clinicians would definitely be supportive of the drug; I can't predict how the statistically-oriented folks on the panel will react.

Specifically, the Repeated Measures Anlaysis which looks at the primary endpoint at each measurement date (slide 18) shows both trials showing stat sig efficacy (.004 for Cap-1 and .001 for Cap-2, and <.001 pooled).

There are certainly some oddities in the data - for example, the six-minute walk secondary endpoint was hit (.001) on the trial that failed but missed (.171) on the trial that succeeded.

> I don't know why they didn't stress baseline FVC in Cap-1 Pirfenidone is 74.5 vs 70.3.

Not sure what to make of this - the drug patients were less sick in Cap-1, but given you are looking at progression, not sure exactly how that cuts.

Technically they have 2 successful trials if you include the Shinogi data, and so maybe they meet the technical FDA requirements for approval.

I bought a little this morning - no position before today.

Peter
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