InterMune (nasdaq)ITMN Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : InterMune (nasdaq)ITMN

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Biomaven who wrote (485)	5/16/2012 12:02:30 AM
From: ghmm	of 508

No doubt a second approved drug for IPF would hurt ITMN stock. I've heard Dr. Paul Noble (and others) speculate and I tend to agree that the disease is likely going to require a cocktail of therapies. I imagine it will be similar but more so than PAH. Unless the Fibrogen drug is extremely efficacious I would think combination may be even more common in IPF given the limited benefit of any one agent and the high mortality. The other likelyhood (in my opinion) is patients try one drug keep declining docs have them try another. InterMune still has a couple years on anyone and Phase 2/3 failures are numerous. I am more disappointed with their (extremely) slow roll out into other countries. If BI's drug didn't have a similar and much worse tox profile (GI) I would think BI could be a good company to partner (or just take out ITMN) maybe a bigger company could navigate the EU reimbursement better. I don't know much about the Fibrogen drug's mechanism but would like to see ITMN license (or develop) other complimentary IPF drugs and would hope they are very open to testing Pirfenidone with other agents.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next