Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: Michael Young who wrote (195)	3/25/2002 8:38:00 PM
From: IRWIN JAMES FRANKEL	Respond to of 508

Hi Mike, "Maybe the theory is that sales are trending down now because DRs and patients are finding the drug ineffective?" Sure and add to that the Mayo meta-study and you have a rationale for non-treatment. It makes a great argument for the shorts. Add a weak market and declining sector and it is fun to be short. ij

To: Michael Young who wrote (195)	3/25/2002 11:03:16 PM
From: rkrw	Read Replies (1) \| Respond to of 508

<<<90% of the sales will disappear instantly if the Phase III data released in November doesn't prove the drug is effective against IPF.>>> I disagree. Let's say the results are more ambiguous than a true bust. There are people on actimmune off label now that are doing well. Why would they stop taking it? If doctors are seeing success off label, why won't they continue to prescribe? Insurance has an option, don't pay but put the patient on a lung transplant list. ITMN certainly won't continue to double sales with failure, but I see potential for surprising durability in sales. Of course, failure is not an option :-)