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Biotech / Medical : InterMune (nasdaq)ITMN -- Ignore unavailable to you. Want to Upgrade?

To: IRWIN JAMES FRANKEL who wrote (266)	7/29/2002 1:20:23 PM
From: RCMac	Read Replies (1) \| Respond to of 508

data release in September September? I had thought it was scheduled for November 5. Here are my sources<g>: Actimmune for IPF - PIII is due to complete in August ‘02 - Data from the PIII should be released in November ‘2002 Message 17385463 and - Chest Nov 5th meeting will release complete PIII data and patient registry which is now 800 patients siliconinvestor.com --RCM

To: IRWIN JAMES FRANKEL who wrote (266)	7/29/2002 2:06:01 PM
From: Michael Young	Respond to of 508

Biotechs typically trade flat to down prior to release of critical Phase III data. The stock will open under $9 if the endpoints fail, and we certainly are not in a risk taking environment. MIKE

To: IRWIN JAMES FRANKEL who wrote (266)	7/30/2002 8:51:42 AM
From: rkrw	Respond to of 508

A little comparison game: 2002 SCIO Natrecor expectations: $90-95M 2002 ITMN Actimmune expectations: $95-100M SCIO Natrecor Peak est: $500-600M ITMN Actimmune Peak est: $800-1B with ph III success; $400M with mixed results, $100-200M with negative results SCIO MV: $1.4B ITMN MV: $650M Key differences: natrecor is approved for CHF indication actimmune ipf trial data still to come natrecor has better gross margins: 90%+ vs 80%. P.S. I own shares in both.