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


To: michael_f_murphy who wrote (288)8/28/2002 9:40:29 AM
From: quidditch  Read Replies (1) | Respond to of 508
 
Conference call: With Harkonen's response to one of the last questions about trend in the survival benefit (please excuse the vague and probably incorrect phraseology here), that the secondary endpoint differentiation grew as the time of treatment lengthened (charting of graph lines--increased separation)--does there exist any scientific basis for a postulate that the primary endpoint might achieve statistical significance with a longer course of treatment? Or does that go to the essence of the design of the trial?

I guess by the paucity of posts, folks in ITMN are either in shock or in severe disappointment mode, if there is a difference.

quid



To: michael_f_murphy who wrote (288)8/28/2002 9:42:03 AM
From: tuck  Respond to of 508
 
A key question on the CC was something to the effect of "Can you achieve those sales numbers without approval (i.e. through continued off-label sales)?" The answer essentially "yes." (Words were something like "that would be our assumption).

As Peter noted on the Valuation thread, the mild to moderate subset was well balanced and predefined.

Stock is off to a decent start. Whew! Could have been worse.

Cheers, Tuck