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

To: tuck who wrote (410)	5/26/2004 4:39:17 PM
From: enervestor	Read Replies (1) \| Respond to of 508

Tuck looks like you're pretty lonely here. I've owned a little of ITMN several years, but hadn't really paid much attention to it figuring I'd sell it for the tax loss someday. Looking through their annual report got me really interested. I think they could have a real opportunity in HCV. I posted a question on the Biotech Valuation board seeking other opinions to see if anyone else agreed. I also added enough shares to make it a more meaningful position. When you look at them with two already approved drugs and a $450 mil market cap, they seem awfully cheap compared to a lot of the other companies with no approvals and multi-billion market cap. I don't think the market is looking at them in HCV rather than IPF yet.