Needham had a little more I was pretty disappointed with the GS considering it was mostly Q&A. Neither has much earth-shattering news but I only heard each once so far and I usually go through them a couple times. Needham had some slides with some more data on the Shionogi results (if you care about Pirfenidone)
About the only thing I remember in the GS that may not have been alluded too was that the food effect was no different in the 1b then seen in the 1a. If InterMune goes for a royalty instead of co-development rate would be similar to EU (previously Dan Welch had said a more vague higher). It could be a slip but since it was the CFO I doubt it.
Other things (going by memory so could be more)
. They recently refinanced half their debt its in an 8k and was mentioned on the Needham call.
. The starting dose of the 1b combo study will be 300mg total daily and escalating from there (this is not new info.)
. Shionogi Japan Decision expected in Q4, in the past couple presentations they had mentioned this (previously it was usual Japan decision in similar Orphan indications 12-15 months).
. 191 data presented at AASLD in October (if accepted)
For those interested in IPF. I heard some of the Actelion call and they said enrollment enclosing and will have about 500 patients (I think the trial called for 390) with results expected late '09.