InterMune Inc. (ITMN)

[onemodolar]

Superb execution by ITMN management team.
EU sales is picking up even without new launching during the last Q.
I expect to see further traction in sales outside U.S. with Ascend data. The most exciting news from C.C. was launching is expected in Q4, way ahead of schedule. Also all the detail in preparation was announced. No FDA advisory committee planned. They had all this prepped 2 years ago already. I have seen many companies settling with low ball offer just because they lack marketing experience and capital it requires. ITMN is capable of "go it alone" and this pathway actually can bring the best return to the shareholders,IMO. BI will have real tough time to gain any market share against Pirfenidone.

SSc-ILD can be a game changer later on.
Aside from PCP and Pulmonologist, Rheumatologists should be a target physician group as well. Company should consider building ILD patients registry database through imaging data such as High Resolution CT.

Unlike Hep C, ILD can be controlled, but not cured.
Huge patients warehousing,
No boom and bust.

All IMO, GLTA