I was out and missed the call live. I see the webcast is only 20 minutes and no Q&A was there any on the live call?
Haven't seen anything (yet) to discourage me from InterMune's 191 position. Anxiously awaiting 1B data this fall. But I am glad to see telaprevir having good (while not spectacular) efficacy. The AE's, 3x vs 2x dosing give me optimism 191 has at least 3 routes to improving on what telaprevir potentially has to offer.
In the latest InterMune investor conference Dan Welch mentioned the improved instrumentation led the company to a DDW abstract showing 3 orders of magnitude more potency in one model then telaprevir (previously had reported 2) and also abstract showing the disassociation rate is 4-5x slower then 950 in the liver.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.