InterMune Inc. (ITMN)

[ghmm]

Thanks I think you pointed that board out to me a year or two ago. I also follow the Yahoo boards on IPF, some other boards and a couple bloggers. I know patients hate InterMune but I am fairly confident of a strong up-take in Pirfenidone if the data is good (I don't think it even needs to be spectacular). At first I was concerned pricing would be a problem but I am pretty confident we get a US price in the 30K+/yr.

On PKU. I still own a fair amount of BMRN but even if PEG-PAL makes it to market I think an effective Oral therapy could trump it. What I don't get is why BMRN did/doesn't try to buy Altus out. They've been looking to add to their pipeline and they recently licensed to early CF products so unless they've looked and don't like what they've seen I don't get it. I think probably the company (Altus) was so messed up that it was turning off people and they weren't even sure what they wanted to do. I never cared for Mr. Berkle's comments about we are not sure what we want to do going forward. I think a more proactive CEO could have done a lot to offset some of the delays and to have developed other collaborations. The two Berkle did ended up both being terminated about a year after signing!