AI
Thursday, February 18, 2010 3:14:22 PM
ITMN:
If you want a subtle remark from the conference call supporting your contention. Dan Welch was asked about financial guidance (outside of Pirfenidone since they said they will not give that now) he was reluctant to do so saying that could change too. My take was with positive decision on Pirfenidone they would spend more on R&D (in general not just Pirfenidone) so someone skeptical of 191 (Not me yet
) could take that to mean once Roche drops it InterMune gets back full rights and burns their dime pushing it forward.
If you want a subtle remark from the conference call supporting your contention. Dan Welch was asked about financial guidance (outside of Pirfenidone since they said they will not give that now) he was reluctant to do so saying that could change too. My take was with positive decision on Pirfenidone they would spend more on R&D (in general not just Pirfenidone) so someone skeptical of 191 (Not me yet
) could take that to mean once Roche drops it InterMune gets back full rights and burns their dime pushing it forward.
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