Heard both calls (yesterday and today). Since I don't have a position this is just a brief summary and I could have missed things!
. Danoprevir (RG7227/ITMN-191) boosted Phase 2 set to start in Q4. . Danoprevir INFORM-3 planned for 1H '10 . InterMune can opt out of co-development annually and the decision time is October (sure seems like the anniversary of when the deal was signed). Estimated reduction in company burn about 30-35 million annual if elect to do so [sure sounded like they were considering it]
. Pirfenidone is being evaluated by NICE [to me this sounds negative since the efficacy is limited I would imagine NICE won't be too nice] . Considering options for US development. Anything from new trial to appealing FDA decision. Submitting patient data of Shionogi could be part of an option considered [Based on the data having its own issues and trying to read between the lines this is not a certainty by any means]. Will clarify US plans by end of year. . Will have a webcast I believe along with presentation of 4 abstracts on Pirfenidone.
Morgan Stanley call talked more about Pirfenidone.
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