AI
Monday, December 20, 2010 3:05:15 PM
If my (bad) memory is correct that is at least the second if not the third potential IPF compound they have licensed/acquired in past couple years. With Actelion Tracleer failing in IPF and Letaris having the same MOA I imagine its prospects have dimmed. But obviously someone (besides me 
) sees a potentially very lucrative opportunity in this field. I think a good strategy for ITMN would be to try and license/acquire some early stage candidates in that field. With them having the only approved compound they have a little extra time to pick a more potent/more promising agent too. Actelion didn't fair too well trying to build a pipeline/extend their dominance in PAH it will be interesting if ITMN does a better job (if they aren't gobbled up by someone).
) sees a potentially very lucrative opportunity in this field. I think a good strategy for ITMN would be to try and license/acquire some early stage candidates in that field. With them having the only approved compound they have a little extra time to pick a more potent/more promising agent too. Actelion didn't fair too well trying to build a pipeline/extend their dominance in PAH it will be interesting if ITMN does a better job (if they aren't gobbled up by someone).
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