Replies to post #43562 on Biotech Values

[drbio45]

I am not saying coprexxa is better for ipf than intermune's drug.

there isn't enough data, but their small phase 2 trial showed about the same efficacy as pirfenidone did in their small trial without the side effects.

It will also be approved first. if people with IPF have absolutely nothing because now they won't even get a doctor to prescribe actimune, they would probably try coprexa if they get the data published in a peer reviewed journal at the proper time.

you are correct I have never said they can take the data they have now and go into a phase 3 trial. If they get a nice sized phase 2 trial going they could have data on that way before pirfenidone is approved

it is more a risk reward kind of thing. Without the actimune sales intermune would be trading at 12 dollars or less. The analysts actually raised the target saying there is less risk because they are terminating actimune trials and sales. Actimune was bringing intermune cash flow, its failure shouldn't increase the price target, but thats what analysts do.