Sorry for the bad grammar. Too late to fix with an edit here. Hope this is clearer.
I do not understand what you mean. (Did you inadvertently leave a word or two out of this sentence?)
In todays presentation Dan Welch said the 14 day models are a replicon model and a viral mutation model (for 1626 or 7128). Said what will be presented at AASLD is very interesting, [implying it will show] Roche's interest in developing 191 plus one or both of their Polymerase Inhibitors.
What is your estimate of the proportion of ITMN’s fair value that is attributable to Pirfenidone? T.i.a. A long time ago I had given it more thought (when InterMune was in the mid 30's and the INSPIRE study for Actimmune was on going and after Shionogi announced positive P3 results). I had a rough value of about 12-15/share for Pirfenidone.
With the failure of the INSPIRE study and nothing announced beyond 191 I was concerned a failure could devastate the stock and am glad to see them talking about other programs prior to results. Having an all oral HCV trial get started would be great too! That being said a positive outcome especially one with a trend to showing a survival benefit (FVC is the primary end point) could be worth north of a double of the current stock price and I suspect the sales ramp would be extremely rapid in this scenario too. I am content with Orphan exclusivity as they are working on Pirfenidone analog's so I am less concerned with the patent situation though successful results in January are the major concern.
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