In one of the prior presentations (Deutsche Bank?) they were asked about other compounds including this. Response is basically not seen as direct competitors since different MOA. Though if one is far superior obviously it becomes the prefered initial treatment and I am not sure how willing payers would be to support two high priced therapies.
I don't know much about the Centocor compound. The death rate of IPF/PF compounds is very high not too many that I am aware of have made it to Phase 3. The most advanced at this stage are Bosentan (Actellion) and Ambrisentan (Gilead) both in Phase 3 (Bosentan is fully enrolled, Amberisentan recently initiated). Both are ERA's approved for PAH.
I have not updated the competitive space in some time here is the old msg for those interested: #msg-26702328
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