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Replies to #95085 on Biotech Values
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Bio_pete

05/02/10 4:59 PM

#95087 RE: DewDiligence #95085

ITMN - I was also surprised at the tone from ITMN's management. I realize they don't want to tick off the FDA or overpromise, but I can't believe they were not a little more upbeat after the advisory committee. They did everything to downplay the approval including reducing the size of the market opportunity.

I don't understand why they couldn't reveal how long it would take them to launch after approval or manufacture inventory. I've never seen a team so ill prepared for launch of a billion dollar drug. Sounds like it might take a year.