Replies to post #1693 on GoodFellas Big Board Catalyst and Chart Plays

[dDT]

ITMN - Research/DD summary & charts !

InterMune, Inc., a biopharmaceutical company, engages in the research, development, and commercialization of therapies in pulmonology and fibrotic diseases. In pulmonology, the company focuses on therapies for the treatment of idiopathic pulmonary fibrosis (IPF), a progressive and fatal lung disease. It markets pirfenidone, an orally active drug that inhibits the synthesis of TGF-beta under the Esbriet name in the European Union, as well as in a Phase III clinical trial in the United States. Pirfenidone is also approved for the treatment of IPF in Japan, where it is marketed by Shionogi & Co. Ltd. under the Pirespa trade name. The company's research programs focus on the discovery of small-molecule therapeutics and biomarkers to treat and monitor serious pulmonary and fibrotic diseases. InterMune, Inc. was founded in 1998 and is headquartered in Brisbane, California.

Company's website: http://www.intermune.com/

Financial Reports: http://phx.corporate-ir.net/phoenix.zhtml?c=100067&p=irol-reportsannual

SEC filings: http://phx.corporate-ir.net/phoenix.zhtml?c=100067&p=irol-sec

Nasdaq.com Stock Research - Analyst Summary

http://www.nasdaq.com/symbol/itmn/analyst-research


Contacts

Jim Goff
Vice President
Corporate Communications & Investor Relations
InterMune, Inc.
3280 Bayshore Boulevard
Brisbane, CA 94005
Phone: [phone]
Fax: [phone]
E-mail: [e-mail]

ITMN Chart

[beach_trades]

dDT--I have played SIMG for years now--check in yahoo MB-

its a great one to swing trade--now I just own calls far out as should be a takeover candidate---they are leaders of HDMI and MHL interface--what all will be in future

stock cycles between 4 an 9 or so


http://messages.finance.yahoo.com/Business_%26_Finance/Investments/Stocks_%28A_to_Z%29/Stocks_S/threadview?bn=27330&tid=59825&mid=59825

http://messages.finance.yahoo.com/Business_%26_Finance/Investments/Stocks_%28A_to_Z%29/Stocks_S/threadview?bn=27330&tid=58625&mid=58625


http://messages.finance.yahoo.com/Business_%26_Finance/Investments/Stocks_%28A_to_Z%29/Stocks_S/threadview?bn=27330&tid=57335&mid=57342


when I get a chance will do current dd--

[beach_trades]

SIMG-Needham & Company Lowers Estimates on Silicon Image (SIMG), But Sum-of-the-Parts Analysis Revels Significant Upside at Current Levels


December 16, 2011 9:13 AM EST

Needham & Company reiterates a 'Buy' on Silicon Image (NASDAQ: SIMG) price target lowered from $8.50 to $7.00.

Needham analyst says, "We are lowering estimates on SIMG due to continued demand degradation in DTVs and specific weakness at HTC (N/R), which SIMG has exposure to. Despite the near-term risk to estimates, the 30% share price decline since earnings call reflects most of these risks. Moreover, our sum-of-the parts analysis, which breaks SIMG’s revenue into its three parts - consumer electronics, mobile/SiBeam and licensing IP royalty, reveals that the current market cap is valuing the CE and mobile business at effectively zero. In other words, the stock price is only including the net cash (42% of market cap) and a conservative multiple on the recurring IP royalty revenues. In 2012, we expect accelerating penetration of MHL across the top handset OEMs and a normalized DTV environment."

"We are lowering our near-term 4Q11/1Q12 ests to $58.4MM/$0.02 (vs. $54.4MM/$0.04) and $50.0MM/$(0.01) (vs. $55.0MM/$0.02), respectively. Our 2011/2012 estimates move to $217.3MM/$0.16 (vs. $220.3MM/$0.17) and $260.0MM/$0.30 (vs. $280.0MM/$0.40), respectively. Our $7 price target implies a 15x 2012 Non-GAAP EPS of $0.30, plus $1.86 net cash."

[beach_trades]

SIMG

http://stockcharts.com/h-sc/ui?s=simg