InterMune, Inc. (NASDAQ:ITMN)

NetscribeBiotech (92.44) Submitted: 3/12/2007 5:09:58 AM : Start Price: $22.04 ITMN Score: +51.17

InterMune, Inc. (InterMune) is a biopharmaceutical company focused on developing and commercializing therapies in pulmonology and hepatology. The company derives its revenues primarily from its solitary product Actimmune which is meant to treat patients with severe, malignant osteopetrosis and chronic granulomatous disease (CGD).

InterMune has a pipeline addressing idiopathic pulmonary fibrosis (IPF) and hepatitis C virus (HCV) infections. The pulmonology portfolio includes two Phase 3 programs evaluating possible therapeutic candidates for treatment of patients with IPF. The hepatology portfolio includes the HCV protease inhibitor compound ITMN-191 which is in its phase I trials. ITMN-191 has the potential be a best-in-class protease inhibitor for hepatitis C.

The company’s financial performance is nothing to write home about as it continues to be saddled with losses. However there are certain positives emanating from its pipeline. In last quarter of 2006, the company announced collaboration with Roche for the development and commercialization of ITMN-191. Under the terms of the agreement, InterMune receives an up-front payment of $60 million, and is eligible for up to $470 million in milestones, $35 million of which could be received over the next 12 months. Besides the data as regards Phase 3 trails of interferon gamma-1b meant for IPF would be out in early 2008 would have profound influence on the stock.

The company’s valuation looks extremely rich. Especially considering the fact that its equity value is negative and it’s still losing cash at operating level. In an environment where risk appetite is getting lower every day, such adventurous stories which requires leap of faith would find few takers. Thus, this stock is likely to underperform in the medium term

mutantninjaturtl (76.44) Submitted: 2/6/2007 1:12:41 AM : Start Price: $35.92 ITMN Score: -66.84

Cawabonga!!!!

lanoush (69.80) Submitted: 1/12/2007 1:16:47 PM : Start Price: $32.20 ITMN Score: -64.88

ITMN's hep C product has a chance to become a standard treatment, alongside VRTX's product. Recently a quick test for Hep C was introduced and is being marketed to doctors. It could make it more common for Hep C testing to become a standard screen, since many who have it don't become symptomatic for 20 years. With drugs like Intermune's, the course of treatment is shorter than with Interferon, and doctors may be more wiling to prescribe to patients who are not yet symptomatic.

1crazystunt (38.11) Submitted: 12/27/2006 3:23:56 PM : Start Price: $30.17 ITMN Score: -62.57

They are on track and headed in the right direction

Nhymn (54.97) Submitted: 10/20/2006 12:09:00 PM : Start Price: $22.16 ITMN Score: -54.23

4 paws and a hoof ^
on this one. Biotech will outperform over the long haul! Hep C is the fastest growing epedemic we have in America today. Too many people have turned a blind eye to this disease on their way to fight HIV in Africa.

TMFBreakerBrian (99.77) Submitted: 9/6/2006 6:42:40 AM : Start Price: $16.63 ITMN Score: -46.24

As Vertex moves forward with their Hep-C protease inhibitor all biotechs in this space will experience rising share prices and Intermune will be one of them.

RBBioContest06 (54.27) Submitted: 5/31/2006 10:29:37 PM : Start Price: $15.85 ITMN Score: -43.33

Picked by lanoush

deckdawg (52.42) Submitted: 5/25/2006 1:33:13 PM : Start Price: $14.51 ITMN Score: -37.31

I'm copying off of Charly. That's OK, right?