E***X
发帖数: 885 | 1 Sell on news tomorrow?
Waterfall on rejection tomorrow?
Another leg up after approval tomorrow?
1. EXECUTIVE SUMMARY
1.1 Conclusions and Recommendations
InterMune, Inc. has proposed Esbriet® (pirfenidone) capsule for “the
treatment of patients with
idiopathic pulmonary fibrosis (IPF) to reduce decline in lung function.”
The information for the
proposed use of pirfenidone 2403 mg/d in IPF patients consists of the
efficacy and safety data
collected from Study 004 and Study 006.
Based on my co | c****x
发帖数: 127 | 2
I believe the 60% run on Friday has already priced in the positive panel
review. So there is no more upside left only downside. It can go back to
low teens if there is no unanimous vote tomorrow.
【在 E***X 的大作中提到】
: Sell on news tomorrow?
: Waterfall on rejection tomorrow?
: Another leg up after approval tomorrow?
: 1. EXECUTIVE SUMMARY
: 1.1 Conclusions and Recommendations
: InterMune, Inc. has proposed Esbriet® (pirfenidone) capsule for “the
: treatment of patients with
: idiopathic pulmonary fibrosis (IPF) to reduce decline in lung function.”
: The information for the
: proposed use of pirfenidone 2403 mg/d in IPF patients consists of the
| E***X
发帖数: 885 | 3 Agree, I estimate the upside to be another $4 possible due to short squeeze
if it is approved. If no good news, I think it will fall but should find
support around $7.5-10. | r******o
发帖数: 1530 | 4 I have long exposure, but I'm waiting for the vol to go down, the near term
vol is 400% now, which is ridiculous...
Tomorrow if ITMN stays above $10, and vol goes down, I make money. |
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