Yesterday, Rule Breakers pick InterMune
Many investors are excited about ITMN-191, a HCV protease inhibitor compound, due to its similarity to Vertex's
InterMune plans on presenting the first human efficacy data from a phase 1 trial of ITMN-191 in the second half of this year. Investors won't have to wait that long for more information about the market potential of ITMN-191, though. Vertex and Schering-Plough
Early stage drug development is strange in that good clinical trial data for its competitors can also be good news for InterMune, since success with Vertex's or Schering's compounds validate InterMune's drug target. The time to parse the data to see which compound has the best efficacy, safety, and dosing profile will come in the not-too-distant future once ITMN-191 human clinical study data starts to come out. Right now, though, InterMune shareholders should be rooting for positive data from Vertex and Schering over the weekend.
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Fool contributor Brian Lawler owns shares of InterMune but no other company mentioned in this article. The Fool has a disclosure policy.