InterMune's A Strong Buy As Esbriet Finally Has The Data Physicians, Patients, And FDA Have Longed For
- Recent publication of the Ascend trial has put to rest the question of Esbriet (pirfenidone)’s efficacy in IPF.
- A physician survey indicated that 75% of pulmonologists would prescribe Esbriet’s over nintedanib indicating it will likely become standard of care driven by safety and mortality benefit.
- Investors are still underestimating pricing power and penetration in the US market.
- I believe that InterMune will be taken out for a significant premium still before the launch of Esbriet in the US.