VD's Model Portfolio & Discussion Thread Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : VD's Model Portfolio & Discussion Thread

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Rocketman who started this subject	9/23/2000 11:19:27 AM
From: Don Miller	of 9719

FYI, ML is reporting that Allegra was approved in Japan. Amazing thing is Seldane is still being used in all places, Japan. This is a post from the SEPR club, provided by a respected member. Re: Japan approval srr501 9/22/00 5:36 pm From todays ML research online. "Aventis announced that Allegra has been approved in Japan, which is ahead of our expectations. sepr receives royalties on the product , so this bodes well for Sepr. For now, our estimates and ratings are unchanged. this is good news for the stock in terms of sentiment." Royalties are in the high single digits and he understands Aventis will launch the product early next year. Seldane is marketed in Japan and may be removed from the market when Allegra is launched. If that is true Allegra has an opportunity to capture sales(about 100 million) quickly. Royalty assumtions are 4 million for 2000 climbing to $40 million in 2004(not including Japan). Desloratine could be approved by Oct. 21. R.R fluxetine could be filed late next year. "Perhaps most importantly, an NDA for norestemizole should be filed by year end...we believe that Sepr could announce a marketing partner in the next 6-12 months."

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next