Sepracor-Looks very promising Message Board

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Biotech / Medical : Sepracor-Looks very promising

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To: Herc who wrote (3522)	7/30/1999 10:03:00 PM
From: BMcV	Read Replies (1) of 10280

One problem is that your comparables are in a different business. SEPR is not a process/platform company, though it was, historically, and still has some ambitions in that area. That is not a great business, given the intense competition and the limited markets for high throughput screening machines and so forth. In contrast, SEPR's potential markets are huge and ubiquitous: allergies, asthma, heart-burn, depression. They have several candidates in each of those areas, any one of which could turn into a blockbuster. Take a look at Immunex, or the $4 billion J&J just shelled out for Centocor, to get an idea what one big drug is worth. >>Are you all in love with the stock?<< At this point, I'd say it's more a love/hate thing.

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