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Biotech / Medical : Sepracor-Looks very promising

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To: LLCF who wrote (4244)3/6/2000 2:41:00 PM
From: Biomaven  Read Replies (1) of 10280
 
David,

We also saw another asthma release from IMNX. If anything, it looked more promising than the DNA/Tanox product.

My take on these announcements is that they shouldn't have a huge impact on SEPR unless something really dramatic is discovered. They are likely to be principally steroid replacements/supplements, and probably won't have a huge impact on the growth rate for acute treatments. The SEPR pipeline basically depends on substituting for existing acute treatments by albuterol and the longer-lasting variants.

These new treatments are likely to be expensive and reserved mainly for the most serious cases. Xopenex is a broad-based, comparatively cheap drug.

Peter
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