SI
SI
discoversearch

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 : Sepracor-Looks very promising

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Spekulatius who wrote (4351)4/20/2000 8:39:00 PM
From: Harold Engstrom  Read Replies (1) of 10280
 
Spekulatius, if you were looking to get some hackles up and provoke a discussion, then it might work!

Not sure if your complaint is that Sepracor needs NCEs as well as ICEs, or that patent protection for their patents only lasts as long as they last (just like patents belonging to everyone else). I guess the latter has already been addressed, and actually the former has as well - earlier on the thread.... But the short answer to the former concern is that Sepracor does have a number of NCEs in the pipeline that look extraordinarily promising. But, as the previous couple of posts point out, it is a little early to start talking them up: the average ICE leaves a smoke trail on its way to market in a blazing 3 years; the average NCE moves like drying paint and takes a more traditional 10 year development to market time. When you get a moment, you should cruise over to Sepracor's website and look at their powerpoint presentation images - especially those that show what is expected to emerge from the pipeline over the next few years.

It is probably not inconceivable that Sepracor would go shopping for companies or in-licensing candidates, especially as revenues and positive cash flow builds. I know of no biotech or pharmaceutical companies that do not pursue this strategy when they become profitable or are flush with cash.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext