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Biotech / Medical : Biotech Valuation
CRSP 55.26+1.2%3:59 PM EST
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To: Crossy who wrote (5811)3/7/2002 9:36:30 AM
From: Biomaven  Read Replies (3) of 52153
 
Long term SEPR is worth more than $21, but they are going to have to re-jigger their whole sales, marketing and financial strategy, which were all centered around Soltara.

IJ's model had Soltara contributing about 20% of SEPR's present value, but the impact goes somewhat deeper than that because of the change in overall strategy that this failure will likely force.

There are still plenty of good drugs in SEPR's pipeline, and of course Xopenex nearly justifies the present market cap on its own. But the market is going to be pretty skeptical about the company until they can get some more drugs approved.

Peter
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