Sepracor-Looks very promising Message Board

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Biotech / Medical : Sepracor-Looks very promising

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To: Sleepman who wrote (207)	7/9/1997 8:49:00 PM
From: James Silverman	of 10280

Levalbuterol needs to be looked at as having separate and distinct markets. Nebulizers are a very niche product and SEPR should be able to handle marketing inhouse. Given branded drugs 90% margins it seems wise to keep Levalbut for themselves in niche forms where a small sales force can handle the sales and they keep all the profits. Niche products would include nebulizers, tablets and syrup. Recall each of these markets is dominated by generics so the big pharma competition is not there. I dont see it as so risky to tackle this themselves as they are piecing together an experienced sales force. This is how they are trying to maximize shareholder value. For mass marketed versions: MDI's, drypowder inhalers, SEPR has been very clear they intend to either license the drug outright or create a co-marketing agreement. I would imagine it would be best suited for big pharma and big pharma money. Since the NDA filings for these versions wont be ready for at least a year they have plenty of time to negotiate the best possible deal for themselves.

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