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Biotech / Medical : Sepracor-Looks very promising
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To: rkrw who wrote (9672)9/5/2006 12:33:49 PM
From: kenhott   of 10280
 
The approvable letter was issued May 06. Resubmission won't happen till 2Q07 so say May 07 which makes it one year. It will be 6 month review + a couple of months for this and that so earliest to market is ~Feb 08. When people listened to the May 06 approvable letter conference call, I am sure not many would have expected IR to take 21 months to market.

If it takes 21 months to get from letter to market for IR, how long would it take to get MR to market?

Trading NBIX is a money maker because people are confused. An example is I expect NBIX to partner IR and maybe MR together, but probably IR first with some language about the partner having an option, etc. etc. for MR. But no big pharma would touch it. So it would be someone like King. And I expect the stock to pop when that occurs. But the economics will be pretty sad and I would expect NBIX to keep that private. Sonata annualized sales is ~$100m. With Ambien and Sonata going generic between now and late 2008, what can anyone really expect from IR. Not much.
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