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Biotech / Medical : Sepracor-Looks very promising

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To: simpleton_one12 who wrote (9982)3/20/2007 6:21:13 PM
From: rkrw  Read Replies (1) of 10280
 
I think it comes down to

* lunesta sales not getting the traction hoped for in light of aggressive marketing
* xopenex pricing concerns
* xopenex generics risk(I expect patents to be upheld)
* Worries about ambien going generic in a couple of months
* new drug brovana not given much credit, would be a big bonus if it sells well
* price may have been inflated from takeover expectations.

But on the bright side they'll have a new and imo better suited ceo starting in 5 months. They have a huge sales force and a lot of potential to leverage it. They've never done an inlicense and have done nothing ex-US. So there should be room for improvement.
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