Sepracor-Looks very promising Message Board

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Biotech / Medical : Sepracor-Looks very promising

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To: tom pope who wrote (10251)	1/17/2009 2:47:11 PM
From: Biotech Jim	Read Replies (2) of 10280

Tom- I went to Adrian Adams' presentation at the JPMorgan Healthcare conference. He gave a pretty good general presentation on the company and pipeline. Based on what I thought I saw on the pipeline and the respective products and phases in development, it does not seem that the company website is up to date. He showed a combo product consisting of Lunesta with an antidepressant if I saw the slide correctly? I am not too optimistic of that approach if my impression of the slide was correct. Overall they do have a very good pipeline, and Adams put some of his own skin in the game at around $20/share. Other things in the pipe of interest include the GABA-A receptor alpha2/3 agonist for anxiety, the reuptake inhibitors, and a "new" Lunesta-like molecule for sleep disorders. Their pain pipeline seems to be interesting, and I await preclinical animal model disclosure to help me create my opinion. They really have not discussed much if any of their early pipeline. Also, they do much of their research in China. They do have a pretty full pipeline, and the cash to work through the trials. Since Adams was at the helm of Kos when they were sold to ABT, I could easily see a repeat perfromance of that in a couple of years out. In fact, I am talking myself into picking up a few more shares. It looks like it has bottomed here, and recently the stock price crossed the 50 day average. The anti-epileptic could be the nearest term driver. On another related note, while at the conference I was standing near a Bloomberg terminal where there were about 5 European analysts/investors and they were talking about upping their holdings. Good thing I know a bit of German... BJ

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