Bazer,
Always great to hear from folks that would be in a position to have a first-hand opinion on this stuff. I agree, this news could light a fire under this thing. The stock didn't move up any more than it did on Thursday since a lot of the fund managers had already bolted for the Holiday and none of the analysts were around I bet either. You watch, this week will see each of the analysts weigh in with reiterations of their "buy" recommendations, raising of price targets, etc., etc.
But just for kicks I'd like to resurrect a counterpoint to levalburol's potential, as expressed by a pulmonoligist named Dan Root that posted a series of msgs. here about 9 months ago. Below is an excerpt from his first post, #482. Would be interested in your thoughts:
"The levalbuterol is another issue. So far, as a pulmonologist, what I have seen will not make me change my prescription habits in the hospital, as the toxicity profile of albuterol is really not that bad and it is a fraction of the cost of what levalbuterol will be. Now, on the outpatient scene, a MDI with levalbuterol may be a benifit, as the duration of action is better than albuterol, with a rapid onset. However, falling inbetween the short and long acting beta aonists, it might have some difficulty finding a niche. If it is marketed well, it has a hope of capturing a decent market share.
I think that the drugs that will make this company fly are its own antihistamine drugs. A good nonsedating antihistamine is good for 300 million (allegra) to over a billion a year(claritin). If SEPR's compounds are really as effective or better, then, they could easily have a multi hundred million dollar drug. This is still 2 years away.
I restate that this stock will see great volitility until that time.
Next time that it is in the low 20's, I am going to pick some up. Dan"
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Wonder if this guy is still waiting for SEPR to get back to the low 20's! |
