nice action in SEPR this morning, up 1 17/32 on 140k shares at 47 19/32, bumping up against that magic 47 1/2 figure.
over the weekend talked with my brother who is a long-time ER doc who had some interesting things to say about SEPR.
a month or two ago he received a mailing from the company introducing themselves, explaining their business, and saying they'd be sending product info shortly. so it seems they have begun their marketing push well in advance of FDA approval. like to see that. i think Timothy Barberich is an excellent salesman. that at least is his background and focus.
second --i think there has been some discussion on this already-- albuterol is the first choice for emergency treatment, but longer term he feels it clearly causes problems.
third, he was quite impressed with a new single-isomer antibiotic Levaquin (sp?), the racemic version of which has long been on the market. what surprised him most was the much different spectrum the single-isomer variety addresses, since, as he put it, "it should really just be the same drug we've been using." i think this is a significant reaction and probably typical in the medical community. my brother has never liked SEPR because he viewed them as a generic-type firm that would make minor improvements to existing drugs and then pester the heck out of him with detailmen. how can the single-isomer act that much different from the racemic version since it's really just the same thing, minus the other isomer? now he's seeing the difference in his practice. and scratching his head. Levaquin has quite different indications and in some of the same is apparently more potent. but we've been using it all along. scratch, scratch. hmmmm.
levaquin is not a SEPR product, but it does serve validate SEPR's approach in single-isomers, just as Allegra has validated the active metabolite approach.
that compound A acts so much differently in the body than a mixture of A + A' is counterintuitive and the difficulty in making that leap may be responsible for much of the skepticism the company meets, or will meet in the medical community as it starts to sell its products.
that spells opportunity to me. |
