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Biotech / Medical : Sepracor-Looks very promising
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To: John R. Sashko who wrote (1056)7/29/1998 12:08:00 AM
From: John Metcalf  Read Replies (1) of 10280
 
Hello, John R. The _old_ biotechs used to be involved with proteins. The early successes, like GNE and Amgen, grabbed easy therapeutic proteins.

And then -- a thousand companies set out to emulate AMGN, with very few successes. They found that there is more to disease than just adding a recombinant protein to a recumbent human being.

Modern biotechs work on understanding disease processes at a molecular level. Sepracor filled an easy niche in chiral enantiomers and active metabolites, and developed a technology to separate and produce them. You can't deny that their approach is molecular. In fact, it's sub-molecular.

The old "protein-in-search-of-an-indication" biotechs are disappearing. In this regard, I suggest that you read Richard Harmon. You'll find lots of his opinions here on SI and also on Microsoft Investor.

Cheers!
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