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Biotech / Medical : Sepracor-Looks very promising

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To: Ed Ajootian who wrote (1138)9/9/1998 12:45:00 AM
From: M. Ramle  Read Replies (2) of 10280
 
Ed:

Unfortunately, I totally disagree with your over-valuation forecast for SEPR. Keep in mind that with all the products in their pipeline, along with the launch of Levalbuterol very shortly, and coupled with Allegra-D, Claritin-D and possibly Hissmanal, this company is gearing up for a major revenue build-up. This is NOT counting any possible joint-venture with Lilly or others for Prozac Isomer. Having said that and knowing that WallStreet is a discounting mechanism for future earnings, I would estimate IMHO that SEPR hasn't even begun it's ascend towards the $200 by year 2001.

If you want to see over-valuation, just look at Amazon.com (which I am getting very close to short the hell out of), Yahoo & possibly Dell.

Good Luck

Mazen
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