Sepracor-Looks very promising Message Board

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Biotech / Medical : Sepracor-Looks very promising

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To: chirodoc who wrote (1178)	9/18/1998 8:17:00 AM
From: BMcV	Read Replies (1) of 10280

>>if sepr loses the uniqueness of their chiral purification process, do they have enough science and management to develop newer drugs through their own internal development process?<< Probably, but no more than 10,000 other companies. But I think you are getting ahead of yourself. By the time the current business plan plays out--bringing their existing patented compounds to market independently or through partners--Sepracor could be a $20 billion company, with all the options open to a firm of that size. Today's story will take 10-15 years to unfold. Why worry about what happens after that? As Peter Suzman pointed out, certainly the market doesn't think that far ahead. The risk that concerns me is that when one or the other of the products in their portfolio fails to develop it will cause temporary weakness in the stock. Remember that not all SEPR's plans have panned out. There is r-ketoprofen, that Bayer decided was not worth biting on; there are the problems with the Allegra patents. Overall, the business plan shows incredible acumen and promise. But there will be bumps on the way.

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