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Biotech / Medical : Sepracor-Looks very promising
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To: AJAG who wrote (1205)9/30/1998 7:33:00 AM
From: Ed Ajootian  Read Replies (1) of 10280
 
AJAG,

This Fortune article is the best telling of the SEPR story I've ever seen -- and I've seen quite a few, being a SEPR fan for the last 5 years.

The pirate analogy is an excellent one. Also, the author has an ability to describe tricky scientific stuff in a way that an untrained businessman can understand. Plus he finally cleared up the patent issues for me.

The method-of-use patents that SEPR has do not give it the right to _make any of those drugs subject to those patents until the underlying composition of matter patent expires. But the good part is that by having gotten the method-of-use patents _now, before the holder of the composition-of-matter patent did, SEPR is now in a position to prevent the holder of the composition-of-matter patent from using their drug in the way SEPR has patented.

This arrangement pretty much _forces the holder of composition-of-matter patent to deal with SEPR if there are either some bad side effects with the parent drug or they are looking for ways to beat the termination of the original composition-of-matter patent.

Interestingly, the article refers to approval of Xopenex in the past tense. This seems to be busting the FDA's balls if you ask me. Granted, the article is just this guy's opinion, but the FDA (and the rest of us) know that reporters are fed most of their factual info. for articles like this from the subject company.

Re: timetable for future news:

1) SEPR's 2nd quarter mail-out says they expected to get an IND filed for the improved version of Prozac (a $2.6 bill. drug) by today, to be followed by full-scale clinical trials. I would think this news would be good for 3 -- 4 points

2) The Lehman Bros. SEPR update does not expect Xopenex approval until November.

3) Lehman Bros. update calls for oxybutynin results in October. This is consistent with the SEPR 2nd quarter mail-out ("by the beginning of the fourth quarter".
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