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Biotech / Medical : Sepracor-Looks very promising

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To: David Howe who wrote (1302)10/14/1998 3:15:00 PM
From: M. Ramle  Read Replies (1) of 10280
 
David:

I share your concerns regarding the possibility of any litigation if Lilly so chooses, but let's us not forget that the main threat to Lilly is not all contained in the SEPR camp but rather in the generic-drug Manufacturers who are strongly gearing up to bring their own anti-depressant products to market when Lilly's Prozac patent expires.

In addition, other major Pharmaceutical companies (such as Merck, Glaxo-Wellcome, etc.) are literally racing to bring their new anti-depressant drugs to market as well.

Therefore, having to choose between all evils in this situation, I personally believe that Lilly is best off siding with SEPR in a joint-venture agreement. SEPR is actually playing their game with a very impressive and straight POKER face.

GOOD LUCK.

Mazen
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