Sepracor-Looks very promising Message Board

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Biotech / Medical : Sepracor-Looks very promising

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To: BMcV who wrote (1316)	10/24/1998 4:55:00 PM
From: Bob Swift	Read Replies (2) of 10280

May be next week we'll get a chance to buy some more at 60+/-. Long term the event I am most interested in is whether SEPR can successfully take over the Levalbuterol market to generate enough cash to build up its sales force to >1000 salesperson. If it fails to do so,SEPR will forever be getting 5-10% of each drug's sale at the most instead of selling them itself. If however, it can build up a sales force to match that of PFE etc, it will only take 2-3 of the billion dollar drugs to push the revenue to 5-6 billions. That would be equal to the big league pharms, e.g. MRK last years revenue was 6 billions, and SEPR will become a MRK or SGP. I think SEPR should talk to some generic drug companies that have a sales force but competiting in a me too market. May be SEPR can get a better deal working with them. Also, SEPR may want to takeover CELG which has a market cap of about 160 millions at present but good potential in some other chiral products.

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