Sepracor-Looks very promising Message Board

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Biotech / Medical : Sepracor-Looks very promising

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To: Ed Ajootian who wrote (1322)	10/26/1998 7:56:00 AM
From: BMcV	Read Replies (1) of 10280

Thanks Ed, Lots of good news in your report, (Claritin DCL a year ahead, coherent antihistamine strategy). I really like this though: "Southwell thinks Nori can be a billion $$ drug by '03. This would mean $250 mm gross margin to SEPR (assuming a 50% GM %). That's about $7 per fully-diluted share, for the mathematically challenged. Southwell thinks the analysts are undervaluing SEPR since they are only going out to '02 in their models and then discounting back ---- whereas the real fireworks aren't until '03." Picture the VL reports in 2001-3, when SEPR's earnings are doubling every year, what kind of multiple will the stock have then? And guess what -- that's not that far away!

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