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Biotech / Medical : Sepracor-Looks very promising

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To: j_fir2 who wrote (1845)2/25/1999 9:52:00 PM
From: David Howe  Read Replies (1) of 10280
 
So what market will the ICEs get? That is a good question.

I'd say that with Allegra it took 100% of Seldane's market. Why? Because the FDA took Seldane off the market once a comparable drug was available that didn't have the dangerous side effects that Seldane did. This could happen with many of the products, we'll see.

Xopenex, from what I've heard, it could take 100% of the market (isn't that what Southwell said, he's the CFO by the way, not the CEO).

Prozac, wouldn't a patient want the "improved Prozac" not a generic replacement of the old Prozac.

It is difficult to predict. Each situation is different. Because SEPR has so few shares outstanding, ANY share of the market has a huge impact on their share price.

Also, the market as a whole is growing. The population is getting older. More and more drugs are sold each year. 1/2 of the future market for each of these products could very well equal 100% of today's market.

Long SEPR, I'm sure you figured that out <g>

Dave

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