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Biotech / Medical : Sepracor-Looks very promising

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To: Ed Ajootian who wrote (1980)3/10/1999 12:09:00 AM
From: rkrw  Read Replies (3) of 10280
 
<<I disagree with Saks and IMO this is a negative development for SEPR. I believe the FTC could very easily find that this behavior is anti-competitive and force SEPR to deal with companies other than the maker of the parent drug. They will make less money dealing with anyone other than the maker of the parent drug.>>

The FTC hasn't done anything. They're investigating, so I'd call it potentially negative. On the flip side, if the FTC does nothing, or can't do anything, wouldn't this be positive in that a precedent would be set?
I think its tremendously premature to declare that the FTC could very easily nix this deal.
The FDA approves of and encourages chiral switches; plenty of other companies are working on their own chiral switches where they own the patents to their isomers; Prozac is now one of many SSRI's on the market so in the context of the entire market segment, LLY hardly has cornered the market, in fact their market share has been eroding; ICE Prozac will not block the introduction of generics-in fact Mylan is set to introduce the first upon patent expire. I guess we'll have to wait and see what the FTC concludes. Hopefully it won't take too long.
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