Sepracor-Looks very promising Message Board

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Biotech / Medical : Sepracor-Looks very promising

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To: David Howe who wrote (2490)	4/21/1999 3:35:00 PM
From: Biomaven	of 10280

David, My view is that in some cases you've been significantly too aggressive on what % of the market the new drug will get. For example, on pantoprozole and lansoprazole, my guess is that the improvement will not be that significant over the original drug, and that the generics will get a big chunk of the market, causing considerable price erosion. I would guess you've been too aggressive on Prozac as well, but I'm less sure of this. On the other hand, I would assume that the norcisapride and Meridia markets, for example, would actually be significantly bigger than the parent drugs. On another positive note, the ICE window is clearly not yet closed - 28 new patents last year, and the $1m in patent costs for the latest quarter likely indicates they are still going full steam ahead. On a different issue, I've been hearing that Maris's claims of being locked out of conference calls and contacts with the company are questionable. So my earlier "some fault on both sides" comment may well have been incorrect. Peter

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