Sepracor-Looks very promising Message Board

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Biotech / Medical : Sepracor-Looks very promising

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To: wolfdog2 who wrote (2750)	5/14/1999 2:56:00 PM
From: Art Vandelay AIA	Read Replies (1) of 10280

The issues: 1 - The project is not dead. SEPR will be doing this alone and will pay a royalty to J&J. SEPR is still on the planned development track, and have been paying for development themselves, so there's no cash effect. 2 - The data on Nori development is not the reason for this - it's strategic. J&J is just not a player in the respiratory area, and they're restructuring. So rather than have J&J build the sales force, now SEPR will. 3 - All development and intellectual property reverts to SEPR. 4 - The fact that SEPR is going to pay a royalty to J&J, to me, implies a level of cooperation. What that will mean remains to be seen. Truthfully, I'm not selling a single share. I do not believe this is a reflection on other projects, and I look forward to SEPR growing their sales force in the respiratory area. They needed to anyway, since they will soon own the category, and they need a sales force to be able to negotiate on future deals or to take other products to market on their own as well. I know that some will see this as a negative, but for those of us holding long term, this should not phase us. Have a nice weekend.

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