SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Sepracor-Looks very promising
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: BMcV who wrote (2781)5/15/1999 1:34:00 PM
From: Bob Swift  Read Replies (1) of 10280
 
So much fixation on this one drug which has a market of 100 millions.

IMHO, some people are throwing the baby out with the water. SEPR is not a one trick pony, it has 22 drugs in development. The worst case is that Nori is better but not significantly better than the parental drug and JNJ decide not to put its resources to push it in competition with SGP. Then it is a matter of shifting the R&D money to something else with more potential. However, as SEPR will continue the Ph3 trial, I doubt if the data are negative.

Concerning DCL, if we doubt the desire and ability of SGP to bring the isomer to market, we should start shorting SGP now. 25% of the whole company's profit is a lot for SGP to defend. SGP will bring the isomer to market sooner rather than later and SEPR will enjoy a 6 % of a 3 billion drug = $ 180 million/year in the next few years. That is $4 a share assuming 40 million shares fully diluted. For all we know, SGP might just take up Nori as a hedge, or simply to wipe out competition.
The data on prozac 2 so far are decidedly positive and remember 25% of the profit of Lilly is at stake,too. In comparision. Nori, a $100 million drug will not make or break JNJ.

I also remember The CEO and CFO said at the conference call last time that Norcispride is doing much better than they have expected. That is a home run in the making.

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News