Sepracor-Looks very promising Message Board

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Biotech / Medical : Sepracor-Looks very promising

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To: BMcV who wrote (2789)	5/17/1999 9:52:00 AM
From: BMcV	Read Replies (1) of 10280

CC went very well. Everyone should listen to the replay starting today at noon, 1-800-475-6701 x 450450. A couple of points: SEPR's additional expense for Nori from JNJ's departure will be about $12.5 million this year and a little less next year, an amount they felt they could easily absorb. Second, originally, both JNJ and SEPR were to dedicate 250 salespeople to the Nori effort. SEPR -- if they do not partner -- still intends to field the same force; they said that 100% of half the revenues will in effect mean the same to them as 50% of twice the revenues. In other words, they claim this change won't affect them. I think this is putting the best face on the situation. They also said that without JNJ or another major partner, their strategy would clearly be different, ie developing a niche drug for their respiratory sales force to offer, instead of using mass marketing (estimated cost of $500 million to establish a $1 billion brand). This last answer was elicted by old friend David Maris. TB called it "insightful". Generally, the analysts seemed to accept the explanation that JNJ just doesn't have the presence in respiratory therapeutics to make Nori a part of their plans.

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