Sepracor-Looks very promising Message Board

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Biotech / Medical : Sepracor-Looks very promising

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To: rkrw who wrote (2795)	5/17/1999 1:10:00 PM
From: quidditch	Read Replies (1) of 10280

rkrw, Peter: Jist of single digit royalty conforms to my interpretation generally. TB at first dodged the question altogether but finally threw Lynd (MS) a bone when he was the second analyst to pose the question, which went something like this: "In our revised modeling, would be far off if we assumed a 5% royalty to J&J?" TB: "I can't answer that question [pause]...but that estimate would not be too far off the mark." Not verbatim, but fairly close. TB also went out of his way, twice I think, to stress that J&J's IPR was essential to either acquire or license before SEPR could develop Nori. As to share price in reaction to CC, SEPR is now wounded twice over: the fall from the 130's to 80 in the pharma downdraft and then an imperfect recovery not nearly back to what we would have hoped before the second bow in the quiver, thanks to J&J. Today's market is not helping either. I think that general market conditions will now have more of an impact on SEPR than any time in the last 18 months. I think that we have to expect that the recovery will be slow and probably erratic .Going to buy more today or tomorrow. Regards. Steven

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