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Biotech / Medical : Sepracor-Looks very promising
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To: Biomaven who wrote (2809)5/17/1999 10:09:00 PM
From: David Howe  Read Replies (1) of 10280
 
<< However if you can demonstrate comparable efficacy with an improved side effect or dosage profile you can still dominate. A good example is Ranitidine(Zantac) vs. Cimetidine - here a (somewhat) better side-effect profile for Zantac served to nearly wipe out the already entrenched Tagamet, despite a pricing disadvantage. >>

I agree with this statement. It's interesting to me that the market seems to be severely discounting the possibility that Sepracor's ICEs will be successful.

If you look at the product pipeline, the likelihood of success and the market cap of Sepracor at this time, something doesn't add up. The stock market looks like it thinks that Sepracor's products will have minimal market penetration. You use the word 'dominate'. The market thinks that the products will be losers. For this stock to be much much higher, the products don't have to dominate, they just have to be players.

I think the market is very confused.

Dave
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