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Biotech / Medical : Sepracor-Looks very promising
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To: M. Ramle who wrote (2823)5/18/1999 12:10:00 PM
From: quidditch  Read Replies (1) of 10280
 
M--assume you mean to say that earnings estimates will have to be revised [to take into account revised contribution from Nori].

Is that to say that you didn't take management at their word concerning the J&J drop-out impact, i.e., that SEPR will be looking at 100% (less royalties to J&J) of the Nori earnings on a 50% reduced revenue base (to account for the fact that only SEPR will be marketing and not J&J's 250 co-promotion sales force) instead of 50% of the imputed larger revenue base? Or are you agreeing with Art's interpretation that the market has, in essence, discounted the Nori contribution to $0?

To M and thread: (maybe I've missed the implication from Friday on) but, aside from all the guessing as to what J&J's decision implies from its product assessment point of view (supposedly, nothing) and that its decision relates to the fact that it didn't want to launch an entire new product area (asthma/allergy) for which its present sales force is not experienced and would not leverage other products in the J&J portfolio, does its decision also represent an assessment as to the killer status of claritin, and therefore DCL. This holds great (positive) implications for us. But if so, what IS the business model/drug portfolio justification for Nori development? Any sense from anyone as to what demand for long-acting, non-sedating allergy medication might be? As an allergy sufferer who received de-sensitization shots for years, I would say that it's pretty significant.

Best regards. Steven
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