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Biotech / Medical : Sepracor-Looks very promising

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To: scaram(o)uche who wrote (2922)5/24/1999 8:57:00 AM
From: Biomaven  Read Replies (1) of 10280
 
I believe that Hopkins was involved at one point in the IgE research, so it wouldn't surprise me if they put out a release.

Let me address the issue of how significant reports like this one and the new "better than Prozac" antidepressant are to SEPR. Personally I believe they are much less significant than the issue of how the ICE will compete against the parent, particularly once the parent goes off patent and becomes a generic. (If you truly believe these are major breakthroughs that will have a dramatic effect on the markets for antihistamine and antidepressants, then you should be short SGP and LLY respectively).

Fortunately in both Prozac's and Claritin's case there are a few years of breathing room after the ICE is scheduled to be introduced before the generic version of the parents emerge. This should be enough time for SGP and LLY to apply their marketing might to create major new franchises in which SEPR will share.

Peter
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