Sepracor-Looks very promising Message Board

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Biotech / Medical : Sepracor-Looks very promising

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To: quidditch who wrote (3039)	5/26/1999 6:37:00 PM
From: quidditch	Read Replies (2) of 10280

Spoke to one of the associates of one of the analysts on the Street who has a SB on SEPR. Perhaps surprisingly, or not, he had not heard of the IgE drug in phase III trials. He listened intently to my description/synopsis of the JHMC press release and perked up specifically when I mentioned that this drug is given by injection. His conclusion, based primarily on the injection inconvenience, cost etc., is that this should not pose much of an issue for SEPR: "Oral is King", was his mantra. FWIW Our conversation moved on to related topics, the swoon in the months before June. J&J, Maris (same poop as on this thread), FDA letter and, in a new (to me) note, the Lynn 2001 earnings revision downward in late April (?) where he reduced EPS for that year from c. $5.40 to $0.39. He had heard that a lot of the selling was coming from MSDW. Earnings being pushed out seems to have been the central theme. Regards. Liacos_samui

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