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Biotech / Medical : Sepracor-Looks very promising
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To: Mike McFarland who wrote (3088)5/27/1999 7:55:00 PM
From: Bob Swift  Read Replies (1) of 10280
 
Mike,
The key here is whether consumers are going to pay up on improvement or not if the original drug is good enough to get by. The blockbuster are those ICE that replaces parents that have demonstrated (even if rare) serious side effect. The problem with assuming ICE will take over the higher end of the market is that no one really know if that will pan out and people overreacted by assuming it is a total loss when some doubt surfaces.
My worst case suggest even if SEPR only takes the lower end of the market, it is more than justify the current price.
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