Sepracor-Looks very promising Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Sepracor-Looks very promising

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: jeffbas who wrote (3094)	5/28/1999 10:49:00 AM
From: Biomaven	Read Replies (1) of 10280

Jeffrey, If you look at SEPR's timeline for NDA's you will see that there is a steady stream of new drugs scheduled for at least the eight years (assuming the schedule doesn't get speeded up by licensing agreements with the existing patent holders). There simply isn't going to be the precipitous drop that you see in Bob's worst case figures. Further, if you really believe that Claritin II and Prozac II sales are going to rapidly dwindle to nothing once the generics enter the picture, then I can think of no better investment than to be short SGP and LLY, as these are far and away their most important products. I think we will see some erosion in market share and pricing, but they will both still remain very significant drugs. Peter

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next