Sepracor-Looks very promising Message Board

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Biotech / Medical : Sepracor-Looks very promising

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To: Michael Young who wrote (3130)	6/1/1999 1:43:00 PM
From: Biomaven	Read Replies (2) of 10280

Mike, Normally I'd agree with you on the red flag, but in this case I just think it's a personal spat. As I said in my previous post, Maris is certainly not now being excluded from calls, and may never have been. Maris was the new analyst on the block, and he downgraded SEPR way before the top. On Zyrtec, the deal does not include the US. Here's the relationship with PFE, from the PFE 10-K: ZYRTEC is licensed to us by the Belgian company, UCB S.A., for sales in the U.S. and Canada. We copromote ZYRTEC in the U.S. with a subsidiary of UCB S.A. Be nice if the deal is followed up by a US deal - the patent life for the original is longer here, so there's not the same degree of urgency. I wonder if PFE has a veto on a US deal? May not matter, since UCB probably wouldn't want to move in the US without PFE. I guess UCB must have been conducting trials in Europe on this ICE without all the patent rights. Conceivably it was a case of disputed rights that got settled amicably. Peter

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