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Biotech / Medical : Sepracor-Looks very promising -- Ignore unavailable to you. Want to Upgrade?

To: David Howe who wrote (3238)	6/7/1999 6:41:00 PM
From: Bob Swift	Read Replies (1) \| Respond to of 10280

At this point, it makes more sense to burn the money in marketing than more clinical test on the remaining ICEs. Earlier this year when SEPR raked in 400 millions, the emphysis was on DISOVERING VALUE of the 20 or so ICEs by going all out on clinical trials and animal studies etc. However, with a couple of proven ICE now in hand (according to the data xopenex and Noriastemizole) perhaps SEPR should immediately shift gear and spend the rest of the money in heavily marketing the winners. When the cash flow become steady, SEPR can go back to push the other ICE discovery program. Otherwise, money is burnt, more ICE is proven but SEPR will have no money left to promote them. As such ,SEPR will likely find itself at the short ends and still be at the mercy of the marketing muscle of the giants earning a single digit return.

To: David Howe who wrote (3238)	6/7/1999 8:26:00 PM
From: IRWIN JAMES FRANKEL	Respond to of 10280

At your request: A few notes ijfrankel (49/M/St. Louis, Mo) 06/07/1999 05:08 pm EDT I listened to the Informed Investor conference today. Southwell did the presenting. Most of the content is well known to us. Here are some of the more noteworthy items: Market for all forms of albuterol $1.5 Billion Market to which R-formoterol will compete $1.0 B SGP will file NDA for New claritin this year and launch sales 2000 New version of Zyrtec may eliminate sedation effect Propulsid is a $1 billion drug even though it is the third choice of therapy. It is third due to cardiac problems. The new propulsid should eliminate the side effects and make it a bigger drug. Prozac has a 6 week washout period. New P may wash out in less than one week. The New Meridia (an isomer of a metabolite) sounds BIG! Has 3 modes of action. Reuptake inhibitor of seratonin, dopamine and noreprine(sp) Should have 13 drugs on the market by 2002. Xopenex has had substantial success with formularies. They do not have meaningful sales data yet on Xopenex. Nebulized form of rescue meds is the fastest growing segment. It will be three years before Xopenex is available in the demand inhaler. While SEPR is burning $120 million per year in drug development, if partners expenditures are counted over $500 million is being spent per year on SEPR drugs. They are still getting new patents, with 26 more in 1998. ij