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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (6750)6/10/1999 9:13:00 PM
From: biowa  Respond to of 9719
 
Peter,

I agree wholeheartedly that SEPR has quite a few chips in play in the antihistamine field, and if the next generation antihistamines that SEPR owns roylaties on are SIGNIFICANTLY better than the current ones (after they go generic), then that's a big payout. Otherwise, we'll stay with the cheaper generics. Once again, we come down to the problem that they have to be demonstrably better, IMO.

biowa


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