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

To: M. Ramle who wrote (3372)	6/29/1999 1:20:00 PM
From: Don Miller	Respond to of 10280

Yes they are presenting today. I have not heard anything as yet. There is a schedule and a way to get automatic advance notice of meetings from IR at: corporate-ir.net An S3A was filed a few days ago.

To: M. Ramle who wrote (3372)	6/29/1999 2:05:00 PM
From: j_fir2	Read Replies (1) \| Respond to of 10280

Ok, I was at the investors'/analysts' meeting for the first hour and a half. Unfortunately I had to leave during the scientific presentation; I heard all of Southwell's. I am just hoping there is someone else from one of the threads there for the questions. Most of Southwell's description of the company's business you all already know. (Next time I'll skip the first hour. The food and service were superb however, if you can judge a company by their hospitality, they are a classy group. But then we already know that.) One thing I don't recall knowing is that (r)(r) fluoxetine, the single isomer of the active metabolite of Prozac (a seretonin reuptake inhibitor) is also a norepinephrine and dopamine reuptake inhibitor. In other words, it loses some of the irksome side effects (long washout, anxiety) but gains neuroactively as well. That would put it in the class with Meridia II, which they also indicated great excitement about. Excitement aside, they have the antihistamine market pretty well covered. Urology and then neurology are their other sectors, and they also referred to their method of reviewing compounds for NCEs. But there we stray quite far from what will make the stock price move. A bunch of overhead projections charted trial results. Allergies being what they are and exposure to allergens being a somewhat random occurrence, there actually is a sort of ragweed tunnel in use now. Brave allergic souls are sequestered in the tunnel and then showered with allergens. The FDA is finding this information useful and acceptable, and I think it was Zyrtec has such information indicated on the package insert. The nori data look good, nori's performance curve clearly was an improvement on Claritin and of course placebo. They want one more round of tests before they feel confident submitting the NDA. I just hope someone is covering the second half. best wishes, j'fir