SI
SI
discoversearch

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 -- Ignore unavailable to you. Want to Upgrade?


To: rkrw who wrote (3391)6/30/1999 1:19:00 AM
From: David Howe  Respond to of 10280
 
I believe that DAK's comment is appropriate. Not necessarily in regards to JNJ and Sepracor, but in regards to big pharma and big corporations in general. They will probably wait until the acquisition of SEPR is acretive to their earnings. Even if they have to pay 4 times as much.

Don, Thanks for the SSB full report. Much appreciated.

Dave



To: rkrw who wrote (3391)6/30/1999 6:45:00 AM
From: LLCF  Respond to of 10280
 
< I think you should ask yourself if the purported Barberich comments are real>

The message of my "spoof" has nothing to do with JNJ, the story I made up is true in boardrooms across America... the names were changed to protect the innocent. Only JNJ management knows if this is how they think. The longer big pharma sits on it's hands (especially in relation to SEPR) the better for shareholders in many cases. The attitude is changing as we speak (PNU-SUGN), but the need to satisfy Wall Streets "short term ism" [ie. make the numbers] is deeply rooted and won't change easily. My point is this makes no sense. The first to act will get the berries, the brain dead will do stupid deals at the tail end of this thing and get absolute crap at high prices [5 yrs from now?], simple. It happends in every merger mania in every business involved.

<Before you further spout off on the relative undervaluation of biotech>

Luckily for us biotech investors, little needs to be done before spouting off about this subject, or lumping SEPR in with that group. It is a beautiful, lovely fact right out there for all would be investors to see.

DAK