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

To: Herc who wrote (3589)	8/14/1999 1:12:00 AM
From: John Metcalf	Respond to of 10280

> You poor saps are so in love with the stock because it made you some money that you won't listen to a REAL LIVE PRACTICING PHYSICIAN. Just because you know chemistry gives you some special insight into the drug industry.< Honest response here, Herc: 1) Physicians are not particularly renowned as astute investors. They have substantial incomes and are regarded as "fish" by the sharpers. 2) You keep missing the point that physicians can, and do, prescribe lots of new drugs that are not NCE's (new chemical entities). In addition to the me-too drugs, new formulations comprise easier dosing, or less frequent dosing, or dosing in preferred forms. Regardless of whether you would prescribe these, or whether you think they should be prescribed, they _are_ being prescribed. One of these is Allegra, which sells $500mm per year, and is patented by SEPR. SEPR will eventually get royalties on Allegra. It cannot be argued that Allegra is not a commercial success. It cannot be argued that "real live practicing physicians" do not prescribe it. One half billion dollars in annual sales would be on the other side of the argument. 3) Companies that have offered new forms of old drugs have been very successful. Look at long-term charts for Alza, Elan, Watson, Andrx. Do an SI search on "rkrw", who would have gotten you into all these investments long ago at very low prices. If you want to think forward, look at INHL, TKTX, and ALKS, and others. 4) If you are resistant to detailers, you might consider whether this is wise. You are buying, or prescribing, stuff from another set of detail men/women; perhaps because they don't get in your face. Is your decision based on any consideration other than irritation at the moment? You might want to count to ten mentally, and consider some issues like long-term diminution of lung function with Albuterol, or cardiac arhythmias, or sexual dysfunction, or aggravation of plaintiff bar-:) 5) If you are really a physician, why don't you present your problems with Sepracor in medical terms, perhaps with links to articles in scientific publications? Positive or negative, that input would be welcomed here.

To: Herc who wrote (3589)	8/14/1999 1:18:00 AM
From: aknahow	Respond to of 10280

You say, "And the alleged benefits were never there." If the benefits were there what would you say? Many people buy a name brand over the counter drug at 50% more than a house brand. In these cases the house brand has an identical formula.

To: Herc who wrote (3589)	8/14/1999 2:33:00 AM
From: rkrw	Read Replies (1) \| Respond to of 10280

You don't have to go to medical school to become an optometrist, do you? You're getting stale. Drunk or sober you spew out the same weak, mostly philosophical, case. I saw your link to oldergals.com, quite a site.

To: Herc who wrote (3589)	8/16/1999 6:24:00 AM
From: BMcV	Read Replies (2) \| Respond to of 10280

>>This company is offering generics with a difference, and there won't be enough difference to warrant a price premium.<< You are a fool. How can you call Allegra "a generic" of Seldane, given that the former avoids the potentially fatal cardiac effects of the latter? Have you ever heard of the FDA mandating a switch from the "name" brand to the the "generic", as they have done in the case of Seldane/Allegra? Several other drugs in SEPRs patent portfolio fit this model (norastemizole, norcisapride). Any one of them could justify the current market capitalization of the company.