Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: paulmcg0 who wrote (3645)	8/31/1999 8:31:00 AM
From: Harold Engstrom	Respond to of 10280

Paul, this company cannot be distilled down to its balance sheet. For example, the debt you see is convertible and instead of being debt will instead account for some modest dilution in the future. I have traded SEPR a few times because it is so volatile and will likely continue to be until they are profitable. But, I like the company so far: they have brought drugs through to approval. They have shown that their approach works: they can develop safer and more effective isomers and bring them to market. Those are the toughest hurdles. The questions now are: how well will they sell their products? and how good is their pipeline? The answer to the latter question appears to be "very good". I don't have an answer for the former. Personally, I think this company could explode in the next 2-3 years.