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

To: David Howe who wrote (3673)9/7/1999 12:37:00 PM
From: Biomaven  Read Replies (1) | Respond to of 10280
 
Dave,

SEPR will receive at least $40 million per year once the US royalties start to roll in.

That's higher than the company seems to be projecting, which may mean that the US royalties are lower than people have been projecting.

One overall comment on your numbers is the issue of competition from generics. A good example are the proton pump blockers like Prevacid - it's not clear to me that the advantages of the ICE's in this area will be enough to provide substantial pricing premium over the generics.

Peter




To: David Howe who wrote (3673)9/7/1999 1:21:00 PM
From: PDL  Read Replies (1) | Respond to of 10280
 
I remember a wonderful quote that goes "All models are wrong. But some models are useful."

We all recognize the enormous number of uncertainties and imponderables in a model such as yours, but it puts a stake in the ground and the company will start filling in the blanks in the coming months and years. This is a great tool -- and again, I appreciate your effort and willingness to share it.

Best regards,

Pete


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