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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?


To: jeffbas who wrote (7057)9/14/1999 10:31:00 AM
From: Biomaven  Read Replies (1) | Respond to of 9719
 
Jeffrey,

SEPR has actually tracked the pharmas pretty closely for the past 60 days. In fact it has done better than the DRG index, which is down nearly 15% whereas SEPR is flat.

There is lots of potential good news waiting in the wings at SEPR. (Of course there may also be some lurking bad news we don't know about as well). Examples are the possible end of the FTC probe into Prozac II, the SGP filing of a NDA for Claritin II, the results of the bigger Xopenex study, another NDA filing or two by SEPR itself, another partnership announcement, etc. All these could potentially happen before year-end.

Peter