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

To: IRWIN JAMES FRANKEL who wrote (3750)	10/7/1999 8:58:00 AM
From: Biomaven	Read Replies (1) \| Respond to of 10280

ij, I follow GLIA pretty closely - perhaps more accurately, I follow Rick Harmon closely and he follows GLIA very closely. <g> This was another example where the shorts got the letter ahead of the public - it was first disclosed on the Yahoo thread. Company only made a disclosure ("we are working closely with the FDA ...") when the news had already pretty much broken and the stock was down sharply. I think companies haven't adjusted to the internet age, where bad news needs to be confronted much earlier, instead of the old style of keeping quiet and hoping it would be resolved by the time that people find out about it. On GLIA itself, I think it is a buy at these levels, but not for the faint of heart. I own a little and added a little more yesterday. They are basically profitable based on their spinal surgery anti-adhesion sales, and have a nice neuro pipeline, as well as anti-adhesion products for other areas. Risk right now is that they won't get the FDA squared away before they run out of stockpile - looks to me like this was largely a manufacturing paperwork issue. People's confidence in management is somewhat shaken, as they feel management wasn't upfront with them about this problem. Ther have been some active GLIA shorts on Yahoo for a few months. I think they probably just got lucky here, but don't know for sure. (Maybe they just were smart and very well-informed). Peter

To: IRWIN JAMES FRANKEL who wrote (3750)	10/7/1999 12:48:00 PM
From: Biomaven	Read Replies (1) \| Respond to of 10280

ij, Someone suggested I give the info about the asthma support group, so that people who have tried Xopenex successfully can post their experiences there. It's the Usenet group alt.support.asthma and you can read and post on it either using a newsreader or using the deja news web site: deja.com The latter site also allows you to search most current and historical Usenet postings - that way you can see the existing posts that refer to Xopenex. Caution: Usenet groups don't take kindly to people trying to sell them things, so posts by enthusiastic SEPR investors with only a theoretical knowledge of Xopenex will not go down well. <g> Feel free to repost this info on yahoo/yahoo club. Peter