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

To: BMcV who wrote (3823)	10/27/1999 9:57:00 AM
From: BMcV	Read Replies (3) \| Respond to of 10280

Anyone else find the market reaction to the Desloratadine NDA excessively muted? A couple of years ago, when the Schering/SEPR agreement was announced, there was concern that Schering intended to bury the product, to eliminate a possible competitor with their $5 million payment. That is obviously not the case. SGP instead made the drug an immediate priority, putting in through four trials, which apparently showed results good enough to support the current NDA. And baring some ill-founded and mis-guided FTC investigation, there is no reason not to assume the drug will be on the market in no more than one year from now. We all know Claritin is a huge drug and SGP is a fantastic marketing firm, so it seems fair to expect a great product launch. And the royalty deal is favorable to SEPR. So what's there not to like? So, since I believe stocks eventually find their real value, I expect SEPR to gradually climb as the meaning of this news sinks in. Or can anyone think of some plausible reason to doubt the Claritin switch story at this point?