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

To: Ed Ajootian who wrote (4259)	3/8/2000 11:13:00 PM
From: John Metcalf	Respond to of 10280

Ed, you did miss a few things. The convertible financing was announced and has been indexed on Yahoo! The dozen abstracts which have been presented at Asthma and Allergy Conf have been available on the web for three weeks. IMHO, that's why the (short-lived) sell on the news. Best regards and thanks for your solid opinions over the years.

To: Ed Ajootian who wrote (4259)	3/9/2000 2:02:00 AM
From: tommysdad	Read Replies (1) \| Respond to of 10280

When a company has a market cap of $100 million, abstracts from meetings are material events. When a company has a market cap of $6.7 billion, they aren't. SEPR seems to be trying to transition from "biotech" to "pharma"; not putting out a press release every time one of their scientists presents or publishes is consistent with that transition. CRA & HGSI (for example) haven't figured that one out, IMO. That's (one reason) why I believe SEPR's market cap is sustainable.