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

To: M. Ramle who wrote (4347)	4/13/2000 11:25:00 AM
From: Thomas M.	Respond to of 10280

He posted on SI a few hours ago: Member 863789

To: M. Ramle who wrote (4347)	4/13/2000 12:25:00 PM
From: Biomaven	Read Replies (1) \| Respond to of 10280

Hi Mazen - Yes, I'm still around, still holding pretty much all my SEPR. This news certainly is a relief - as I had posted, I didn't think the FTC had much of a case, but you never can tell with bureaucrats, particularly in an election year in which drug companies are going to be under political attack. The FTC case hurt not just the stock price - it undoubtedly gave other pharmas second thoughts about striking deals with SEPR. In terms of deals that might be waiting in the wings, here are the list of candidates listed as "franchise management candidates" in the latest SEPR presentation: Zyban/Wellbutrin Pantozol Zofran Serzone Norvasc Prevacid Serevent Effexor The biggy here would be Norvasc. Zyban seemed to get downplayed in the latest 10-K (as did Sporanox, which is also not on the above list). Prevacid and Pantozol will likely wait to see how the Prilosec ICE does. I suppose that Cardura could also fall into this category, although it's not on the list. (SEPR could go it alone here if they want). Our ride up and down again happened pretty much without SEPR-specific news - stock just moving in sympathy with the biotechs and Nasdaq. Ultimately the stock will be driven by SEPR-specific news, and on this front I remain optimistic. Peter