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

To: Spekulatius who wrote (4351)	4/20/2000 2:37:00 AM
From: John Metcalf	Respond to of 10280

Speculum -- what pharmaceutical company has products patented beyond 2015? Can you name one? Sepracor has Versicor developing new products. If you're looking for a patent that would significantly extend the franchise, you're looking too soon. An NCE, filed today, would only entend SEPR's exclusivity by two years over the products they have today. What threat to SEPR's future do you perceive? Can you offer an explanation why Sepracor is not in a better position than Lilly, Merck, Pfizer, Aventis, AHP, Pharmacia, Roche, Novartis, Schering-Plough, etc.?

To: Spekulatius who wrote (4351)	4/20/2000 7:41:00 AM
From: rkrw	Respond to of 10280

As an investor I think its early to worry about post 2015. Factor in line extensions and delivery enhancements and their patent base could run a few years longer. Remarkably, the company has continued to file ICE patents, so maybe their ICE strategy will have longer legs than people think. Should they wish to move in an acquisition or inlicense strategy they certainly have the financial strength and flexibility to do so. Meanwhile, they've been working on novel drugs but its too early to say what kind of success they'll have in their efforts. I don't think their continuing success is dependent upon it at this point.

To: Spekulatius who wrote (4351)	4/20/2000 8:39:00 PM
From: Harold Engstrom	Read Replies (1) \| Respond to of 10280

Spekulatius, if you were looking to get some hackles up and provoke a discussion, then it might work! Not sure if your complaint is that Sepracor needs NCEs as well as ICEs, or that patent protection for their patents only lasts as long as they last (just like patents belonging to everyone else). I guess the latter has already been addressed, and actually the former has as well - earlier on the thread.... But the short answer to the former concern is that Sepracor does have a number of NCEs in the pipeline that look extraordinarily promising. But, as the previous couple of posts point out, it is a little early to start talking them up: the average ICE leaves a smoke trail on its way to market in a blazing 3 years; the average NCE moves like drying paint and takes a more traditional 10 year development to market time. When you get a moment, you should cruise over to Sepracor's website and look at their powerpoint presentation images - especially those that show what is expected to emerge from the pipeline over the next few years. It is probably not inconceivable that Sepracor would go shopping for companies or in-licensing candidates, especially as revenues and positive cash flow builds. I know of no biotech or pharmaceutical companies that do not pursue this strategy when they become profitable or are flush with cash.