Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: hm who wrote (4560)	10/4/2000 9:54:19 PM
From: Biomaven	Read Replies (1) \| Respond to of 10280

I would guess the 10 products being referred to are: xopenex norastemizole s-oxybutynin r-formoterol +zopiclone +desmethylzopiclone +desmethylsibutramine -desmethylsibutramine (urology and CNS - counts as 2) s-doxazosin (cardura) (The self-marketed products that seem to have fallen by the wayside are the ketoprofen, Zyban and Effexor ICE's.) Still to enter their mid-term pipeline, I would guess their Risperdal ICE - hydroxy risperidone. The 10 drugs all fall into the three SEPR areas of concentration - respiratory, urology and CNS. To even barely effectively market all of these on their own they would need a sales force of at least a few thousand. One possibility is that they will sign some co-promotion deals, preferably across multiple products. They could also continue with the "rent a sales force" approach of using QTRN's Innovex. Finally there is your "buy a sales force" approach (but not much in the way of obvious candidates that I see) or a "sideways" merger with one of the few remaining mini-pharmas like AZA or FRX. (Although FRX has the serious problem of an antidepressant overlap). Peter