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

To: BMcV who wrote (4613)	10/23/2000 1:51:03 PM
From: IRWIN JAMES FRANKEL	Read Replies (1) \| Respond to of 10280

"my point was more that this board missed the significance of the patent extension issue completely" Was it the reduced patent coverage for Prozac that caused LLY to drop R-fluoxetine? As best I can tell, it was not. LLY dropped development of R-fluoxetine because of delays (need for studies on the low QTc) and marketing issues. The QTc of 10 ms, while clinically insignificant would require an additional two years to reach market. This delayed entry would make ramping up sales more difficult against the multi-mode drugs that will be on the market or coming about the same time. The interplay of time to market and poly-pharmacy would be especially difficult for LLY since their marketers would be introducing a new bimodal competing drug. So did we miss something? Yes. We missed the internal competing LLY product and the importance of poly-pharmacy to the relevant CNS market. Respectfully, ij