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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: MarkR37 who wrote (33632)	10/23/2000 7:34:24 PM
From: substancep	Respond to of 54805

Dale, Resolution of enantiomers is NOT a discontinuous innovation! There are many ways to to accomplish this objective and they are simple techniques that we use daily. With respect to Prozac, I would suggest looking into Merck's pipeline. Substance P antagonists could soon seriously erode the market share SSRI's currently enjoy for the treatment of depression. Again, IMHO, there is no Gorilla Game to be played in "biotech" although Voop (?) did a pretty good job trying to can PCR into the GG way of analysis. P

To: MarkR37 who wrote (33632)	10/23/2000 8:19:29 PM
From: BDR	Respond to of 54805

<<This is my largest holding and the only one that reminds me of a Gorilla in the biotech area. Needless to say, I did not have a great week.>> Ouch! My condolences. The discontinuity is supposed to be in the technology not the stock price. <<How about taking existing drugs and splitting the isomer and then patenting the side that provides the benefit.>> I see two problems with Sepracor's strategy. One is that not all drugs will conveniently segregate all the benefits to one stereoisomer and the side effects to the other. The second is that I am sure the main drug houses are going to catch one to this game and patent everything to do with every drug they develop in the future which will put an end to upstarts like SEPR. Nevertheless they should have enough in the pipeline to keep development going for several more years. I wish you well.