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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Joan Osland Graffius who wrote (90081)	3/7/2001 12:42:51 AM
From: Thomas M.	Respond to of 132070

Schering's problem is with manufacturing other drugs. Because of this, the FDA is holding up the approval of the Schering/SEPR drug. The drug is a cinch to be approved, the question is mostly about labeling. They want this drug to be perceived as better than the current crop, because generic competition is coming. SEPR also had a partnership with JNJ, which JNJ decided to end. It was probably because of management changes at JNJ, i.e. the new guys didn't want to get into antihistamines. But, it may not have been that. Pharmas are secretive. Another negative is that SEPR's asthma drug is slow to gain market share. Another negative is that a significant part of SEPR's pipeline is aimed at the antihistamine market, which is crowded and has encroaching generic competition. The question becomes, at what price are all these negatives factored in? If you are interested in this stock, the Yahoo Club is really good. Those guys know way too much about SEPR for their own good. -g- Tom