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To: reaper who wrote (154913)	3/7/2002 1:33:08 PM
From: LLCF	Read Replies (1) \| Respond to of 436258

<EDIT -- you're long Cubist, yes? Nice move today. > Yes... but sold it now :) <So DAK, you're LONG Sepracor now? > Yes, below $20 :) I only know what's over here and on the SEPR thread, I've followed the company on and off for years: Message 17163817 I'll sell some of it in the high 20's. dAK

To: reaper who wrote (154913)	3/8/2002 12:49:00 AM
From: Spekulatius	Respond to of 436258

As far as i know, the bio-guys don't follow Shire. I agree that its fairly low risk at current valuations and i put some of my own bucks in this stock. The biotech guys are more the high risk - high reward style investors - their scientific and drug business knowledge is the best, IMHO. SEPR at current valuation (2B$ including cash - debt) is risky but look at the market size of their drugs (Xonopex, Claritin an Allegra). Most importantly, SEPR management has been honest in the past. Soltera still has a better than 50% chance of approval and has demonstrated "best of class" efficacy so it could be a blockbuster.