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Biotech / Medical : Neurocrine Biosciences (NBIX) -- Ignore unavailable to you. Want to Upgrade?

To: Miljenko Zuanic who wrote (1140)	6/8/2003 5:08:44 PM
From: Icebrg	Read Replies (2) \| Respond to of 1834

Miljenko. >>I see very, very slim chance that FDA will reject Indiplon>> Agreed. Perhaps it is - as Dr. Harry indicated on the CEPH-board - a corporate obligation for development stage biotechs (and some of the other as well) to help themselves when conditions are right, regardless if they know how they are going to use the money or not. One never knows when the window will open next time. A Provigil-ESTORRA combination would be nice to see. It would solve problems for both companies. Sepracor would get their funding situation under control and Cephalon a perfect complementary product to sell in parallel with Provigil. If Cephalon gets their label expansion they may even allow Sepracor to co-promote. (These are large markets). We will see if the egos on both sides will be able to arrive to an agreement. But ESTORRA will not come cheap. My concern with Sepracor/Estorra has always been that SEPR will be having problems getting up to speed fast enough, once ESTORRA has been approved. Once Pfizer arrives at the scene SEPR will risk being swamped out, unless they have already managed to establish themselves firmly. And they will only have about a year or so to do that. Erik