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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: IRWIN JAMES FRANKEL who wrote (8794)	7/3/2003 6:28:17 PM
From: Icebrg	Read Replies (2) \| Respond to of 52153

Relative valuations: NBIX vs. SEPR >>I would add that NBIX has less than the whole of Indipilon's value. I seem to recall others saying that NBIX's share of the net profits would be about half.>> Yes, that should be about right. But one can perhaps suggest that 50 % for NBIX might represent a higher dollarvalue than 100 % for SEPR. I suspect that for ESTORRA to become a run-away success, the product would have to be detailed all the way out to all the individual GPs. It will not be enough to convert and convince some specialists high up in the hierarchy. I would really like to see Sepracor partner ESTORRA. That would give them the firepower needed to use their supposed headstart in an effective way. And it would most probably put to rest once and for all the concerns about their debt situation. They should at least be able to collect as much in cash as Neurocrine did. Even if they will not be able to enjoy anything close to all the fringies that NBIX wrought out of Pfizer. Erik