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Biotech / Medical : Sepracor-Looks very promising -- Ignore unavailable to you. Want to Upgrade?

To: Rocky9 who wrote (7303)	1/22/2004 8:27:33 AM
From: rkrw	Read Replies (2) \| Respond to of 10280

R&D strategy is changing. It was low hanging fruit, est markets with marketable improvements e.g. xopenex, soltara, estorra, arformoterol; now going after unest Rx markets such as restless leg, sleep apnea, muscle spasm and spasticity. Very different strategy. Does this indicate sepr sees the ice market as played out? Using ICE's to go after indications used off label today? Rocky, I'm not sure I agree that ex-estorra sepr would be worth much less than today in a buyout. They have tremendous cash flow from xopenex and royalties alone. Has there ever been another bio with >$300M in gross margin that still managed to lose $135M? Add in the xopenex MDI, slash costs and sepr could sell for >today imo.