Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: BMcV who wrote (7305)	1/22/2004 9:27:59 AM
From: BMcV	Respond to of 10280

BTW, I came to SEPR through an interest in chiral chemistry and of course looked at CELG too. It seemed to me then that they were too narrow in their efforts. SEPR seemed to be using the technology much more imaginatively. So far, at least, the results are not there: finance.yahoo.com

To: BMcV who wrote (7305)	1/22/2004 10:03:22 AM
From: rkrw	Read Replies (1) \| Respond to of 10280

Why would they change? estorra fails or underperforms and they'll get rewarded. Maybe they'll reprice options again, or just dole out another round of 500K options packages. There's no accountability, never has. On the call I did sense sepr backing off their expectation of a tier I review. A big difference between frx and sepr; frx would project a tier II review and an early 05 launch; sepr a tier I and a mid year 2004 launch. Sepr has a higher r&d budget than FRX, a company with a market cap 8X sepr. I don't think this is a good thing. FRX has outperformed sepr by 4.5X since sepr ipo'd in 1991.