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


To: rkrw who wrote (7341)2/2/2004 4:44:12 PM
From: Sidney Street  Respond to of 10280
 
Interesting to see David Saks quoted; before he started his fund he covered SEPR at Gruntal. I wonder how much, if any, SEPR he holds in his fund.



To: rkrw who wrote (7341)2/4/2004 7:58:51 PM
From: Sleepman  Read Replies (1) | Respond to of 10280
 
It is a different class of drug, and they may compete for the limited dollars for treatment per patient, but really they are complementary.
Spiriva is a longer acting medicine like Atrovent.
Currently, Atrovent and albuterol are marketed by Boehringer as Combivent. This is used four times daily.
In the longer run, I see Boehringer teaming up with a long acting beta agonist like arfometerol for a similar once daily product.