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

To: jayhawk969 who wrote (7383)	2/28/2004 2:56:42 PM
From: Biomaven	Read Replies (1) \| Respond to of 10280

I can't argue that the company will be a very attractive acquisition target in a year or so. What always amazed me that there wasn't any pharma (or even large biotech) that was willing to look past their next several quarters earnings reports and snaffle up SEPR when the stock was in the low single digits. If Sanofi fails at munching Aventis, then SEPR might be another entree for it into the US market, albeit on a smaller scale. (The same is true for the other European pharma - e.g, Merck KG). Aside from the pharma, SEPR and FRX will be the only companies with a general (non-niche) US sales force. Peter

To: jayhawk969 who wrote (7383)	2/28/2004 4:05:45 PM
From: Rocky9	Read Replies (2) \| Respond to of 10280

I go the other direction. Approval make sale of the company LESS likely. I think that the stock will go too high to be attractive to another company - at least until it turns profitable (still aways away). Plus management has been pointing to the day that it will be a real company. By hiring all the sales people, it will be adding huge overhead, and make it a very expensive proposition for a prospective buyer. If approval had not come, the company is a one-product company (counting the MDI with Xopenex). The stock would have hammered, and management would have had little or no flexibility with R&D. It would have sold. Of course, only time will tell. I sure hope that I am right that the market will price it as too expensive. JMO.