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


To: scaram(o)uche who wrote (10728)3/1/2004 4:17:27 AM
From: Robohogs  Respond to of 52153
 
See my note on SEPR board but JPM is out over night pounding the table on SEPR with a price target of $57. They see very strong outcome here with delay of 3-6 months in launch but very strong label overcoming delay - drop 2004 revs to stocking number, and raise 2006 substantially (50%). Think drug could be 25% share of $4 mkt eventually - seems to assume PFE will win marketing battle. Says label is very much superior to Ambien.

Jon