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: Biomaven who wrote (9030)	11/21/2005 4:06:30 PM
From: Iamarangerboy	Read Replies (1) \| Respond to of 10280

know this may be premature, but are the most recent scrips run rate out yet

To: Biomaven who wrote (9030)	11/22/2005 8:37:48 AM
From: kenhott	Read Replies (1) \| Respond to of 10280

Aformoterol (A) neub is going to be a small product. I would be surprised if it gets anywhere near $300m as suggested by SEPR. The future fight is for the handheld combo beta+steriod market, assuming A gets there. I am not suggesting a registration trial but a marketing trial (and not neub vs. inhaler). It does not have to be centered on all facts but instead be reasonably positioned for marketability. The FDA may find it lacking and not change the label but the FDA is not buying the marketed product. Once published and in print, it should be a valuable tool against GSK. Of course this is assuming that A is indeed a once a day product, etc. etc. A neub approval is really important not for its sales potential but what it would tell about the characteristics of the molecule. I have always been a big believer in Aformoterol. But of course I could be wrong.