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

To: fred hayes who wrote (9134)	1/4/2006 11:31:24 AM
From: quidditch	Read Replies (1) \| Respond to of 10280

Wasn't it you who announced to the threads that you were back in NBIX at $38 or so? I was thinking the same to add at that time, but didn't. How could I say you are wrong? (:- Agree that the pipe looks nice, although I've been waiting forever (well, two or three years) for the GnRH candidate to move along a bit more quickly. quid

To: fred hayes who wrote (9134)	1/9/2006 1:15:46 PM
From: rkrw	Read Replies (2) \| Respond to of 10280

Fred, Here are my questions. Why does the world need another gaba? Will most people pay 100/Rx after ambien is generic? From what I've seen, ambien CR is basically a joke, as the difference vs ambien is marginal at best. I don't think there's a ton of difference between, A, CR, I and L. I'm skeptical that pfe can push indiplon to even 2B in sales. I also wonder about all these other gaba's under development, nrgn, arna. I think the market opportunity for newcomer straight gaba's, single indication of sleep is going to shrink or even become not economically viable when considering the spend required. And there's a shrinking pool of possible partners. I think nbix struck too good of a deal with pfe for pfe to afford to pay 34% in net royalties out. If pfe is going to give it 100%, I think they have to buy nbix, take a few B of that cash and pull them in. And lastly, the data in somaxon's phase II looked competitive. If it works just as well or close, I'd take 10 cents over 3 dollars :-) I'm going to try to get my hands on an rx next time I see my dr.

To: fred hayes who wrote (9134)	1/19/2006 5:50:28 AM
From: sammaster	Read Replies (1) \| Respond to of 10280

only a small portion of people with chronic sleep problems tells their doctor about it and even a smaller portion use meds for this... with direct to consumer advertising i think more people will feel that it is "ok" to take a medicine to help you sleep... also sleep disorders increase with age and with the boomers coming.... not to mention the even larger population with acute/short term sleep disorders from stress, etc...