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Biotech / Medical : sgp(schering plough) -- Ignore unavailable to you. Want to Upgrade?

To: jbe who wrote (16)	10/22/1997 9:08:00 AM
From: Yaacov	Respond to of 117

jbe, I manage a family owned portfoligo in Switzeralnd. We have owned Schering Plough since it went public. SGP is 10% of our fixed protfolgio and we have done very well with SPG. Is a low key, priemier company, leam and mean. Regretfully most investors in the US don't know the company! Where Bristol Myere and Merck do 15 or less, SGP earning for the last quarter was 20. They are well managed and enjoy a better organized international operations. If your a grouth oriented investor, then you couldn't have latched on to a better investment. Kind regards, Yaacov

To: jbe who wrote (16)	12/11/1997 1:06:00 PM
From: JBruin	Read Replies (2) \| Respond to of 117

jbe, <What about prospects, etc.? Any ideas?> My opinion is that there are two major events that would have a significant impact on earnings estimates. The first is the Japan approval for Claritin (I'm not sure if you guys already covered this on the thread, I didn't read through all of them). Claritin has approx. 60-70% of the US antihistamine market and given the size of the Japanese market the impact on revenues/earnings would be sizeable. The second is the potential of the Sepracor DCL formulation of Claritin. If the tests of this "new and improved" Claritin go well, then SGP could effectively extend its patent expiration from 2004 to 2014. The possible launch of the DCL formulation would probably be 2001-2 but this assumes the tests go okay. Anybody other ideas? Comments?