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

To: billy d who wrote (897)	6/15/1998 12:23:00 PM
From: James Silverman	Respond to of 10280

Billy, The Patent interference with HMR has nothing to do with the rest of Sepracor's pipeline and as far as I know is the only Sepr patent under dispute. Both HMR and SEPR filed patents on Allegra for different indications although somewhat overlapping, which has led to the interference declaration from the PTO. Should HMR win the case, that merely means they proved that they were the first to discover, not that Sepracor's ICE compounds are non-patentable or easily overturned, quite the contrary. Regardless of what the market reaction is to a decision, I'd place Allegra royalties as nice but well behind Norastemizole, Levalbuterol and DCL royalties in order of importance. I don't believe a combo drug will speed the washout period. Enhanced efficacy, a broader market and the patent extension from the reformulation is probably what they are looking for. Jim