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

To: M. Ramle who wrote (937)	6/24/1998 9:20:00 PM
From: Biomaven	Respond to of 10280

Mazen, It certainly is possible that the relative weakness shown by SEPR recently is because somebody knows something that we don't - e.g., a delay on levalbuterol, or the nori results being less than expected. However, it is equally likely that the weakness is just some fund bailing or a misguided short-seller thinking that a billion $ market cap and no earnings for a few years was a sure-fire recipe for a short sale. The truth is there is no way for us to know right now which of these is happening. Sure we might be blindsided by some nasty development - that's why one should diversify. I agree that one should always look at one's investments skeptically. Right now I see nothing objective outside the stock's performance to give me any cause for concern. We are up around 10% since the recent bottom and that lends support to the theory that the fundamental story is intact. If you want to see a _real_ tank, take a look at PCOP today or ARQL over the last few months. (I think both are good long-term buys at these prices, but who knows if they've bottomed yet.) Peter

To: M. Ramle who wrote (937)	6/25/1998 9:33:00 PM
From: Bob Swift	Read Replies (1) \| Respond to of 10280

Mazen, Some smart ass once said, "I made money in the market by sitting and do nothing". It is certainly difficult to just sit tight.I have lost enough money getting all worked up watching my Quotrek to stop day trading. My personal reading of SEPR price movement is that it follows the market on bad days. Sure we all know it is a great company a couple of years down the road but the wait is long and the market could go down between now and then. At present, it has a better chance going down than up substantially because it has gone up so much recently. The Japanese situation could get worse and in fact the dollar has already move up against the yen. It is no laughing matter and we can easily visit 37-38 again. I have been buying more, a little at a time but I have stopped these few days simply because there is nothing to drive SEPR higher any time soon and the chance it may dip again is real. If you are anxious, why not let go of a small percent of you SEPR holdings to lessen the margin (if you use margin) so you sleep better.