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

To: BMcV who wrote (1054)	7/27/1998 10:25:00 PM
From: Ed Ajootian	Respond to of 10280

Bruce, You've touched on exactly the same theme that is starting to bug me about this stock. In investing the "sizzle" always sells higher than the steak itself, as your examples demonstrate. So we've got to figure out at what point the reality will set in. It could be postponed until the end of the year but I suspect that it will be here earlier than that on this stock. We will be getting the first drug approved soon and that will cause a bunch of folks to bolt. One thing SEPR still has going for it though is that there is still plenty of sizzle to go, even after the steak will have been brought out on the table. In any event, enjoy the B-B-Que folks!

To: BMcV who wrote (1054)	7/28/1998 9:47:00 PM
From: John R. Sashko	Read Replies (1) \| Respond to of 10280

Why are you referring to SEPR as a Biotech company. It is not. Biotech companies are involved with proteins(hormones,interferon,recombinant dna vaccines,etc). SEPR is an emerging pharmaceutical company. They are involved with molecules(isomers, active metabolites). Big difference. SEPR is a much lower risk investment than any biotech company. They take blockbuster, FDA approved drugs and increase their efficacy and decrease their side effects. I agree that the volatility in the stock could be compared to a biotech company in the past. I believe those days are over. Otherwise, there is no comparison.