Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: BMcV who wrote (1316)	10/23/1998 9:13:00 PM
From: John Metcalf	Read Replies (1) \| Respond to of 10280

In this case (losing $1.05 per share in Q3) I regard the price decline as positive. The company has made absolutely huge advances on a multiplicity of programs (and that's where the money went). They have a Levalbuterol sales force now, and ICE Prozac is going to clinicals, and they have a Propulsid deal, and S-Oxybutinin is near trial results, like Norastemizole, and and and.... The company is brazenly talking about a CNS franchise to go with the respiratory franchise. Some weak hands are being shaken loose, or are taking profits. This is a great deal for me as a long-term holder looking for more stock or cheaper calls. Sell, sell, sell!

To: BMcV who wrote (1316)	10/24/1998 4:55:00 PM
From: Bob Swift	Read Replies (2) \| Respond to of 10280

May be next week we'll get a chance to buy some more at 60+/-. Long term the event I am most interested in is whether SEPR can successfully take over the Levalbuterol market to generate enough cash to build up its sales force to >1000 salesperson. If it fails to do so,SEPR will forever be getting 5-10% of each drug's sale at the most instead of selling them itself. If however, it can build up a sales force to match that of PFE etc, it will only take 2-3 of the billion dollar drugs to push the revenue to 5-6 billions. That would be equal to the big league pharms, e.g. MRK last years revenue was 6 billions, and SEPR will become a MRK or SGP. I think SEPR should talk to some generic drug companies that have a sales force but competiting in a me too market. May be SEPR can get a better deal working with them. Also, SEPR may want to takeover CELG which has a market cap of about 160 millions at present but good potential in some other chiral products.