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

To: John Metcalf who wrote (1320)	10/26/1998 1:06:00 AM
From: Bob Swift	Respond to of 10280

I agree with both you and Peter that perhaps I was too over reaching. I also agree for isomers that have nothing but patent extension value, it is perhaps best to go with the existing sales avenues. For others that have obvious verifiable advantage over the racemers, SEPR should definitely go it alone. Even if they succeed in only one drug, it would be equal to 20 drugs at 5% royalty. Levalbuterol is a step in the right direction. In terms of managing a large team of sales. It would be impossible at this moment but hey, this management has been doing everything right all along. It certainly is impressive getting from running columns in the lab to where they are today. When (alright, Peter, if and when) SEPR earns as much as AMGN, it will mean 20 bucks per share and that translates into $500 a share at a P/E of 25. I can live with that, at least for the short term.