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

To: Vector1 who wrote (1435)	11/17/1998 12:30:00 AM
From: M. Ramle	Respond to of 10280

Vector1: If I were in your place, I would NOT take anything this "David Maris "idiot character says into consideration. It is obvious that he has lost his credibility with his "Sell" recommendation for SEPR at the $60 range, to only see the price rocket to $79 1/4 within a few weeks. SEPR did the right thing by excluding such a brain-dead analyst from their conference call. By the way, he has also been recommending AZA for the longest time, and it is been just sitting there. Boy, SOME ANALYST. He should stick to T-Bills. Mazen

To: Vector1 who wrote (1435)	11/17/1998 12:31:00 AM
From: Bob Swift	Read Replies (1) \| Respond to of 10280

<<Any thoughts on his note.>> Yes, Ha Ha Ha Ha Ha Ha Ha Ha Ha Ha Ha !!!

To: Vector1 who wrote (1435)	11/17/1998 1:21:00 AM
From: David Howe	Respond to of 10280

I have never heard such rubbish. There is no way you can call the (S)- oxybutynin results disappointing. If you do, you just don't understand this industry. They should be adding this product to their earnings model not taking it out. Just the fact that it was in their earnings model before the results were out shows how incompetent this guy is. He says sell at 60 and it goes to 79. Yep, he was burned and will hammer home his pathetic opinion to anyone that will listen. I'm not listening. Maybe I should be shorting AZA. If these notes are any indication, this guys completely off his rocker. Dave

To: Vector1 who wrote (1435)	11/17/1998 9:06:00 AM
From: Biomaven	Read Replies (1) \| Respond to of 10280

V1, My take on this early data is that it is comparable to Detrol and better than straight oxy, but not as good as the numbers claimed by Alza for their time-release version. I view it as a viable drug, with the distinct possibility that a time-release version would be better than the Alza drug. From what I heard, SEPR has been beating the drums for ages saying that they didn't know if it was going to show efficacy at all. I certainly didn't hear that "the company had been encouraging enthusiasm in advance of the release." (S)-oxy is quite different from all their other single isomer drugs, in that the two isomers have different modes of action, not just different side effects. Thus Maris's attempt to say that the data "shows the risks of single isomer development" means that he either doesn't understand this, or he does understand it and he's just mad at the company. In general he seems more concerned with Alza than SEPR. Peter

To: Vector1 who wrote (1435)	11/17/1998 9:24:00 AM
From: BMcV	Respond to of 10280

Vector1 thanks for reprinting DM's opinions. Might explain the late day weakness in the stock. I think you said it all: "David Maris doesn't like this company". Since the data on Oxy suggest it is a viable commercial product, with some advantages over the parent, but not a potential blockbuster, the key will be marketing, which means finding an appropriate partner. Depending on who takes it and how good a sales job they do, this could produce meaningful revenues for SEPR or maybe not. To pretend at this stage of the game that anyone can forecast to the last dime the commerical future of this drug will be is nonsense. But if your job is to make nonsense plausible, that's what you do, I guess. DM did a pretty good job of it. Interesting that even though he obviously dislikes SEPR, he is still calling for earnings of $5.30 in 2001. If that's the bear case, I can live with that!