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

To: Bob Swift who wrote (1671)	1/24/1999 12:30:00 PM
From: Epicenter	Read Replies (2) \| Respond to of 10280

Orlistat (Xenical) and Meridia Dear Bob: As you probably already know, the mechanism of action of these two drugs are completely different and it's possible that patients will try either one or both. Xenical is doing extremely well in Europe and in Austratlia/New Zealand so the demand is significant. Roche supposedly sent in a revised NDA last Monday (Xenical was associated with possible increased incidence of breast cancer, so they needed more safety data) and presumably, it is safe as far this issue is concerned based on a larger database. Another big issue in this area is that there is increasing evidence that these drugs may help with diabetics--if any of these drugs can get those indications, it would be a major plus. (I thought that stressing the long term buy was reasonable by RobertsonStevens with no real earning for another 2 years) Epicenter