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

To: dave g who wrote (1762)	2/18/1999 5:41:00 PM
From: Exponent	Respond to of 10280

With the internuts' hands tied (read: unsustainable rallies, at least in the short term) some speculative money flow is likely to enter alternative growth opportunities, SEPR certainly qualifying. With even a relatively high discount rate on a CAPM model, the projected EPS when sector-adjusted to the high multiples that the more mature drug stocks command, quite easily justifies a market cap of the $10 billion area, more than twice SEPR's current. I like this stock short, medium and well, maybe we won't have to wait for the long-term.

To: dave g who wrote (1762)	2/18/1999 5:45:00 PM
From: billy d	Read Replies (1) \| Respond to of 10280

Dave, I agree that SEPR's niche is quite a bit different then developing new drugs but there have been a few things that haven't worked. When I first bought this stock they had a collaboration with Bayer to work on aspirin and I believe it was to take the side effects out of it that cause irritation to the stomach. Bayer dropped it and to my knowledge it was never persued any further by SEPR. They also were doing work with Andrx Corp on Allegra to extend it to a once a day drug. That seems to have fallen by the wayside. Can anyone elaborate more on these partnerships? Maybe there is something I am missing. Don't misunderstand me. This is one awesome company. Its just the projections by Southwell make me a bit nervous but up to now its hard to argue with the companies strategy. This is why I feel that the lab work up to now must look pretty damn good.JMHO