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

To: BMcV who wrote (1787)	2/19/1999 8:26:00 PM
From: AJAG	Read Replies (1) \| Respond to of 10280

Note to Bruce McVicar- What difference would a split at this time make? The company has a market value of 3.2 billion dollars. Amgen has a market value of 34 billion. Amgen has current sales of drugs of about 2.5 billion, basically two biggies. Amgen does not have much in its pipeline that is very visible,except NESP (the next generation version of EPO). Amgen will face competition on NESP with the Johnson & Johnson-Alkermes drug collaboration. We have proof of principle on SEPR's technology with Allegra (replacement for Seldane). SEPR has cut great deals with J&J for Propulsid and Hismanal, Schering Plough for Claritin II, and other deals are in the works. The company is about to roll out its athsma drug, which could replace a generic drug with annual sales of 1.5 billion. On national TV today, the CEO said the company has patent rights on 40 versions of improved best-selling drugs. Not all of these projects have to pan out before SEPR gets compared to AMGN. All we need is some time and proper execution of the business plan. REPEAT- Stock splits are for speculators and momentum investors.