SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Sepracor-Looks very promising -- Ignore unavailable to you. Want to Upgrade?


To: Biomaven who wrote (2380)4/16/1999 2:44:00 PM
From: M. Ramle  Read Replies (1) | Respond to of 10280
 
Peter:

Thanks for the info. Now that we have seen the price come down so sharply lately, what is your overall take on where the expectation of future SEPR's labeling on their other drugs go from here ??? Thanks.

Mazen



To: Biomaven who wrote (2380)4/16/1999 2:58:00 PM
From: j_fir2  Read Replies (1) | Respond to of 10280
 
Well, now we know they have a bold PR department at SEPR.

This must explain the second dip after the approval dip. People knew about this and didn't post to this board? The nerve.

Peter, looking forward to your response to Mazen. And thanks so much to sniffing that letter out.

j'fir



To: Biomaven who wrote (2380)4/16/1999 3:20:00 PM
From: AgFinder  Respond to of 10280
 
Thanks Peter...
finally a decent explanation for the Xopenex drop back. I guess now that the rumor is finally news, we should be able to get back to growth on a DCF basis. I'm looking forward to script progress nevetheless.

Ag.



To: Biomaven who wrote (2380)4/16/1999 3:27:00 PM
From: BMcV  Read Replies (2) | Respond to of 10280
 
Thanks for the link, Peter, but I'm not convinced that it has anything to do with the price action. Lots of the recent leaders are correcting viciously now. Take look at EMC, new high last week at 135, down 10 yesterday, another 9 today, and we're trading at 106. Or Pfizer, or Biogen. It's always tempting to try to find news to explain stock movements, but sometimes technicals take over. Or market trends. JMO.



To: Biomaven who wrote (2380)4/16/1999 3:38:00 PM
From: quidditch  Read Replies (1) | Respond to of 10280
 
Peter: Thanks for the DD. I am an SEC practitioner and know nothing of the custom and practice inside the FDA. Absent a closing of the positions of the agency and SEPR through correspondence invited (demanded) by the examiner, will the existence of this letter and the (according to the FDA's perspective) unwarranted, aggressive posture taken by the Company influence the course of future approvals/labeling discussions?
Reading the letter naked, without the results from the trial (except as included in the examiner's letter), it would seem that SEPR took some liberties based on a "fair" read of results. For SEPR's initial independently developed and marketed drug, I wonder if management will rethink its orientation. Regards. Liacos_samui