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


To: BMcV who wrote (2387)4/16/1999 3:41:00 PM
From: Biomaven  Respond to of 10280
 
Bruce,

I can't say I really disagree, but it's always more comforting to have the illusion that stock movements are explicable, if not predictable. <G>

BTW, the letter was dated March 26, but was first posted at the FDA web site on April 14.

Incidentally, there's another similar letter to Alza, relating to Ditropan XL. It complains that the marketing material doesn't reveal that the people in the trial were already known to respond to oxybutynin-type drugs. This actually explains something that has puzzled me - just why Ditropan XL's results looked so good. Knowing this makes SEPR's own oxybutynin trials that much more impressive in comparison.

Here's the AZA warning letter:

fda.gov

Peter



To: BMcV who wrote (2387)4/16/1999 8:58:00 PM
From: Epicenter  Read Replies (1) | Respond to of 10280
 
I tend to agree with Bruce's viewpoint. If this board didn't know the details of labeling, I can't imagine the full-time Wall Street types to be so up-to-date or comprehending. Even if they did, the sell-side analysts will tend to minimize it and the buy-side analysts simply are not sophisticated enough in most cases, I think.

Epicenter