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

To: Bob Swift who wrote (2408)	4/17/1999 7:27:00 PM
From: wolfdog2	Read Replies (1) \| Respond to of 10280

Bob, I'm sure the directors selling didn't help. But I think that the decline in the stock price was more a case of reality catching up with the stock. Sure SEPR has a full pipeline of interesting products, but the company won't be profitable for some time and is in fact incurring huge quarterly losses. Unless you consider a ~$30 million loss in the last quarter small. What's more the company has not as yet demonstrated that they can field a sales force capable of selling Xopenex or anything else. In addition, while it seems fairly certain that the company will have some big winners, it may also have some disappoints as well. I know most on this board think the next move is up for the stock. However, if the market weakens, it wouldn't surprise me to see most of the run from the $50-$60 level erased.

To: Bob Swift who wrote (2408)	4/17/1999 11:07:00 PM
From: quidditch	Read Replies (4) \| Respond to of 10280

I have been as rattled as anyone by this steep trip back down to these levels, although I did add a little bit in the low 100's and 90's and, for the first time ever, bought some leaps. It is not pleasant when the regulatory oversight with negative implications that Peter dug up comes out of left field. But, long term, I believe in their science, their business model and their pipeline. Hopefully management is talented and smart enough to leverage their SEPR's strategic strengths. As I posted once before, a major challenge is, with the proceeds of the convert added to WC, and the prospect of significant royalties from HMR, J&J, Lilly and others, not to pour capital into what can be the sieve of marketing expense for their own drugs. I guess another issue, as someone on this thread, I believe, mentioned is the potential change in pharmaceutical companies' way of doing business if the genome segment of the sector takes off and bypasses the need for "therapeutic" drugs, as opposed to gene-altering preventative drugs. Have a good weekend. Regards. Liacos_samui