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

To: Ed Ajootian who wrote (2506)	4/22/1999 1:21:00 AM
From: Art Vandelay AIA	Respond to of 10280

You make some pretty good points. First of all regarding study updates SEPR will be announcing their Formeterol phase II results by the end of Q299. Claritan is at least 6 - 9 months ahead of schedule. I still hear NDA filing in 3q or 4q 99. The Nori timetable has changed due to the influence of J&J. I believe the product market share will reflect the added Phase III studies. Claritan is a formidable competitor, so it is necessary that the studies be comprehensive. If the goal was simply to prove efficacy and safety they could file an NDA today IMO. Allegra worked great. The patent interference is unique and still may prove to be a nonissue if SEPR wins. The ultimate SEPR project is when the original is pulled from the market. Propulsid will follow this same cycle. Since the Propulsid deal was signed 8 month after Claritan a Propulsid NDA filing within 8 months of Claritan will be very impressive. I still expect this scenario. This means that in the next 12 months I expect NDA's on Claritan, Propulsid, and Nori. My personal opinions are the following: Nori will rival Claritan in the fast growing antihistimine market. For what its worth I have owned SGP for over 15 years and truly understand the implications of this. Xoponex will sell very well. This is what got me into SEPR. A doctor friend of mine was at a presentation on Levalbuterol back in 1997 and immediately was convinced that this would be a homerun. IMO nothing has changed regarding those prospects. The rest is all gravy. Look at BGEN and IMNX. Market caps of $5 - 8 BB with only 1 to 2 meaningful drugs. HPPOLK