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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Gary L. Kepler who wrote (6629)	4/29/1999 9:52:00 AM
From: Biomaven	Read Replies (1) \| Respond to of 9719

I'm still very confident on SEPR for the long-term, but a little cautious in the short-term. The combination of a weak pharma sector (and this is the sector that SEPR now moves with), the FTC murmuring about Prozac and the realization (driven home by the FDA letter) that it's one thing to get an approved drug, but it's another to get the FDA to agree that it really is better, has caused some FUD, and it's not clear when this will dispel. I think Xopenex will sell well despite the fuss, and I wouldn't be surprised to see some new deals (maybe Sporanox with J&J?). The Allegra interference remains an uncertainty. I'd be a buyer on any further weakness. Peter