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

To: JOEBT1 who wrote (2768)5/14/1999 4:56:00 PM
From: Biomaven  Read Replies (1) | Respond to of 10280
 
JOEBT1:

I think each ICE stands on its own - if there was some problem w/ nori (which is by no means certain yet) this doesn't translate into doubts about the other ICEs (except to the extent it goes to SEPR's credibility). For any particular ICE there has always been a chance that the efficacy gain will not be significant or that some toxicity issue will show up.

Remember we don't know the royalty rate that SEPR will have to pay J&J now - if it is fairly high (like 15%), then J&J may well have just made a strategic decision to stay out of respiratory and sit back and let someone else do the work, even though the drug is still in good shape. They certainly don't have much of a franchise to defend.

Peter



To: JOEBT1 who wrote (2768)5/14/1999 6:23:00 PM
From: Art Vandelay AIA  Respond to of 10280
 
I disagree with your implications.Yhe other ICE partners are different. They current drugs are at great risk to competition. Hismanal means nothing to JNJ. True the upside for Nori is material, but only moderate to JNJ. At best 10 - 15 EPS annually 3 - 5 years from now.

This is definately not true of the other compunds.


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