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

To: Biomaven who wrote (2809)	5/17/1999 5:16:00 PM
From: quidditch	Respond to of 10280

Peter, thanks. Did you catch the colloquy between management and a female questioner--it might have been the allergist? She said that if (and I might have two Q and A's confused here) claritin could lose the [drowsiness] element, "...I'd drop Nori in a heartbeat". Given the collaboration with SGP, does management really consider Nori to be such a 'tweener in terms of its asthma/allergy roster of potential drugs? Best regards. Steven

To: Biomaven who wrote (2809)	5/17/1999 10:09:00 PM
From: David Howe	Read Replies (1) \| Respond to of 10280

<< However if you can demonstrate comparable efficacy with an improved side effect or dosage profile you can still dominate. A good example is Ranitidine(Zantac) vs. Cimetidine - here a (somewhat) better side-effect profile for Zantac served to nearly wipe out the already entrenched Tagamet, despite a pricing disadvantage. >> I agree with this statement. It's interesting to me that the market seems to be severely discounting the possibility that Sepracor's ICEs will be successful. If you look at the product pipeline, the likelihood of success and the market cap of Sepracor at this time, something doesn't add up. The stock market looks like it thinks that Sepracor's products will have minimal market penetration. You use the word 'dominate'. The market thinks that the products will be losers. For this stock to be much much higher, the products don't have to dominate, they just have to be players. I think the market is very confused. Dave