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

To: Don Miller who wrote (2874)	5/20/1999 1:41:00 PM
From: Biomaven	Read Replies (1) \| Respond to of 10280

Interestingly enough, the SEPR ICE for sibutramine is also a norepinephrine reuptake inhibitor (as well as for serotonin and dopamine). This unique triple action (sounds like a detergent commercial <g>) is what makes them so excited. My take on this weakness is that it is still fallout from the J&J nora deal. The number-cruncher sorts have probably reduced or pushed out the expected earnings from nora (or increased their discount rate) and this has a fair effect on the near term earnings. There are also a species of shorts that go for "high priced" (i.e., no earnings, low book value) stocks with negative price momentum, and they might be piling on here. The long term value of the company remains essentially unaffected in my view. If you are prepared to take a 3 to 4 year view, I do not think you will go unrewarded by purchases at the current price. Peter

To: Don Miller who wrote (2874)	5/20/1999 2:35:00 PM
From: j_fir2	Read Replies (3) \| Respond to of 10280

There is already at least one (fairly new) SSRI antidepressant, Effexor, that works on those three neurotransmitters (seretonin, dopamine, and norepinephrine). The side effect profile of this new one looks about the same as that of all the other SSRIs. Any of the newer antidpressants might take market share away from Prozac, for a while at least, until people find out what the real story is by using them over time. Prozac has been around for a good long while now, and I believe is still considered the gold standard of antidepressants.