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

To: scaram(o)uche who wrote (2922)	5/24/1999 8:57:00 AM
From: Biomaven	Read Replies (1) \| Respond to of 10280

I believe that Hopkins was involved at one point in the IgE research, so it wouldn't surprise me if they put out a release. Let me address the issue of how significant reports like this one and the new "better than Prozac" antidepressant are to SEPR. Personally I believe they are much less significant than the issue of how the ICE will compete against the parent, particularly once the parent goes off patent and becomes a generic. (If you truly believe these are major breakthroughs that will have a dramatic effect on the markets for antihistamine and antidepressants, then you should be short SGP and LLY respectively). Fortunately in both Prozac's and Claritin's case there are a few years of breathing room after the ICE is scheduled to be introduced before the generic version of the parents emerge. This should be enough time for SGP and LLY to apply their marketing might to create major new franchises in which SEPR will share. Peter

To: scaram(o)uche who wrote (2922)	5/25/1999 1:58:00 PM
From: RCMac	Read Replies (5) \| Respond to of 10280

Rick, The Johns Hopkins Press release re anti-IgE is spread over several posts on Yahoo SEPR club by Jim_pd, starting at post 541: clubs.yahoo.com@p1.clubs.yahoo.com Worry about this potential therapeutic reducing or eliminating the need for antihistamines, like SEPR's Allegra, nori and "Claritin II" - which collectively are expected to provide a big chunk of SEPR's revenues and bring it to profitability in 2001 -- may well be contributing to the current weakness. (I thought I had posted this link the other day, almost simultaneously with Don Miller's post #2927, but apparently I slipped up or SI hiccupped and can't now find it. Here it is again.) --RCM