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


To: RCMac who wrote (2968)5/25/1999 2:12:00 PM
From: Bob Swift  Respond to of 10280
 
Trading LEAPs in SEPR is better than the stock at this point. A few minutes back when the stock dropped 1/2 a point, the LEAPs actually gain form 1/2 to over 1 point (ZQTAB). I notice also whenever someone buys a few contracts, the MM immediately bump up the bid and ask. Good way to make $, buy 100 contracts then buy another 10 or so to push it up then dump it on the MM. Out of money leaps also are not going down much anymore. Their prices are about the same when the stock was at 71. ZQTAH was at 7 1/8 when the stock was at 68. Now we are at 59.5 and ZQTAH is at 7 1/4. Buying the calls ensure less decline even if the common does.



To: RCMac who wrote (2968)5/25/1999 2:27:00 PM
From: jeffbas  Read Replies (1) | Respond to of 10280
 
Re: eliminating the need for antihistimines

That is precisely what I think is happening with the stock. A new adverse scenario has arisen which has to be given a non-negligible probability of occurring. That reduces the probability that can be assigned to the favorable scenario, and materially affects the price of the stock.

Combine this with margin selling and institutional dumping and the stock is dropping like a stone. No earnings for a long time also does not help.



To: RCMac who wrote (2968)5/25/1999 2:36:00 PM
From: sim1  Read Replies (1) | Respond to of 10280
 
<Continuing this work in the current study, the team discovered that when patients stopped taking the drug, not only did IgE bounce back to pretreatment levels, but immune cells sprouted new receptors, increasing from just a few thousand per cell to pretreatment levels of 200,000 or more over a few months.>

Wouldn't this be a totally unacceptable (and possibly dangerous) side effect of this experimental anti-IgE drug?



To: RCMac who wrote (2968)5/25/1999 2:40:00 PM
From: Don Miller  Respond to of 10280
 
I posted something yesterday and then did not see for couple of hours.

Both boards are showing signs of grid lock, YC is much worse at this time. I think SI is accepting the post, were as YC will not accept a post when it's problems occur.



To: RCMac who wrote (2968)5/26/1999 1:12:00 AM
From: scaram(o)uche  Respond to of 10280
 
Thanks, Bob. I don't need to look at the Hopkins release. I have followed this project since its inception at Tanox, before Genentech ever had it. I can confidently say that this product, if approved, will take very little business, if any, away from non-sedating antihistamines.

It is a non-event, IMO.

However, I don't know the competitive spectrum for antihistamines in general.

Cheers! Rick