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

To: Bob Swift who wrote (2987)	5/25/1999 8:27:00 PM
From: David Howe	Read Replies (1) \| Respond to of 10280

The questions weren't poised to me, but what the heck. << Certainly, without news one cannot expect a sustained rebound >> There will be plenty of news. Hopefully more good than bad. << At what point will you exit? >> I didn't exit at 140 and if we get there again, I'll most likely chose not to exit. Dave

To: Bob Swift who wrote (2987)	5/25/1999 9:36:00 PM
From: LLCF	Read Replies (2) \| Respond to of 10280

< At what point will you exit ? > When the story changes or stock becomes overvalued... price matters not without a change in the story (except you buy on the way down). If this new drug that is causing the tizzy (IMO) can get to market in time to damage SEPR, assess the damage (take future assumed revenues from antihistamines out of the model????) and re-evaluate. <Certainly,without news one cannot expect a sustained rebound,> Actually I believe the opposite... once people have evaluated the long term effect of the Anti-IgE part of the equation the stock will move to it's proper level... it could grind up for months if IgE is no big deal... the panick will subside. If IgE news is still considered dire when the dust settles, the stock will find it's level based on the new valuation model. IgE drives the stock IMO (for now). < in this market where even companies with solid earning got smashed (PFE etc)> Actually on a valuation basis PFE's earnings while solid are certainly "light"... lots of growth built in there! It looks to me like people are selling whatever they have large profits in... from QCOM, .COM, to SEPR. DAK