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


To: Don Miller who wrote (3026)5/26/1999 10:44:00 AM
From: LLCF  Read Replies (1) | Respond to of 10280
 
< They perform their action by disabling the autoimmune system,>

OUCH!

<According to our MD's here and on YC IgE Blockers are serious threat possibly ever, but no sooner than many years away.>

Thanks so much for the info, everyone else as well! :)

DAK



To: Don Miller who wrote (3026)5/26/1999 10:51:00 AM
From: quidditch  Read Replies (3) | Respond to of 10280
 
According to our MD's here and on YC IgE Blockers are serious threat possibly ever, but no sooner than many years away.

Don, could you please explain yourself? <gg>

Even if old news, it may be that the market is, in light of other perceived chinks in the SEPR story, taking it in a different light. Yesterday, I looked again at SGP's chart. What is rather remarkable is the price action during the first two weeks of April, when compared to SEPR's chart. Granted, the pharma sector generally has been in a funk since that time. The Johns Hopkins PR was early May. I can't think of a mid-April release of information that might have led to that tandem drop. Still trying to obtain some independent due diligence background on IgE.

My own sense is similar to Art's: injection regimes are a nuisance and beyond the pale for some. The convenience of pills as and when needed, presumably cost considerations, as yet undisclosed contra-indications for the injection drug, etc. The market seems to be discounting the predominant part of allergy-product revenues right now.

Regards. Steven