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

To: Bob Swift who wrote (3065)	5/27/1999 1:39:00 PM
From: David Howe	Respond to of 10280

Bob, I like your worst case scenario better than mine. IMO, Sepracor is in a good position. They have high hopes and will push their entire pipeline to gain maximum earnings. Yes, some of the drugs might end up with sales and pricing similar to generics. You've demonstrated that that wouldn't be all that bad. IMO, most of the ICEs will sell at prices similar to the parent drug. The upside is tremendous. The downside is minimal. IMO Dave

To: Bob Swift who wrote (3065)	5/27/1999 2:29:00 PM
From: rkrw	Read Replies (3) \| Respond to of 10280

Bob, Your generic margins list is a bit exaggerated. All of those you listed have alternative sources of profits outside standard ANDA's. For some the non anda profits account for the lion's share. For a look at what a true generic profit picture looks like, take a look at Ivax over the past few years, PRX, DRMD, CPLY. Not a pretty picture.