Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: LLCF who wrote (3101)	5/28/1999 8:54:00 PM
From: Biomaven	Read Replies (2) \| Respond to of 10280

Right - look at the albuterol market - the name brands still have a fair chunk at somewhat of a premium over the generic. You just don't get "printing money" margins, though. (On the CTXS thread I heard an assertion that the US Treasury's margins on dollar bills were 95%, about the same as the company's). Recently the generics have actually raised some prices a fair amount. Here of course it wouldn't be a head-to-head battle, and so pricing pressure would not be as great. The key to my mind is that if you introduce the ICE while the parent is still under patent, you can price it at a little under the parent and get formulary approval before the generic hits. Peter