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

To: jeffbas who wrote (3122)	6/1/1999 11:53:00 AM
From: Asymmetric	Read Replies (3) \| Respond to of 10280

Jeff - Two Items <<"it is the return of your capital that is important, not the return on your capital".>> I believe it was Will Rogers who said that. Regarding Bear Stearns Analyst David Maris Relations are very poor between this analyst at Bear Stearns and Sepracor - poor to the point where Sepracor excluded David Maris/BS from analyst conference calls... Regarding whether or not to invest in companies with large ongoing losses and substantial debt - seems to me one then has to turn to an assessment of the business plan and the quality of management. Seems with two drugs already approved and another 20 or so in the pipeline, along with the licensing agreements with various big pharmas, the business plan seems sound - as sound, or sounder than that of any other biotech firm I've looked at. Management also is top notch - and here actions speak louder than any words, or degrees on parchment for that matter. Just my two cents. Looked at many of the same things you did and arrived at opposite conclusion. I'm in. Peter.