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


To: dalroi who wrote (3144)6/1/1999 5:26:00 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 10280
 
Dalroi:

Sure, please bleed through info on UCB as you find it and at your convenience. Mid-sized pharmas, protecting allergy sales teams, could become "assets" for SEPR. Circumventing the obvious may lead to the difference between 6% and 10%. Slower penetration, but I'll take 10%.

- g -

>> almost time to buy back covred calls ?? :-) <<

Chuckle.

Rick



To: dalroi who wrote (3144)6/1/1999 5:36:00 PM
From: BMcV  Read Replies (1) | Respond to of 10280
 
Thanks for the info on UCB. SEPR's annual report says levocetirizine is pre-clinical; the PR says phase 3. So Peter's hypothesis that UCB has been working on this on their own seems plausible. Especially so for a company with one big product that they would try in every way to enhance.

Another example of SEPR's hidden value.

Perhaps this will spur Hoechst to pay for Allegra's European rights?