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Biotech / Medical : Sepracor-Looks very promising
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To: Robohogs who wrote (5006)8/13/2001 4:58:58 PM
From: IRWIN JAMES FRANKEL   of 10280
 
I like your 3 points.

We are still pretty early in the life of Xopenex to be dogmatic but it looks to me like the low sales quarter is 2Q. Ordered from lowest to highest sales they appear to be 2Q, 3Q, 1Q and 4Q. 3Q is just a bit higher than 2Q. Since these observations are early on a rapidly growing product they may be distorted by the ramp but since the ramp is not over I think the pattern will hold for a while.

If in 1Q02 we get COPD reimbursement from Medicare it will add a large quantity of business that will be much less seasonal. That will be a big boost for 2002.

I also agree that the stock would get a big boost if the fears of not swinging cashflow positive without another round of financing were buried. Soltara could solve this part of the problem easily if it launches well.

ij
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