Sepracor-Looks very promising Message Board

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Biotech / Medical : Sepracor-Looks very promising

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To: IRWIN JAMES FRANKEL who wrote (5005)	8/13/2001 1:51:30 PM
From: Robohogs	Read Replies (1) of 10280

I don't disagree with $125 mm+ for the year (in fact I believe Sepr wants to come in above expectations). 3rd Q should be down q over q and market share should also fall a little given the seasonal segment Sepr sales into. late 3Q and 4Q should be good. I also think it is a bit early to focus on earnings. If I had to guess absolute best case, I would say the following things could happen (parenthesis indicate my expected case): 1. Xopenex $25 million above plan for rest of year (done) 2. Royalties $20 million above plan for rest of year (risk) 3. R&D $25 million under plan for rest of year (we get half due to productivity) Net-net, this would work out to just under $1 for rest of year and would beat plan by 1/2. If that happened, then earnings do matter. I just don't think all three will happen (I actually do but don't want to count on it). I mean can you imagine, without all of the new drugs, if this guy starts annualizing permanently at $2 per share loss. The sky would be the limit. Sorry for the confusion. Just don't want others "counting" on this - it is the gravy. Jon

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