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Biotech / Medical : Sepracor-Looks very promising

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To: IRWIN JAMES FRANKEL who wrote (5005)8/13/2001 5:27:41 PM
From: Biomaven  Read Replies (1) of 10280
 
IJ,

Xopenex predictions:

Looking back at last year, Xopenex sales were as follows ($millions):

Q1: 13.9
Q2: 9.6
Q3: 10.2
Q4: 23.5

and this year:

Q1: 28.5
Q2: 33.0

So Q3 did marginally beat Q2 last year, but on a much lower base and in the context of a rapidly improving market share. It's hard to disentangle the seasonality from the market share gain, particularly as SEPR's seasonality seems to be more pronounced than the overall market and may even be greater than last year. So I'm being conservative and figuring they'll drop some in Q3, perhaps even when compared with Q1. However Q4 should be a record - maybe they'll even hit $50m for Q4.

So I agree that $120m is easily doable this year, with a shot at $130m or better.

Peter
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