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Biotech / Medical : Sepracor-Looks very promising
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To: IRWIN JAMES FRANKEL who wrote (5009)8/13/2001 6:34:26 PM
From: Biomaven  Read Replies (1) of 10280
 
IJ,

2Q01 Xopenex sales at $31.3 rather than $33.0

Not that it matters one way or the other, but SEPR reported "product sales" of $33.016m for 2Q01. I would assume this is all Xopenex.

I didn't catch their comment on stocking. I'm not sure why there would be stocking anyhow, as Q3 is usually flat compared with Q2 and there's no price increase that I know of on the horizon. I suppose there is some stocking associated with their bigger market share, though. (And certainly the Q2 sales seemed to exceed that indicated by the script numbers). But that stocking trend might continue this quarter as the wholesalers and retailers stock up for the fourth quarter seasonal rise.

And by the way, it is interesting to note that if you were to capitalize R&D, SEPR was about $10m dollars in the black last quarter. I firmly believe this is the appropriate way to value a solid biotech like SEPR where the R&D is clearly contributing value rather than being wasted.

Peter
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