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Biotech / Medical : Cor Therapeutics Inc. (CORR)

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To: tuck who wrote (695)	12/4/2001 6:51:00 PM
From: Robohogs	Read Replies (1) of 712

The issue is probably the following: Reopro continues to suffer falling sales (not reduced growth but outright double digit percent reductions in scripts). This in an environment where Integrelin has been weaker than expected (either because of Sept 11 or because of other factors, who knows). The Oct data for Cor was not all that strong either. Integrilin use fell 17% from September as compared to a comparable fall of 10% a year ago - and this versus a month that was much worse than expected (Sept 01). YoY increases had been in the 7-10% range for the whole class of drugs (based on IMS data) for July, Aug and Sept up to $139m from $128 m in 2000. October was only up 2.5% YoY. One potential factor is that the capture rate was extremely high in the third quarter of 2001 (i.e., actual sales were very close to IMS sales), much higher than ever before. Maybe the numbers are reversing back out a little bit. Either that, or market growth has stalled. Jon

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