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Biotech / Medical : Sepracor-Looks very promising
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To: Icebrg who wrote (9848)11/22/2006 11:00:36 AM
From: Rocky9   of 10280
 
My take-away from reading the report (in comparison with the report after earnings) is that most of the change is driven by much earlier sales for the entire HFA market. By assuming that the HFA's will have 25% of the market in '07 and 50% in '08, instead of 17.1% in '07 and 20.8% in '08, the analyst greatly increases the number of RXs for the MDI in those years, even though he slightly decreases the market share at the same time, as well as lowering the price per Rx. Projected sales of the MDI almost double, to $275.1MM in '08. That is the primary driver of much larger earnings in '08. The earnings for the other years in his model are not greatly changed.
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