Sepracor-Looks very promising Message Board

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Biotech / Medical : Sepracor-Looks very promising

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To: Robohogs who wrote (9901)	1/9/2007 1:38:24 AM
From: Robohogs	Read Replies (2) of 10280

My 2007 estimates would probably be 150 125 135 140 for Xop (Q4 down by 25 MM YoY (15%) with 10% growth for other Qs). This equals $550 MM (CSFB is at $556 MM). Would expect guidance of $525-575 MM. Xop MDI guidance based on runrate of recent weeks could easily move toward $80 MM with growth at 50% QoQ right now, so company guidance likely to be $100-150 MM (CSFB at $125 MM). So, overall X guidance likely to be $625-$725 MM. Brovana guidance probably in $25-30 MM range. Lunesta will likely be cut from analyst views to area of $625-675 MM (CSFB is at $739 MM). CSFB does have a $151 MM increase in Sales and Marketing which I think is extreme so overall EPS could be close to their $2.22 (after stock comp costs of about 35-40 cents) despite a cut of $100 MM in Lunesta.

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