SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Sepracor-Looks very promising
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Robohogs who wrote (9902)1/10/2007 7:28:54 PM
From: A.J. Mullen  Read Replies (1) of 10280
 
Let me add my thanks, Jon & Rocky, for your numbers and crunching. I have a question from the JP Morgan presentation this morning that you or someone might have covered already.

Commenting on slide 29, mapdigital.com , it was said that sales of Lunesta were basically flat for 2006. That was blamed on the advertising for Ambien CR. It was hoped that this would decline. FAir enough, but I was puzzled about the mix of refills to new prescriptions. How is it static at around 40% while the absolute total remains constant?

Now I remember this was discussed. A new prescription might not be exhausted for several months, and by the time replenishment is necessary, it might be a written as new script. Was that your conclusion? It suggests the market is smaller than the number of insomniacs.

My apologies for turning over old dirt. Lunesta got less attention than I expected in the presentation. More was made of Xopenex and Brovana, suggesting they complement each other well. There are plans to grow Lunesta geographically, with European approval and launch in 2008, and Japan in 2010. There are a couple of drugs for depression in Phase I, and leads have been identified for several diseases including schizophrenia and anxiety.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News