Sepracor-Looks very promising Message Board

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Biotech / Medical : Sepracor-Looks very promising

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From: Robohogs	3/10/2007 5:39:17 AM
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Early action pop was Leerink sharply raising estimates for MDI based on their surveys indicating HFA switchover is now. They are now to just shy of $4 next year. This on back of the Stanford Group report I mentioned earlier which indicates grass roots building to save Xopenex Medicare channel. And with CSFB and Merrill reiterating in last few days. Probably not a bad time to go long/longer depending on overall mkt sentiment. Could be bad/good previews of Medicare recommendation in next 2-3 months though. Leerink consultants also positive on Brovana, especially given it is only nebulizer for its segment of mkt and neb drugs are covered by Medicare (wonder how this might play into Xopenex discussions if at all - i.e., Sepracor is using loopholes in system). I had not thought of the Medicare angle here - remember how it has re-energized Xopenex over last 6-7 quarters. Leerink raised target to 74 from 67. Jon

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