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Biotech / Medical : Sepracor-Looks very promising

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To: Iamarangerboy who wrote (10021)4/10/2007 12:51:39 AM
From: Robohogs  Read Replies (1) of 10280
 
Not as bad as it looks - almost though.

On Lunesta, NRx share was up 10 bps after going down over last few weeks. TRx share was flat. SO this move was a combination of slowing growth in mkt and the timing within the month - remember weeks including the first day of a month usually do best.

On Xop MDI, the news is a bit worse. First, the market overall was off slightly week over week. Second, the market share of HFA products was up slightly week over week. Third, both Teva and Sepr lost share in the HFA segment to SGP/Proventil. Xop share of TRx fell from 13.6% to 13.1%. As an aside the last 10 week TRx and NRx share numbers are below.


Total New
Jan 5 14.8 13.9
Jan 12 15.5 14.8
Jan 19 14.3 13.7
Jan 26 13.8 13.3
Feb 2 12.8 12.2
Feb 9 12.6 12.3
Feb 16 14.1 14.0
Feb 23 13.8 13.7
Mar 2 12.5 12.3
Mar 9 11.7 11.5
Mar 16 12.1 11.9
Mar 23 13.6 13.8
Mar 30 13.1 13.4



HFAs were about 30% of mkt in December, climbing through 40% in January and 50% in February. In March weeks, it hit as high as 2/3.

Jon
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