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Biotech / Medical : Sepracor-Looks very promising
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From: Robohogs4/27/2007 6:46:31 PM
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AG Edwards notes:

J Code for Brovana published on Thursday - that was apparently behind the excitement. Apparently, this was not expected for another half year. Right now using a manual misc. code which requires manual oversight by a reviewer and 60-90 day processing period (and some uncertainty). When coupled with lack of an LCA policy for Brovana and upcoming drugs being halted for CMS coverage (talked about earlier), Brovana looking much brighter as respiratory pharmacists can do quite nicely.

Believes NCA review of Xopenex UDV will be benign because a SEPR challenge could threaten LCA clause overall (not just Xop). Apparently HHS lawyers believe the clause is on shaky ground. Those on compounded drugs will be forced to switch to Dey or Xopenex (assuming maintained coverage by CMS) after July 1 cease date for compounded respiratory drugs (at least in one geography).

Teva ProAir has declined from 46% Tier 1 to 6% Tier 1 as health plans realize that ProAir is not actually generic. Sepracor may work on bundling its 3 drugs as a package in setting deals for health plans, something Teva cannot do given Sepr's better respiratory position.

UNH asthma population estimated at ~3 million people, giving a potentially nice captive population for Xop HFA with low co-pay.

Jon
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