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Biotech / Medical : Sepracor-Looks very promising

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To: Robohogs who wrote (10060)5/15/2007 9:06:59 AM
From: Robohogs  Read Replies (1) of 10280
 
May 3 week

L 146,904

This compares to April 6 week of 140,686 and March 2 week of 146,201. I no longer keep an Rx model but this may be the highest yet.

Share was at 13.6% down about 10 bps but flat to the QTD numbers and above (10 bps) YTD numbers. It has only hit this level in last 4 weeks of recent weeks (with last week 10 bps higher).

Interestingly,Teva is winning the Ambien generic battle with
144K scrips last week (44.7% of 322K scrips).

I should note that Lunesta NRx share is off sharply (1.3% over last 2 weeks) while TRx share is flat over last 2 weeks. Ambien Cr has lost 2.2% of new share and 0.5% of TRx share.

Xop neb 61,811

This is off about 15K over last 10 weeks - normal seasonality as 10 week ago number was up 3% YoY and this number is up 6% Yoy, off of 10-15% growth over last 2 weeks but above all other recent weeks (if below QTD numbers).

Xop HFA 58,848

This is up over 3K from last week and 1.4K from 2 weeks ago. Share is flat to market (up 10 bps over last week but down 30 from 2 weeks ago). It is slightly above QTD share.

Conversion to CFAs was at 51.9% down from 52% the previous week, implying strong HFA share gains. Changing data sets yields the following trend for Xop HFA share (of HFA mkt): 12.8% 13.5% 13.4% 13.7% 13.9%. On new share, it is up 170 bps over same period from 13.1% to 14.8%. For new share, Proair is off 4.2% with Proventil up 1.6%, Ventolin up 0.9% (fastest growth from 3% to 3.9%), and Xop at 1.7% - so pretty even gains as the unfair Teva advantage continues to dissipate. On TRx share, Proair is off 3.0% with Proventil gaining 1.3%, Sepr gaining ONLY 1.1% and 0.7% for Ventolin (does not add due to rounding).

Brovana 433

This is up from 379 the previous week and 197 the previous week and 88 the previous week and 3 the previous week. Assuming $150 per Rx, you get a $3 MM annual rate.

Jon
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