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Biotech / Medical : Sepracor-Looks very promising
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To: Iamarangerboy who wrote (10082)5/19/2007 1:14:23 AM
From: John Metcalf  Read Replies (1) of 10280
 
Yep, the market over-reacted. At the mid-points, and assuming the worst case, the decrease is Xop reimbursement to $.71-$.81 from $,92-1.54, at 15% of sales to Medicare/caid patients would be 2.8% to 4.1% of sales. Sales growth, all products, should overcome that decrease. Jon is probably right that the decrease in EP/S is proportionately larger.

I sold puts and bought calls on SEPR today, at the $50 strike for January expiration.

Woe is me!
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