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Biotech / Medical : Sepracor-Looks very promising

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To: Robohogs who wrote (10170)8/28/2007 5:18:45 AM
From: Robohogs  Read Replies (1) of 10280
 
L 130,399
MDI 54,890
B 760

Jon

PS The MDI move represents 7.7% of total market and HFAs are 49.5% - i.e., SEPR share of HFA is around 15-16%. The 7.7% is at least a 2 month high (spiked higher at one early point). The 49.5% conversion is stable over last 2 months (has been as high as 51.6% 2 months ago and as low as 49.3% last week - 49.5% is second lowest conversion figure in the last 2 months with trend generally down from 51.6% to current levels indicating very slight recapture of market by CFCs). For Brovana to capture share (from 7.1% 2 months ago and low of 6.9% for July 6 week to 7.7%) indicates gradual strengthening with overall number about 6K above quarter to date average. Brovana simply sucks.
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