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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Harold Engstrom who wrote (7055)	9/14/1999 10:04:00 AM
From: Biomaven	Respond to of 9719

Nice analysis, Harold. I would add that companies at 4. (product just released but no earnings yet) are particularly vulnerable to swings. The analysts were somewhat too aggressive on Xopenex early sales and approval date, and when they reduce their estimates the stock suffers. However, Xopenex sales seem to be trending up recently (this last week was particularly strong) - here are the figures posted by HPPOLK4 on the Yahoo Club: This is for new scripts week of: July 16th: 1.37% July 23rd: 1.48% July 30th: 1.53% August 6th: 1.52% August 13th: 1.75% August 20th: 1.77% August 27th: 1.93% September 3rd: 2.58% He also stated that New scripts were almost double Proventil and Ventolin combined. I've always maintained that Xopenex sales were likely to build slowly - it's not like a new drug with pent-up demand - rather it's a gradual process as doctors and patients find out that it works better. Peter