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Biotech / Medical : Sepracor-Looks very promising -- Ignore unavailable to you. Want to Upgrade?

To: Robohogs who wrote (5004)	8/13/2001 12:49:16 PM
From: IRWIN JAMES FRANKEL	Read Replies (2) \| Respond to of 10280

Hi Jon, "The Xopenex will fall off somewhat given extreme seasonality." I do not think that is correct. There is seasonality but we are actually going into the strong season which begins to ramp in August and accelerates in September and beyond. I did some interpolated (from slides) projections for Xopenex and it looked like they have a shot at $140 this year. That is way above anyone's numbers so perhaps I am screwy. But even if $140 is high I doubt that $120 will be. I just think that management is offering conservative guidance. To support that I am copying an earlier post and the link: ======== Yesterdays CC and earnings release was noteworthy for a few reasons: ($ in millions) - Xopenex sales blew out expectations (2Q $31.3; 1H $58.4) leaving the analysts scratching their heads [run rate by 1H, $116.8, run rate by 2Q $125.2] Company guidance remains $100. - Allegra 2Q royalties $11.2 [run rate $44.8 million] - SEPR management is actively working* with JNJ on Propulsid - Xopenex MDI could file NDA by year end 2002 * In an interview with Southwell with ON24 it appears that Propulsid MAY come back to SEPR to develope. My comments: - Xopenex sales in 2001 have a fair shot at $135 million by my interpolations/calculations. That will require a strong 4th Q. - Xopenex nebule peak sales could reach $400. - SEPR continues to be significantly undervalued by the market. Anyone see it differently? As always, if you think I have something wrong - say so. The CC is still available for replay. ij ============ clubs.yahoo.com go to msg number 7582