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


To: rkrw who wrote (5013)8/14/2001 12:38:07 PM
From: Biomaven  Respond to of 10280
 
rkrw,

I've always been unclear about whether the script numbers capture sales to hospitals. I suspect they don't, which might explain part of the disconnect.

I think your Q3 and Q4 projections seem sensible.

On the peds label, I agree that simply having a peds label will not by itself make much difference. However, there is a possibility that the peds label will be stronger than their original label in terms of the efficacy/side effect ratio. If so, this could make a big difference (and perhaps even more of a difference once they get their MDI going and get into DTC advertising for Xopenex).

Peter



To: rkrw who wrote (5013)10/18/2001 3:46:16 PM
From: rkrw  Read Replies (1) | Respond to of 10280
 
3rd quarter announcement is finally here, any new xopenex estimates before tomorrow morning?

Message 16207167

personal sales est:
Q3: $22M
Q4: $40M
FY: $120M

No matter where sales come in, I think my Q4 estimate is looking too conservative in light of solid market share gains. I'll go on record and bump it up to $45M.

IJ's from August:

Message 16206146

3Q 26.8 *
4Q 53.7

2001 $138.9