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


To: CrazyPete who wrote (9397)4/16/2006 3:46:37 PM
From: Rocky9  Read Replies (1) | Respond to of 10280
 
I don't think that it is wrong. It is not a typo.

If you add the weeklies for the 13 weeks in Q4, you get 1,428,438. The monthlies added to a total of 1,521,342.

If you add the weeklies for the 13 weeks in Q1, you get 1,531,806. If there is the same % undercounting in the weeklies, you get 1,631,433 for this quarter. Since Feb. is a short month, and both Jan. and Feb. have a holiday in them, ~560,000 for March looks right to me.

The quarterly number is the important one. If there is 6.5% growth in the number of Rxs and a 9% price increase, we might see ~15% revenue growth for Lun. Stocking is the unknown.

The other big unknowns are R&D and marketing. R&D has been consistently under guidance. Marketing has been over guidance.

I would not be surprised to see another big upside surprise in earnings. I doubt that we will see the market move big time though. Too many uncertainties with Xop and NBIX/PFE.