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

To: Rocky9 who wrote (9889)	1/3/2007 10:31:28 AM
From: Robohogs	Read Replies (1) \| Respond to of 10280

That is something like $1.5 MM per week now for MDI using $35-40 price and a 85-90% capture rate. Jon

To: Rocky9 who wrote (9889)	1/8/2007 10:54:45 PM
From: Robohogs	Read Replies (2) \| Respond to of 10280

Numbers off a bit into 29th (holiday week plus Lunesta continuing precipitous share drop average 20 bps per week over last month and a half offset by strong year over year sleep growth): Lunesta 111,193 off just under 20% Xoponex MDI 28,327 off just about 15% On Xopenex neb, I have different data sources for various weeks and the data is off a bit (1-200 per week), but directionally should be generally ok (even though share numbers conflict slightly). I have 4.2% annual growth in scrips on back of 3.8% market growth and some slight gains in share. Add a 7% price change this year and we are looking at 12% growth to last year ignoring hospital piece. Given most of this is mkt growth, I would assume hospital growth is similar but I could be wrong. Jon

To: Rocky9 who wrote (9889)	1/16/2007 9:19:39 PM
From: Robohogs	Respond to of 10280

There are some reports over at Cafepharma about HFA starting a large uptake as CFC MDIs are running low. Commentary is that Ivax is getting almost all of the shift. I cannot see that in my data as I only see share of total market for X MDI and not share of HFAs - and in that category, X MDI is running flat. So if a shift is occurring (always have to doubt Cafepharma), then SEPR is not getting through. Some commentary is there saying because the scrips specify albuterol and when CFC generics are out they are automatically shifting to IVAX albuterol HFA - which would be illegal by the way as it is not a generic nor a substitute (for that reason). Jon PS Can anyone confirm any of this?