Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Robohogs who wrote (9901)	1/9/2007 1:38:24 AM
From: Robohogs	Read Replies (2) \| Respond to of 10280

My 2007 estimates would probably be 150 125 135 140 for Xop (Q4 down by 25 MM YoY (15%) with 10% growth for other Qs). This equals $550 MM (CSFB is at $556 MM). Would expect guidance of $525-575 MM. Xop MDI guidance based on runrate of recent weeks could easily move toward $80 MM with growth at 50% QoQ right now, so company guidance likely to be $100-150 MM (CSFB at $125 MM). So, overall X guidance likely to be $625-$725 MM. Brovana guidance probably in $25-30 MM range. Lunesta will likely be cut from analyst views to area of $625-675 MM (CSFB is at $739 MM). CSFB does have a $151 MM increase in Sales and Marketing which I think is extreme so overall EPS could be close to their $2.22 (after stock comp costs of about 35-40 cents) despite a cut of $100 MM in Lunesta.