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

To: Robohogs who wrote (9902)	1/9/2007 9:29:35 AM
From: Sidney Street	Respond to of 10280

Thanks for sharing your number crunching, Jon. The main factors in CSFB's Sales & Marketing increase would be the Brovana launch and a full year of the larger sales force, presumably? It will be interesting to hear what they say at the Morgan conference about plans for Lunesta this coming year.

To: Robohogs who wrote (9902)	1/10/2007 7:28:54 PM
From: A.J. Mullen	Read Replies (1) \| Respond to of 10280

Let me add my thanks, Jon & Rocky, for your numbers and crunching. I have a question from the JP Morgan presentation this morning that you or someone might have covered already. Commenting on slide 29, mapdigital.com , it was said that sales of Lunesta were basically flat for 2006. That was blamed on the advertising for Ambien CR. It was hoped that this would decline. FAir enough, but I was puzzled about the mix of refills to new prescriptions. How is it static at around 40% while the absolute total remains constant? Now I remember this was discussed. A new prescription might not be exhausted for several months, and by the time replenishment is necessary, it might be a written as new script. Was that your conclusion? It suggests the market is smaller than the number of insomniacs. My apologies for turning over old dirt. Lunesta got less attention than I expected in the presentation. More was made of Xopenex and Brovana, suggesting they complement each other well. There are plans to grow Lunesta geographically, with European approval and launch in 2008, and Japan in 2010. There are a couple of drugs for depression in Phase I, and leads have been identified for several diseases including schizophrenia and anxiety.