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

To: Robohogs who wrote (9915)	1/23/2007 1:49:55 AM
From: tuck	Read Replies (1) \| Respond to of 10280

Thanks, that puts both of you well above consensus. finance.yahoo.com I find the wide range interesting, given the availability of scrips data. Nobody but insiders know what the marketing expenses really are this quarter, huh? But, the whisper number is towards the high end of the range. earningswhispers.com Assuming everyone knows the whisper number, I'd think it would be a little dicey holding SEPR through earnings. The key might be how they guide. Or perhaps the whisper number doesn't include stock expenses. Anyhow, I'd probably be attempting one of Rocky's fancy hedges here if I owned any. Just to weather earnings, then I'd go back to the potential takeout scenario, and take the hedge off for that possibility. FWIW Cheers, Tuck

To: Robohogs who wrote (9915)	1/27/2007 4:58:03 AM
From: Robohogs	Read Replies (1) \| Respond to of 10280

SSB SSB OLD NEW ML CSFB Me Royalties 10 10 10 9 10 Lunesta 150 155 149 156 150 Xop Neb 161 166 164 165 165 MDI 10 15 12 15 15 Total 331 346 334 346 340 SSB is at 63 cents after option expenses up from 52 cents on their $15 MM rev bump. They move to $2.50 in 2007 from 2.46 and vs. 2.38 for consensus. ML is at 60 cents for the quarter. They are at $2.63 next year. As a reminder, CSFB was at $0.67 for the quarter and $2.22 for next year with consensus per them at $2.39.