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


To: Rocky9 who wrote (10029)4/23/2007 4:44:38 PM
From: Iamarangerboy  Read Replies (1) | Respond to of 10280
 
Jon and Rocky, any thoughts... as to how the conference call will go. Will at least be interesting to see how the CEO-designate presents himself and the lackluster L scrips.....



To: Rocky9 who wrote (10029)4/23/2007 9:30:36 PM
From: Robohogs  Read Replies (1) | Respond to of 10280
 
L 137,260
MDI 56,158
B 88

Conversion to HFAs at 53.4% from 52.9% last week with Xop going to 7.2% of the overall larger market. I do not have actual figures but have derived share of HFA market - have had data in past but did not save it. I have taken Xop MDI scrips, Xop share of market and HFA share of market to back into estimate of Xop HFA share of HFA market.

Observations:

1. Xop MDI share of HFA market has risen over the quarter. It peaked in Feb 16 week at 14.0% dropped to 11.7% on March 9 and rose back to 13.6% on March 23. EDIT - It peaked in January at 15.4% - other observations for February onward.
It then dropped back to high 12% range and just came back up to 13.5%.
2. HFA penetration peaked in early March at 55%, dropped back to 50% and is now at 53.4% vs. 43% YTD.
3. Xop MDI share of overall market at 7.2% is vs. 5.6% YTD.
4. Xop MDI share of HFA mkt at 13.5% is above YTD of 13.1%.
5. Some of the analysts thought beforehand that Xop MDI would capture 30% eventually - now been tempered back a bit.

Jon