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

To: Robohogs who wrote (10060)	5/9/2007 3:01:10 AM
From: Robohogs	Read Replies (1) \| Respond to of 10280

Can find no info on Brovana. Sorry. Did see updated info on Xop HFA in graph form - no hard data sorry on shares etc. but from graph, TRx in mkt for albuterol mdi's has declined from ~850K to about ~775K over last 4 weeks or so. Looks seasonal so nothing to worry about. Most of decline has come from ProAir from Teva (down about 60-75K), maybe a very slight decline in CFC devices (gaining back some share though), with Xop HFA flat along with Proventil. On hard data front, current four week runrates for Xop HFA are 225K, flat to a month ago. Ventolin (GSK) is up from 45K to 53K. Proventil is down to 309K from 314K. ProAir is down from 1215K to 1103K. And generics are off about 100K. On share front, CFCs are up about 3-5% over last week or two (down over last month but up ~5% over last month and a half), ProAir is off 10% of share points over last month and a half, with Xop and Proventil flat and Ventolin up a bit. Jon

To: Robohogs who wrote (10060)	5/15/2007 9:06:59 AM
From: Robohogs	Read Replies (1) \| Respond to of 10280

May 3 week L 146,904 This compares to April 6 week of 140,686 and March 2 week of 146,201. I no longer keep an Rx model but this may be the highest yet. Share was at 13.6% down about 10 bps but flat to the QTD numbers and above (10 bps) YTD numbers. It has only hit this level in last 4 weeks of recent weeks (with last week 10 bps higher). Interestingly,Teva is winning the Ambien generic battle with 144K scrips last week (44.7% of 322K scrips). I should note that Lunesta NRx share is off sharply (1.3% over last 2 weeks) while TRx share is flat over last 2 weeks. Ambien Cr has lost 2.2% of new share and 0.5% of TRx share. Xop neb 61,811 This is off about 15K over last 10 weeks - normal seasonality as 10 week ago number was up 3% YoY and this number is up 6% Yoy, off of 10-15% growth over last 2 weeks but above all other recent weeks (if below QTD numbers). Xop HFA 58,848 This is up over 3K from last week and 1.4K from 2 weeks ago. Share is flat to market (up 10 bps over last week but down 30 from 2 weeks ago). It is slightly above QTD share. Conversion to CFAs was at 51.9% down from 52% the previous week, implying strong HFA share gains. Changing data sets yields the following trend for Xop HFA share (of HFA mkt): 12.8% 13.5% 13.4% 13.7% 13.9%. On new share, it is up 170 bps over same period from 13.1% to 14.8%. For new share, Proair is off 4.2% with Proventil up 1.6%, Ventolin up 0.9% (fastest growth from 3% to 3.9%), and Xop at 1.7% - so pretty even gains as the unfair Teva advantage continues to dissipate. On TRx share, Proair is off 3.0% with Proventil gaining 1.3%, Sepr gaining ONLY 1.1% and 0.7% for Ventolin (does not add due to rounding). Brovana 433 This is up from 379 the previous week and 197 the previous week and 88 the previous week and 3 the previous week. Assuming $150 per Rx, you get a $3 MM annual rate. Jon