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Biotech / Medical
Sepracor-Looks very promising
An SI Board Since August 1996
Posts SubjectMarks Bans Symbol
10280 115 0 SEPR
Emcee:  rkrw Type:  Unmoderated
Introduction Market Data Compact
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9805Have now read 5 reports. The estimates for '06 are closely bunched in the 1Rocky9-10/30/2006
9804Lunesta 81,973 new (up 0.7% WoW) Lunesta 135,836 tot (up 0.7% WoW) Xop MDI 20,91Robohogs-10/30/2006
9803I think the high cost guidance is their attempt to be conservative. It is the oRobohogs-10/26/2006
9802Jon, Thanks for the running commentary. I was not able to hear the entire callRocky9-10/26/2006
9801I sold some calls above mkt and some puts below mkt. Had a $13 point breakeven Robohogs-10/26/2006
9800<anti-vol bets> Selling both calls and puts? Never mind, just trying to kenhott-10/26/2006
9799I am increasing my DTC to catch you. Sepr may be doing something re: contracts kenhott-10/26/2006
9798Was Goodman the MS analyst before - now at CSFB? I would not be surprised if heRobohogs-10/26/2006
9797Sorry. Tried to be as explanatory as possible. JonRobohogs-10/26/2006
9796I had put some largish anti-vol bets on and was monitoring things and felt like Robohogs-10/26/2006
9795OK. Gotcha. Didn't understand it in the context of the next line 25% of xop rkrw-10/26/2006
9794Jon, your market share of voice is increasing this quarter over last quarter.kenhott-10/26/2006
9793It is not - should be strong positive. Inventories may already be built though.Robohogs-10/26/2006
9792Jon, you're a total madman this evening! Why is the albuterol cfc supplier srkrw-10/26/2006
9791One concern is that SEPR marketing spending will increase "a lot" in 0kenhott-10/26/2006
9790Exactly. But there will be some gains I bet. JonRobohogs-10/26/2006
9789MDI down from 16 weeks to 6 weeks of inventory. Correction to earlier post. JoRobohogs-10/26/2006
9788It is now obvious Ambien is not going generic till Apr 07.kenhott-10/26/2006
9787There will be substantial inventory in the channel. So I see Dec 07 as approx. kenhott-10/26/2006
978620-22% of Xop neb is hospital. JonRobohogs-10/26/2006
97856% of L scrips are non-retail currently. Was 8% non-retail last year. Avg pricRobohogs-10/26/2006
9784Now have actual inventories at 3 main suppliers for Lunesta. 6.5 weeks of invenRobohogs-10/26/2006
9783Tablets/scrip at 29.5 (down from 29.7 to 29.2 - matches less than 2% of scrips aRobohogs-10/26/2006
9782Vouchers less than 2% of scrips in September. JonRobohogs-10/26/2006
9781Will be able to reference US data in Japan L application. L from 620 to 575 XopRobohogs-10/26/2006
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