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Biotech / Medical : PFE (Pfizer) How high will it go?
PFE 25.09+0.2%Dec 26 9:30 AM EST

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To: Saul H Rosenthal who wrote (2321)5/9/1998 5:58:00 PM
From: James Baker  Read Replies (1) of 9523
 
Saul: This discussion doesnt make much sense because the market for men who are able to function, but with fragility of erections at times, will be five times as big as the market for men with true ED. It will be such a bigger market simply because the men are there and the medication WORKS for them. It will give them confidence because they will know that they will function. They will pay for that. >>>>>>>

Saul,
I have never raised a moralistic question about DX or RX of ED. Little is written about evaluations and differential DX's here or in the lay press despite the huge hype over Viagra. I have NO doubt that Viagra is and will continue to be a MEGA seller for a long time and I am long and adding to my PFE stock position because of that belief.

Concerning your above point about what may be called psychological ED, I have stated before that this is a huge market. Here is the BUT, I think that this population will be "cure" by some good experience on Viagra and will no longer require the product on a regular basis. They will not be the long term repeat buyer that truly makes sales of a product go and go and go a la Coke and Gillette or any chronic med that is taken for a life time. Sure there will be some chronic use and new waves of "I need a fix" ED patients - but they will not ALL be in this category.
Jim
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