Brad : Thanks for your informative posts. Here are highlights from the Big Pharma Report posted on AOL's Motley Fool PFEr Board.
Highlights
-A special Big Pharma report on Viagra!
Have PFun!
Happy Mom's Day!!!
BigKNY3
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Big Pharma Report- 5/09/98
Week
Big Pharma (-0.5%) was flat for the second consecutive week beating the Dow (-1.0%) , S&P (-1.18%) and equal to the NAStie (-0.5%).
The ever growing SGP (+5.9%) was the weekly leader followed by BMY (+2.7%) which was helped by its investment in Entremed. Despite splitting 2-1, AHP declined (-1.8%).
After getting a Monday am RX boost, PFE profit-taking took over as opthalmologists finally read the Viagra package insert. Closing with a Dole inspired Friday (+4 1/8), PFE gave back 1.3% for the week.
YTD 1998
Big Pharma (+21.3%) is ahead of the Dow (+14.5%), the S&P (+14.2%), and the NASTie (+18.7%).
For the second consecutive week , WLA (+49.8%) just edged out PFE (+49.0%). LLY (Da Cup) (-3.8%) is still the only Big Pharma in hasta Evista territory.
The Big Three (WLA,PFE, & PFE) are dominating (+46.4%) the Little Ten (+10.9%).
ED News You Can Use
ED Prescriptions
Viagra New Rxs are setting a record for a new product in the pharmaceutical industry. In just its first month and without any PFE promotion, Viagra is already in the top ten Rx products in specification.
Over 250,000 Rxs are anticipated for the week ending May 1st. In comparison, Lipitor averages 110,000 New Rxs per week. One stat to watch is the Viagra refill Rxs in May.
The ED Market
In just 4 weeks on the market, Viagra has captured a 97% market share of the ED market. Although the market has increased 1,563% since approval,MUSE New Rxs have declined 63%, while refill levels are greater than New Rxs for the first time in MUSE's history. The MUSE market share has dropped from 75% to 2%.
Viagra Media Watch
There are currently 35 different media themes concerning Viagra. The story that could most adversely effect PFE is "Side Effects (#7)". The most dramatic story that is still being missed is "breaking the stigma of impotence" (#11).
Current Exposure
Rank Exposure Direction Media Theme
1 High No change Overwhelming Demand/Efficacy
2 High No change HMO/Insurance Reimbursement
3 Medium No change Usage in Women
4 Medium Up Impact on PFE Stock
5 Medium Up Editorial Columns
6 Medium No Change Rx and Sales Levels
7 Medium Up Side Effects & Adverse Reactions,Vision
8 Medium Down Relationships & Sexual Revolution
9 Medium No change Humorous
10 Medium No change Abuse Potential & Overprescribing
11 Medium Up Breaking the Stigma of Impotence
12 Low Up International Unavailability
13 Low Up Other stocks effected by Viagra
14 Low Up Books about Viagra
15 Low Up New Viagra forms
16 Low Up Other ED Products
17 Low Up Use in Vernacular
18 Low Up Future Viagra Forms
19 Low No change Use in Healthy Men
20 Low No change Pricing
21 Low No change Editorial Cartoons
22 Low No change Media Coverage
23 Low No change Viagra Q& A
24 Low No change Pharmacology of Viagra
25 Low No change Use as a Preventative to ED
26 Low No change Security Concerns
27 Low Down Internet Prescribing
28 Low Down Phony Viagras
29 Low Down Future Pharmaceuticals
30 Low Down Vatican Review
31 Low Down Discovery
32 Low Down Smuggling Into Foreign Countries
33 Low Down Political
34 Low Down Attempts to Illegally Obtain Viagra
35 Low Down Combinations of ED Products
Stocks to Watch
STW is up 7.74% |
