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Biotech / Medical : Eli Lilly
LLY 1,071-0.5%3:59 PM EST
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To: Caroline who wrote (214)5/13/1998 6:58:00 AM
From: James Baker  Read Replies (2) of 642
 
Caroline,
Of course you are right about the current Viagra mania - however, the markets are fickle too. Once Viagra reaches a steady state of RXs per week - which may very well happen within another month - there will be major defections from the momentum PFE camp.
I think that individual demand will drive the Evista market but ladies are a bit more dignified than the ED crowd. But once they realize with release of more and more large studies that excellent protection without the estrogen cancer risks is available they will be asking their docs about Evista.
Jim
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