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Biotech / Medical : PFE (Pfizer) How high will it go?
PFE 25.70+0.3%3:59 PM EST

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To: B.REVERE who wrote (2464)5/13/1998 2:19:00 PM
From: Anthony Wong  Read Replies (1) of 9523
 
B. Revere, re. the IMS scripts, here's what I copied from their website:

NPA Plus prescription data

A sample of over 20,000 pharmacies that accurately reflects key
characteristics of over 2M dispensed prescriptions via retail, mail order and long-term care distribution channels.


From what is gleaned from various news reports and newsiwre (accuracy no guarantee), Andorra and San Marina are the only two places/countries in Europe to have Viagra approved and on sale, so logically they are importing their stock from Pfizer and it would be not be included in IMS or NDC data. Japanese pharmacies are also importing Viagra though the drug is not yet approved in Japan (no info whether it's from US pharmacies or Pfizer wholesale).

I think this year's revenue from Viagra would mostly come from U.S. sales. Next year's earnings should be blockbuster, considering that Europe's and most of the other countries' approval would come early next year.

Hope this helps.

Anthony
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