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Biotech / Medical : PFE (Pfizer) How high will it go?
PFE 25.88+1.5%Nov 12 3:59 PM EST
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To: Mkilloran who wrote (7627)5/7/1999 11:04:00 PM
From: BigKNY3  Read Replies (1) of 9523
 
MK <<Muse can capture 15% of the ED patients.>>

MK: Right now MUSE has captured less than 2% of the ED Rxs and less than 5% of ED sales. Hard to imagine how MUSE can garner a 9 fold increase in specification..particularly with the addition of new ED products on the market.

MK, one of the biggest surprises of the launch of Viagra is the total lack of a coattail effect from the greatly expanded ED market. As reported by Salomen Smith Barney, both MUSE and Caverject declined sharply in 1998. What happened to the 20-30% of ED patients who do not respond to Viagra?

($million)
...............................% Change..Market Share
.............1997.....1998.....98/97.....1997....1998
Viagra........NA.......$788......++........0%.....88%
Caverject.....$88.......$73......-17%.....41%......8%
MUSE.........$129.......$39......-70%.....59%......4%

ED Market....$217.......$900.....+315%....100%.....100%

Here are the Salomen Smith Barney ED Forecasts from 1999 to 2002:

($million)
..............................................................Market Share
.............1999.....2000.....2001......2002......2002
Viagra.......$1,000...$1,225..$1,425....$1,575.....66%
Uprima...........NA.......75.....250.......375.....16%
IC351............NA.......NA......NA.......200......8%
Vasomax..........30.......60......95.......135......6%
Caverject........70......70.......70........70......3%
MUSE.............35......33.......30........30......1%

ED Market....$1,135.....$1,463....$1,870..$2,385...100%

Here is a link to the Salomen Smith Barney Report:

www3.techstocks.com,

BigKNY3
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