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Biotech / Medical : PFE (Pfizer) How high will it go?
PFE 25.87+1.4%3:59 PM EST
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To: Mkilloran who wrote (7631)5/8/1999 5:28:00 PM
From: Bull-like  Read Replies (2) of 9523
 
Mkilloran:

I think that you are not arguing with BigKny3 here, you are arguing with the fact that MUSE has only about 2-3% of the overall ED market, and that you are trying to convince yourself, not others, that VVUS is a good investment or PFE is a bad investment. Keep it in mind that Viagra is still only a small percentage of PFE's revenue, and that Pfizer has a wide spectrum of block-buster drugs on the market and they will put more of them on the market in the years ahead. VVUS is a single product company with shrinking market shares and no obvious advantage over other competing companies on the market. On the other hand, Viagra has been, and will continue to be a success. It will continue to dominate the market in the years to come. It's promoted by the most efficient and powerful sale force in the industry. Let's say that you are absolutely right about Smith Barney's report (which means they are totally wrong), does it really matter when we come down to the decision if VVUS is a good investment? Does it change the balance of the ED market? How many people you know outside the VVUS investment circle have heard about Viagra, how many of them know MUSE?

Happy investment

Da bull
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