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Biotech / Medical : PFE (Pfizer) How high will it go? -- Ignore unavailable to you. Want to Upgrade?

To: D Edwards who wrote (404)	12/7/1997 6:17:00 PM
From: BigKNY3	Read Replies (2) \| Respond to of 9523

Dave: A major advantage of PFE is the size of its current product portfolio and future pipeline. Even if something happened to one of its products, PFE can recover (remember Tenidap?). I can never recall PFE getting particularly excited about an approval in the UK. I have eliminated all one-product companies from my portfolio and concentrate on quality growth companies such as PFE, MSFT, and INTC. At times, one product companies may be fun to own but the risks and volatility always seem to outweigh the benefits. Give me a slow and steady 82% YTD growth like PFE! BigKNY3

To: D Edwards who wrote (404)	12/8/1997 12:19:00 AM
From: AARON DIDICH	Respond to of 9523

Dave: Sorry, had no critical intent toward VVUS, did not even know that it has or was tanking. I prefer to share information I feel might be helpful and not force feed my dogma or philosophy. I agree about the PE and that is the main reason I have been holding off on entering PFE at this time plus I wanted to learn more about Viagra from this thread and elsewhere. Exited MRK after some comments about the future competition and erosion of market share. Funny you should mention WLA, I can say I sure could use MUSE, Viagra, genkko, etc to raise my position back to life, the 26 1/2 point loss can make anyone impotent so let me say I feel your pain. Likewise, I can't imagine investing in bank issues several years ago thinking that acquirers would be paying 3.5 to 5 times book ! PFE is a quality company with many products and if Viagra doesn't pan out it will be a small bump we will forget about three years from now. Good luck to you! Aaron