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


To: Walter Brownlee who wrote (627)3/21/1998 1:23:00 PM
From: BigKNY3  Respond to of 9523
 
Here are highlights form the Big Pharma Report posted on AOL's Motley Fool Pfizer Bioard.

Have a PFun Spring!

BigKNY3

______________________________________________________
Big Pharma Report- 3/21/98

Week
Big Pharma increased 2.0% as compared to increases for the Dow (+3.9%), S&P (+4.1%) and the NAStie (+2.0%). With Viagra all over the media (WSJ, 20/20, and CNBC) and the V-Day countdown near single digits, PFE (+7.3%) was the star of Big Pharma this week.

Big Pharma set an all-time sector high on Friday at 85.39 and has increased for 9 of the last 10 weeks. New highs were set for 5 Big Pharmas; PFE (92.25), SGP (82.25), MRK (132.38), PNU (44.13), and BMY (108.50).

March
Big Pharma (+5.0%) is keeping pace with the Dow (+4.2%), S&P (+4.8%) and is pulling ahead of the NAStie (+1.0%)

Believe it or not PFE (+4.2%) is in the middle of the pack. With better positioning of Epogen in Medicaid, AMGN (+14.4%) is marching ahead. Other stars are: WLA (+11.5%), PNU (+10.4%), BMY (+8.4%) and SGP (+8.1%). AHP (-3.2%) is this month's laggard and still my least favorite Big Pharma.

YTD 1998
Big Pharma (+19.5%) remains the hot sector in the market. In comparison, lower gains have been recorded for the record Dow (+12.6%), the record S&P (+13.2%), and the NASTie (+13.9%).

SGP (#1 in 1997) is the Big Pharma "Bunny" leading again with a 32.4% increase. WLA (+31.4%) is right behind, followed by MRK (+24.4%). PFE (+23.7%) has moved up to fourth and is poised to make a run at the top.

Reflecting concern about the early start of Evista, LLY is the only Big Pharma to show a YTD decline (-6.3%).

Big Pharma News You Can Use (BigKNY3 Comments)

Click here for quotes, news and information on Big Pharma.

-Wall Street Week 3/20/98; Alan Bond "We like the healthcare sector. There has been a lot of talk about the some of the drugs that Pfizer has coming out."

-Barron's (3/21/98) "Avalon Research Group admires the depth of PFE's new-product pipeline. But before concluding the pharmaceutical maker's impotence drug Viagra was a potential blockbuster, the Boca stock analysts talked to lots of urologists."

- Dorsey Wright & Associates on CNBC: "PFE's new impotence drug could boost it's stock price to more than 120."

-Furman Selz: "With approval approaching shortly, Viagra's on everyone's mind".

-The PFEr Board continues to be included in the MF Top 25.

ED News You Can Use (BigKNY3 Comments)

-Click here for quotes, news and information on ED stocks.

-Here is a link to the two articles on PFE that appeared this week in the Wall Street Journal. Particularly noteworthy was the story that a Vatican committee on science had blessed Viagra as something that could be helpful to family relations.

- Wow, for those who missed ABC's 20/20 last night, here are some highlights. And these are just some of them!

Hugh Downs: " It could hit the shelves any day, a breakthrough treatment for sexual impotence that could change the lives of millions of men and the women they love. Dr. Timothy Johnson with the breaking medical news. For the millions of men who want to make love and can't , we are about to make your night. An exciting medical breakthrough promises to revolutionize the treatment of sexual impotence. It could be available in a manner of weeks. Because the FDA is expected to approve it very soon.. 20/20 .has been tracking this amazing advance and the first men to try it. Here's Dr. Timothy Johnson with a new prescription for love."

Roger Katz (Viagra patient): " It works totally naturally.it's comfortable"

Dr. Andrew McCullough- Impotence expert -NYU and Viagra investigator- " Viagra is going to revolutionize the treatment of erectile dysfunction.There is no doubt in my mind."

Dr. Timothy Johnson: " Viagra .usually works no matter what the underlying cause:

......................................... Cause.................... Viagra Response Rate
............................. Medical or psychological.................70-80%
...............................Diabetes........................................50-60%
................................Radical Prostatectomy.................40-50%

Cheryl Parisi (Viagra's patient wife) "This pill is as much for the women as it is for the men. There a lot of women walking away from relationships."

Dr. Timothy Johnson: "There is one group of men who should not take Viagra...men taking nitrate medication. Combined with Viagra, nitrates could cause a big drop in blood pressure. But other than that, no serious adverse reactions have been reported with Viagra. A very small percentage of men have had minor side effects including headaches, facial flushing and indigestion."

Hugh Downs: "That is one amazing drug!

Dr. Timothy Johnson: "It is. It is."

-V-Day Countdown -10 days

Stocks to Watch (BigKNY3 Comments)

Last week:-<< ICOS (13 3/8): Only Pharma with another PDE-V inhibitor in Phase II studies. Approval of Viagra should have a positive impact.>> Closing price 3/20/98 : 14 7/16 (+8.0%)

This week: PFE (92.25): 20/20 momentum and V-Day countdown in single digits.