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


To: James Baker who wrote (1158)4/15/1998 10:40:00 AM
From: Early Out  Read Replies (1) | Respond to of 9523
 
One point that I have expressed before is that these mild and psychologically based ED patients are going to be "cured" by a short time on Viagra and they will NOT represent a source of recurring revenue for this drug.

But the point is there will always be a base of people with a temporary need for the drug. Sure, the base won't be the same as last month, but it will continually churn. I still haven't seen much reference to medically induced ED, but my pharmacist wife tells me there are a lot of prescription drugs that do this, and that represents a market that will continue to exist, despite perhaps not getting reoccuring business quite like the razor business.

Has there ever been a better business model than "give away the razor and sell the blades"? I can't think of one...

-jsc



To: James Baker who wrote (1158)4/15/1998 10:54:00 AM
From: Cosmo Daisey  Respond to of 9523
 
Jim,
New cases of ED will be a factor in the ongoing sales of the drug. The number of ED patients being "cured" by Viagra will be replaced by new patients.
cdaiseyPhD@hard-to-get-hard.com