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To: Sonki who wrote (19112)	4/19/1998 2:11:00 PM
From: Brian Malloy	Respond to of 27012

All I know is what I have read so far and judging from the price action on Friday it would appear that Viagra sales have at a minimum met expectations and are probably exceeding them. PFE is clearly in a sweet spot. I have a few LEAPS but I don't want to tie up to much money in the stock. The PE ratio is a little too high for me given their growth rate even though one must love the earnings predictability for the next three years or so. I would not be surprised to see PFE report in May that the FDA has approved the use of VIAGRA in females for certain uses. Initial use would probably be targeted at postmenopausal females. IMHO Brian

To: Sonki who wrote (19112)	4/19/1998 3:08:00 PM
From: Nancy	Read Replies (1) \| Respond to of 27012

sonki, give you an example, LLY's Evista first few weeks sales hover at 10,000 -12,000 per week, then tapered off to 9,000 - 10,000 area, therefore causing the concern. conventional wisdom in drug industry is the first few months sale determines whether the drug is a blockbuster. 10K prescription a day is outrageous, where did you read such info ? - pfe is afraid of those so called "recreational use" of the drug because it could cause trouble with FDA. It is difficult to control it though (how can you prove whether the guy goes to doctor is lieing or telling the truth in order to get a prescription ?) whole sale price is $7.00 set by pfe, retail is between $9.00 to 11.00 from prelim info. pfe started clinical testing on women a few months ago and is getting very positive feedback. btw, many test sites are in fl as one can expect. valuation is extremely high, the highest in pfe's entire history, but if viagra lives up to its hype, then pfe will stand to make a lot of money for next 3-5 years at least. there is no other treatment has produced same level of result and is in oral form. (others are either an injection or insert some tube) 2 more drugs will come out in 1998. pfe also working on something like Evista. plus wla's lipitor which is gaining market shares from mrk every week, is comarketed by pfe. (wla essentially is a 2-drug company but luckily lipitor is the first drug in history reached 1 billion $$ in first year of introduction - wla has many other businesses, incl candies you wouldn't believe.) we will know monday when the first weekly script data is available, pfe either shoots thru the roof or falls apart. current projections of sales from major brokerage firms differ to a huge degree - guess people need to see actual data for a few weeks before getting a handle on.

To: Sonki who wrote (19112)	4/19/1998 5:33:00 PM
From: puborectalis	Respond to of 27012

If you talk to the urologists,who are all being wined and dined by PFE, they'll tell you it's BIG!...?3Billion drug.....not to say that Pfe's pipeline is filled with other goodies.

To: Sonki who wrote (19112)	4/19/1998 6:58:00 PM
From: Sonny McWilliams	Respond to of 27012

Sonki. Pfe. Yes, prescriptions for Viagra are sky high and some call it almost unbelievable. But check your post again. The key word is: Trying it. Just remember VVUS. It was good to you if you were in at the right time. But like I told you in sev. posts, repeat prescriptions is where the success of a drug lays. You do remember one of those urologist's on the VVUS thread being gang ho on VVUS and bo booing Viagra? I think I remember the last part correctly. I remember things like: Users could be dropping like flies, not exactly the same words. Don't take this literally. You may check back on that thread. My memory could be faulty on that score. Anyhow, time will tell and I am certainly more comfortable with PFE's outlook. At least they have other important drugs and if this drug turns out to be what it looks like at this point, it could be a dandy. Sonny