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

To: AARON DIDICH who wrote (1296)	4/20/1998 5:07:00 PM
From: Cosmo Daisey	Respond to of 9523

Aaron, """Anyone know the details of IMS of America's methodology?""" IMS tracks the scrips presented to insurance companies by means of a computer tracking system that does not include non-insured sales of the drug. Their information is from the insurance data bank. It is thought that the cash sales of Viagra are equal in number to the insured scrips. No one can track the cash sales because no data bank exists. You would need to call every pharm in the country. BigKNY told us his pharm doesn't track them on an individual basis. We have figured this out but the insurance claim number is widely reported in the media. When Pfizer reports their sales numbers at the meeting it will be a blowout number but it will probably be a sales to distributors number. The actual retail number would be extremely hard to quantify so looking back at other similar introductions of new technology a doubling of the IMS report is probably the best estimate we can come up with. If the media figures this out continued interest in the stock is assured. cdaiseyPhD@binomal-probability-distribution.com