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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 (3244)6/5/1998 10:45:00 AM
From: BigKNY3  Respond to of 9523
 
Jim: << BigK, your urologist friend need to be more critically in their listen to study reports. Tom Lu quoted here:>>

Jim, there is no indication that Dr. Tom Lue made his statement at the AUA. As a MUSE investigator, it is more likely that he was asked to provide a quote for the press release by Vivus.

Dueling efficacy studies rarely have an impact on the future of a pharmaceutical product. I posted abstracts of the AUA studies over two months ago.... Not really surprised that VVUS management was totally unprepared to counter this data at the AUA meeting....They truly don't have a clue about marketing or the healthcare market.

The key to Pharma success is specification trends over time. In my opinion, if MUSE does not double or triple their current weekly Rx levels and Vivus remains a one-product company with its current management, VVUS will not make it to the year 2,000.

At this point, with less than 2% market share, MUSE is not a factor in the ED market. Given its route of patient administration, it will always be a niche ED product...if VVUS survives.

BigKNY3