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

To: BigKNY3 who wrote (3979)	7/7/1998 2:28:00 AM
From: Uncle Frank	Respond to of 9523

PFE 2nd Quarter, 1998 Earnings The Challenge I'm guessing PFE Earnings Per Share for the 2nd Quarter, 1998 will be $.58. Viagra is an unpredictable element in the earnings equation, but the margin on those $7.00 pills must be excellent, particularly since the sale ramp is due to PR and word of mouth, not advertising. According to whispernumber.com the Street is whispering $.55. I think Pfizer will beat the whisper by 5%, weighing in at $.58, and making me a little richer. jmho, Frank

To: BigKNY3 who wrote (3979)	7/7/1998 6:33:00 AM
From: Ron Flanigan	Respond to of 9523

The Leprechaun has told me "55" and I believe him. He is hardly ever, almost never, nearly always right.

To: BigKNY3 who wrote (3979)	7/7/1998 8:07:00 AM
From: jz	Read Replies (1) \| Respond to of 9523

PFE 2nd Quarter, 1998 Earnings The Challenge What will be the PFE Earnings Per Share for the 2nd Quarter, 1998? $0.55 John

To: BigKNY3 who wrote (3979)	7/7/1998 9:19:00 AM
From: BigKNY3	Read Replies (3) \| Respond to of 9523

Viagra news from the British Medical Association news.bbc.co.uk BigKNY3

To: BigKNY3 who wrote (3979)	7/7/1998 11:35:00 AM
From: LR	Respond to of 9523

BigKNY3, please correct my EPS estimate($0.56 not $0.53). Thanks, LR To: BigKNY3 (3920 ) From: LR Monday, Jul 6 1998 11:07AM ET Reply # of 3995 EPS estimate = $0.56 (from my earlier post). Viagra underestimate in consensus, momentum from last qtr $0.53. LR

To: BigKNY3 who wrote (3979)	7/7/1998 3:02:00 PM
From: Carp	Read Replies (1) \| Respond to of 9523

Nice to see the contest here on SI! I entered a few back on AOL but couldn't stand the rest of AOL's garbage. PFE 2nd Quarter, 1998 Earnings = .49 Would have been greater but foreign currency will impact earnings by 3% - 4%. However, stronger sales of pharmas such as Norvasac, Lipitor, Zoloft, Aricept, Trovan and Viagra will still allow them to beat consensus.

To: BigKNY3 who wrote (3979)	7/7/1998 5:10:00 PM
From: B.REVERE	Read Replies (3) \| Respond to of 9523

PFE Earnings-2nd Quarter '98-----My original estimate was .47 before the contest started. I'm upgrading it to .53 for the following reasons: 1) 300 mill rev. from viagra sales with little advertizing expense . Bottom line will be increased closer to a 30 % margin rate rather than standard 20% due to lower rollout costs. 2) Lipitor and Aricept drug sales did exceptionally well. Market has not recognized value of pfe's marketing alliance with WLA for lipitor. 3) Would have been .55 but impact from currency exchange rates will exact a 3-4% reduction to earnings PFE closed at 111 1/8, up 1 5/8 on a down to flat day for the markets. Volumn was 3.6 million, below average of daily 5.2 mill. Rumor on Yahoo board has pfe reporting before the bell, July 13th, in order to shut out the after market trading crowd. Anyone confirm?If this holds true, look for a major upside surprise come Monday morning. With most estimates between .42-.44, earnings should come in at least 10% above expections. A question for the thread? Is the 2nd quarter usually pfe' slowest earnings period? Last year's earnings of .35 for q/e 06/97 was by far their lowest of the year.Quarter over quarter comparisons should look great to the fundamentalists, justifying pfe' high p/e ratio. 115 will be the major hurdle this week. If it breaks through by Friday and holds that level, there will no resistance until about 125. Later, BR