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

To: BigKNY3 who wrote (4984)	8/17/1998 7:16:00 PM
From: Anthony Wong	Read Replies (1) \| Respond to of 9523

PFE Reiterated 'Strong Buy' at Gruntal, 'Strong Buy' at SG Cowen & 'Buy' at ABN AMRO:- Bloomberg News August 17, 1998, 11:22 a.m. ET Princeton, New Jersey, Aug. 17 (Bloomberg Data) -- Pfizer Inc. (PFE US) was reiterated ''strong buy'' by analyst David F. Saks at Gruntal & Co. - - Donna McDonald in Princeton, New Jersey, (609)279-3731 Bloomberg News August 17, 1998, 10:58 a.m. ET Princeton, New Jersey, Aug. 17 (Bloomberg Data) -- Pfizer Inc. (PFE US) was reiterated ''strong buy'' by analyst Steve Scala at SG Cowen. - - Andrew Bekoff in Princeton, New Jersey, (609)279-3652 Bloomberg News August 17, 1998, 1:32 p.m. ET Princeton, New Jersey, Aug. 17 (Bloomberg Data) -- Pfizer Inc. (PFE US) was reiterated ''buy'' by analyst James P. Keeney at ABN AMRO. -- Sybil Carlson in Princeton, New Jersey, (609)279-3615 [the following is an excerpt from a Bloomberg article "Equity Movers" at 2:28 p.m. ET] Pfizer Inc. (PFE) rose as much as 1 7/16 to 102 5/8 on an inflow of $10.3 million as analyst David Saks at Gruntal & Co. reiterated a ''strong buy'' rating on the drugmaker and said he could see its stock price reaching 148 in a year. Saks said the company's now streamlined to maximize profit growth in its core drug business, and will use some divestiture proceeds to develop research collaborations that will make the company an even more ''formidable'' competitor.

To: BigKNY3 who wrote (4984)	8/17/1998 8:06:00 PM
From: VLAD	Read Replies (1) \| Respond to of 9523

Kahuna, There are certain variables of tracking drug scripts that make Viagra different than a drug that a patient gets on and stays on daily for a prolonged period of time eg Prozac. Each individual will use Viagra with differing frequencies so only averages will be significant. My main focus of scrutinizing the numbers is to assess the "real world" efficacy of Viagra. The article you put up the other day said the success rate was in the neighborhood of 50 to 60%. One factor which would skew the script data is the number of men who are getting prescriptions but are not actually impotent ie just using Viagra to improve their performance. I have read numbers as high as 50% but I have no idea what the real % is. Assuming that the average pills per script is 8.5 as you previously stated and assuming the average ED patient falls in the group of men over the age of 55 I can only guestimate that the drug would be used an average of once weekly. This would give us a new script/refill lag time of about 2 months or 8 weeks. If this is correct then using the latest IMS refill number of 89,060 and tracing back to the new script numbers of 168,610 8 weeks before that, we see a refill percentage of 53% which appears to be right in line with the 50 to 60% success rate.