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

To: BigKNY3 who wrote (6598)	1/1/1999 2:39:00 PM
From: BigKNY3	Respond to of 9523

ED Pharma Report: 1/01/99 Here's the latest on your favorite ED Pharma stocks. Have PFun! BigKNY3 Full disclosure: BigKNY3 has long positions in ICOS and PFE and no positions in any other ED stock. _________________________________________________ 1998 Review -ICOS (+58.0%) and PFE (+67.6%) were the only ED Pharmas that benefited from the launch of Viagra. -Since the announcement of the Viagra NDA submission in September 1997, PFE has more than doubled (+104.7%). -The VVUS 1998 decline (-75.6%) reflected a 70% decrease in US MUSE specification and the surprising absence of a "coattail effect" from the greatly expanded ED awareness. -A possible Vasomax NDA approval may be delayed according to a Bear Stearns Report (12/22/98). Highlights are below: Extra Testing Requirements May Extend Impotence Drug Development Timelines. The FDA is apparently requiring developers of impotence drugs to conduct drug-drug interaction studies in order to determine their safety when used along with certain heart medications. These additional studies are likely to stretch out the clinical timeframe by 3-6 months for companies developing oral products for erectile dysfunction . This latest requirement is a minor positive for Viagra as it could delay competitive launches by a few months. ED Pharma Scoreboard: December 31, 1998 The growth rates are based on the following Viagra milestones: 9/29/97: Viagra NDA submitted to the FDA 1/01/98: 1998 growth 3/26/98: FDA Approval of Viagra 11/24/98: FDA announcement of revised Viagra labeling ............Price..................% Change Since............................ ...........12/31/98.....9/29/97.....1/1/98......3/26/98....11/24/98 ICOS......29.75.......133.3%.......58.0%...... 95.1%......37.6% PFE.....125..00.......104.7%.......67.6%.......32.1%......9.6% MCHM......8.44..........0.7%.......-7.5%......-16.7%.......-1.5% HVSF.......1.31........-12.5%.....285.9%......-80.2%....-44.8% ZONA......19.13.......-48.1%.....+5.2%.......-16.4%......-1.9% SNTKY......1.63.......-65.3%.....-67.1%......-53.6%.....-29.7% VVUS........2.59 .......-92.6% ...-75.6%.......-74.5%..... -3.5% ED Avg.....26.83.........17.2%......37.5%......15.1%.......9.8% Link to news, reports and quotes on ED stocks: Yahoo Link quote.yahoo.com Motley Fool Link quote.fool.com