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

To: Mkilloran who wrote (7627)	5/7/1999 8:06:00 AM
From: LaVerne E. Olney	Read Replies (1) \| Respond to of 9523

As a practicing Urologist, I can assure you that MUSE is garnering a very small share of the impotence market. The vast majority of Viagra failures prefer using penile injection therapy, because of reliability and cost. We have several pharmacists in our area who compound the injection solutions with a resultant cost of less than $2/injection. I have even had several people who have returned to injection therapy from Viagra because of fewer side effects (headache, flushing), cost, and speed/reliability of the erection. Viagra is a great drug, however, and has revolutionized the treatment of impotence.

To: Mkilloran who wrote (7627)	5/7/1999 11:04:00 PM
From: BigKNY3	Read Replies (1) \| Respond to of 9523

MK <<Muse can capture 15% of the ED patients.>> MK: Right now MUSE has captured less than 2% of the ED Rxs and less than 5% of ED sales. Hard to imagine how MUSE can garner a 9 fold increase in specification..particularly with the addition of new ED products on the market. MK, one of the biggest surprises of the launch of Viagra is the total lack of a coattail effect from the greatly expanded ED market. As reported by Salomen Smith Barney, both MUSE and Caverject declined sharply in 1998. What happened to the 20-30% of ED patients who do not respond to Viagra? ($million) ...............................% Change..Market Share .............1997.....1998.....98/97.....1997....1998 Viagra........NA.......$788......++........0%.....88% Caverject.....$88.......$73......-17%.....41%......8% MUSE.........$129.......$39......-70%.....59%......4% ED Market....$217.......$900.....+315%....100%.....100% Here are the Salomen Smith Barney ED Forecasts from 1999 to 2002: ($million) ..............................................................Market Share .............1999.....2000.....2001......2002......2002 Viagra.......$1,000...$1,225..$1,425....$1,575.....66% Uprima...........NA.......75.....250.......375.....16% IC351............NA.......NA......NA.......200......8% Vasomax..........30.......60......95.......135......6% Caverject........70......70.......70........70......3% MUSE.............35......33.......30........30......1% ED Market....$1,135.....$1,463....$1,870..$2,385...100% Here is a link to the Salomen Smith Barney Report: www3.techstocks.com, BigKNY3