Friday, March 25, 2005

couple of notes on PFE

  • PFE held an update with analysts a few weeks ago on torcetrapib trials. There really were not any surprises in terms of efficacy (raises HDL significantly) but the concern is that in some subjects, blood pressure increases were observed. However, the researcher noted that these increases were not dose dependent. This is something I'll keep an eye on.

  • PFE is also trying to get Viagra approved for Pulmonary Arterial Hypertension (PAH). The analyst over at Suntrust seems to think this will happen and will add approx. $300MM in sales to PFE.
  • Analyst day is in the first week of April. Could be a catalyst for the shares.


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