Monday, April 25, 2005

PFE -- the good and the bad

Negative -- SG Cowen was out with some comments stating that Torcetrapib could possibly be delayed from 2007 to 2009. Great. I'll find out more next week.

Positive -- I've been tracking this over the past month or so but YOY comparisons on Celebrex are getting better. People will start to appreciate that other NSAIDs have risks and I think there is probably upside to anaylsts forecasts to what Celebrex will do this year and next. On the WE 2/25/05, new Celebrex prescriptions were down 52% YOY and as of WE 4-8-05, they were down 41%.

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