Ferrari said Muse could benefit from an increase in consumer awareness of ED that could be brought about through Pfizer's marketing. "The Pfizer marketing launch will drive people into doctors' offices and the doctors will have to share all of the treatment options," she said.

WALL STREET TRACKS: David MacCallum and Mary Ann Gray join the list of biotech professionals who are changing shops as UBS Securities merges with SBC Warburg Dillon Read. MacCallum joined Furman Selz as executive vice president while Gray joined Raymond James's New York office. Scuttlebutt is that former UBS sellside analyst Tim Wilson will announce his new employer this week. Eric Schmidt and David Webber remain as the sellside analysts at the combined firm. . . . Joyce Lonergan has departed Cowen & Co. to join the buyside ranks at Vector Securities' Vector Fund Management.