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Non-Tech : Bill Wexler's Dog Pound
REFR 1.5600.0%3:50 PM EST

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To: mchip who wrote (2117)7/14/1999 7:32:00 AM
From: Mike M  Read Replies (1) of 10293
 
Putting the merits or not of VPHM aside, don't you see VPHM as a competitor to GUMM? and with actual FDA trials. What were you trying to point out Mike?
A competitor to Zicam...possibly...If they get through trials in 2001... But it only cuts cold time in half (versus 87% for Zicam), requires a prescription and will cost a ton of money as a result of development costs....Then I hear Hank say that it only works for about 50% of the viruses and Zicam's approach purportedly works for all viruses that invade the ICAM Receptor...

However, that was not my point...the Insana piece was not nearly as specific to the limitations addressed by Frank....the Morgan Stanley analyst was exuberant. My guess is that the analyst was possibly too exuberant for a drug that has an awful lot of trials left and may work no better than Hank suggests. It is problematic whether the drug will ever see the light of day.

The part about the billion dollar potential revenue is puzzling...and my guess, doubtful...
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