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Pastimes : Alternative Medicine/Health

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To: LLCF who wrote (67)	11/12/1999 8:33:00 PM
From: RWReeves	of 357

On the subject of Newts (Nutriceuticals)- To get around the fragmentation problem, maybe look at PURW, which is I think the main US manufacturer of the ingredients at the wholesale level has just opened a new plant and added capacity. Selling near the bottom for it's range. Pretty strong balance sheet. Have some of this tucked away. RXSD is one which is interesting for it's distribution channel presence but has been beaten up by price pressure and the troubled cellulite product. It's worth taking a look at as a possible munch for a pharma that wants a ready made distribution chain and some established brand equity. Also snooping around its lows, it briefly soared as a dot-com earlier this year. LOL, a sight to see. Don't have any at the moment, looking for the fire sale. BTW re: a talk we had way back, decent survey article in BW today on immune system memory and reaction to viral challenge, both natural and vaccine based. RWR

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