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Biotech / Medical : GUMM - Eliminate the Common Cold
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To: Mad2 who wrote (2029)1/16/2000 12:03:00 AM
From: Mike M  Read Replies (1) of 5582
 
I suppose John's point was that folks will begin looking for a "cure" for the cold in their pharmacy and will only find Zicam available.

Perhaps Agouron will have something to market next year, probably not. FDA approval is hardly a given. AVIR(for example) and their flu mist has been delayed by the FDA two years in succession despite the NIH in a full court press. When and if there is approval for Agouron and maybe someday VPHM(their cold approval is years away if ever), will there be a market? Price, efficacy, availability and "the decision making approval level" will play a part in the answer to that question.

In the scheme of things there is room for more than one player in the cold market. The simplicity, efficacy and availability of Zicam are its greatest assets. Moreover, history suggests that the first to market is usually the winner.

Your objections notwithstanding, a good clinical result for Zicam will be very troubling for Agouron and VPHM. For reasons stated above, the contrary is not necessarily the case.

I would love GUMM for nicotine, dental and other gum reasons alone. I just love it more when topped off with a potential blockbuster like Zicam.

Congrats on a good technical read on QGLY.

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