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Biotech / Medical : GUMM - Eliminate the Common Cold
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To: Hank who wrote (2140)1/31/2000 1:23:00 PM
From: DanZ  Read Replies (2) of 5582
 
Hank,

Scientific proof is more important (or interesting) to some researchers, physicians, and scientists. It isn't important to most consumers. The value of Zicam will therefore be determined by consumers to a great extent and their vote so far is that it works and they are happy with the product. You say it didn't work for you. I say big deal; your experience is in the vast minority of people that I know and who have told the company otherwise. You say anecdotal evidence isn't good enough for you, but apparently it was good enough for you to establish a short position in GUMM. That is hypocritical and nuts (IMO) given the rapid increase in sales at this company. You also continue to ignore the gum business, and in particular, nicotine gum, which has the propensity to be even bigger than Zicam. Dental gum won't be insignificant either, IMO.

Good luck with your short position. I believe that it will only get worse the longer you stay short.

Dan
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