GUMM - Eliminate the Common Cold Message Board

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Biotech / Medical : GUMM - Eliminate the Common Cold

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To: Tatnic who wrote (3478)	12/14/2000 10:59:30 AM
From: Mike M	Read Replies (1) of 5582

CC, long term I don't think the company disagrees with you. I think they believe the Swedish Match JV and others down the road will be the true growth machine. But I wouldn't count Zicam out from being a growth product for the next few years and eventually a real cash generator. Until the QGLY issue is resolved, I don't see anything dramatic happening with Gel Tech. By Feb 2001(about the time QGLY's patent expires), maybe sooner if there is settlement, that will be resolved. At that point it will become clear who might be interested in the product and who isn't. Of course, the preventative studies will play a significant part. In the short term relationships like P&G will be critical to GUMM. But, as you surmise, nicotine gum and like products will loom large in their future. This is why I don't understand the persistence on the part of shorts to continue to focus on this company. Few of the long term investors will be shaken from the stock. Margin becomes less an issue as many longs have either boxed their positions or are shutting down their leverage.

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