GUMM - Eliminate the Common Cold Message Board

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Biotech / Medical : GUMM - Eliminate the Common Cold

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To: Kevin Podsiadlik who wrote (3816)	3/19/2001 6:05:55 PM
From: Mike M	Read Replies (1) of 5582

Hi, Kevin. Did somebody take a dump in your Wheaties? I think the operative issue is SKUs... While I don't know the wording of the acronym, my understanding that every variety of a product has its own SKU(like a UPC code). i.e. cherry flavored Robitussin has one each in both the six and the 10 oz variety....Hence Zicam cold has one and Zicam allergy has another. I don't think anybody is allowed to release the names of other brands from this data but this includes Alka Seltzer, Tylenol, Robitussin, Sudafed etc... It would seem to me that this information has to be taken with a grain of salt in that Zicam cold for instance comes in only one size and flavor so only has one SKU and Robitussin cold syrup may come in 5 or 10 different SKUs... Lets let GUMM feel good about the fact that they have moved up from #20 to #5 despite the fact that the figures are difficult to interpret. Regarding profitability, I think you might be surprised from here forward. The financials suggest that Zicam has been profitable, simply not able to overcome the cost of the gum manufacturing operation... Well that won't be a problem for GUMM any more, will it? I'd even bet your money that Zicam will be profitable this quarter... Hope your investments are doing well.

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