GUMM - Eliminate the Common Cold Message Board

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Biotech / Medical : GUMM - Eliminate the Common Cold

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To: Mark Marcellus who wrote (4098)	3/11/2002 11:31:30 PM
From: Mike M	Read Replies (1) of 5582

Mark, I'll grant you a couple brand names were mentioned....but,"fairly comprehensive" is a bit of an overstatement. Other products such as zinc lozenges and echinacea were also omitted. Doesn't mean they aren't commonly used. The sin of omission by this source is duly noted but hardly a smoking gun. Zicam will have to sell more than $16M a year to get that kind of validation. Moreover, I don't think they get there alone... I think it is safe to say that thus far sales have failed to meet lofty bullish expectations. It is equally safe to say that a 49% increase this year after an even larger increase last year was far more than the bearish contingent was presaging. I like to think that investors learned some lessons from the bubble, but every interaction I have with Dan leads me to think that this is probably not the case. I haven't heard Dan make any wild valuation projections lately. Doesn't mean he has to buy into mad2's $18-24M proffering.

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