Zincum Gluconicum. I love that. For those who don't know, Quigley's Cold-Eeze is zinc gluconate, with glycine to make it palatable. In other words, even assuming Zicam works (and remember, there's so far no published clinical evidence) then we're talking about Cold-Eeze that you shoot up your nose at twice the price.
Lozenge vs. nose spray, I go for the lozenge.
$4.99 (or less) vs. $12.95, I go for $4.99.
About one bag of Cold-Eeze per cold. How long does one vial of Zicam last? Cold sufferers, please let us know.
Then look at Quigley's sales and earnings. After the initial channel fill, both have been declining.
Also, Quigley owns Cold-Eeze outright. It pays some patent royalties and some off-the-top fees to Guy Quigley but those costs don't even amount to 20% of the business. GumTech's stake in Gel Tech is just 60%, so you have to knock off 40% of whatever Zicam can produce even assuming all goes well. At least, that's the way I read the press releases.
Now let's talk dental gums. Does anyone on this thread regularly use these gums? I don't and I don't know but one person who does. Anyone done a taste test of Arm & Hammer vs. BreathAsure? I did, and I preferred the taste and texture of Arm & Hammer. What are the current annual U.S. sales of such gums, real sales and not just channel fill? I don't think any of you know because I doubt the companies know.
This stock could easily keep falling until the next press release. Speculators who bought it keep selling to cash in profits before they lose them. Depending upon how long it takes until there's another Zicam press release, $7 or less seems possible near-term. That's not a prediction, just thinking out loud about the risk-reward. |
