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Biotech / Medical : WPI Watson Pharmaceuticals

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To: RickM who wrote (36)	3/19/1999 9:42:00 AM
From: DanZ	of 61

Rick, Even though the size of the nicotine cessation market is very large, it wouldn't have as big an impact on Watson as Gumtech. GUMM has a market cap of roughly $70 million while WPI has a market cap of roughly $3.8 billion. If Gumtech gets this business from Watson, I believe that it will materially affect Gumtech's revenue and earnings. At this point, only Gumtech or Watson can make the nicotine gum product. How likely is it that SmithKline Beechum will make it for them? LOL There are no other facilities and Circa Pharma does not have sufficient capacity to for a full scale product launch. They have enough capacity for pilot batches. The odds favor Gumtech getting this business, especially since Watson wants to launch the product this summer. While I'm purely speculating here, it's based on sound reasoning. Gumtech is running on all cylinders right now and has a lot of momentum with contracts from Heritage, Breath Asure, Ranir, and Zicam. Best of luck, Dan

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