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Biotech / Medical : GUMM - Eliminate the Common Cold
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To: Bo Didley who wrote (478)4/9/1999 10:03:00 AM
From: DanZ  Read Replies (1) of 5582
 
Bo,

Rumor has it that GumTech will make Watson's gum. Even if GumTech gets the business, they may not announce it because Watson might not want it to be released. Confidentiality agreements are common in these types of situations. For example, if GumTech is making dental gum for various competitors, the companies might not want people to know that GumTech is making it for all of them. If Watson plays out this way, Gumtech's revenue would go up and we could pretty much guess why. I personally think that GumTech has Watson's business but I'm only speculating based on what I know about Watson's manufacturing capacity (through their Circa Pharmaceuticals subsidiary), time to market, and GumTech's capabilities. GumTech is expanding their capacity ahead of any new product announcements and this is further fueling the speculation in my mind.

Best of luck,

Dan
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