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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: BDR who wrote (1866)	7/11/1999 12:56:00 AM
From: Mike M	Respond to of 10293

www3.techstocks.com To: Mike M (610 ) From: Howard D. Epstein, M.D. Wednesday, May 19 1999 1:09AM ET Reply # of 693 Facts about Tremacamra The article about Tremacamra will be published in JAMA (Journal of the American Medical Association). JAMA is a reputable journal. Tremacamra is not to be published in the New England Journal of Medicine, nor the American Journal of Medicine. I saw the ABC News with Peter Jennings report and it concurs with the post by Calypso that had the JAMA link. We are talking about one study & one article and it is not brand new as per post #333 on this thread. Why Zicam is a true long term investment and Tremacamra may never materialize beyond this JAMA article 1. First of all, whoever said that Tremacamra is coming to market? Who said you will ever be able to invest in it? There is no guarantee. In order to come to market, this biological protein must pass through all orders of FDA approval. There is no guarantee. Zicam is here now. Tremacamra may take several years to produce and Zicam will be building its brand name this year. Tremacamra will be out of the media and out of mind a month from now. 2. Zicam is cheaper to manufacture. Despite high profit margins for GUMM, Zicam will have a much lower price than a genetically engineered protein. 3. Zicam is a more stable substance with a longer shelf-life. Proteins denature by themselves over time and are adversely affected by heat. Tremacamra will have to be stable at room temperature and not require refrigeration after opening. That seems highly unlikely to me given that I typically keep simple protein solutions in the refrigerator for all the tests I run with them. This includes proteins as simple as albumin without anything added to it. 4. The results of Tremacamra are not as good as Zicam and are "in between" Z and the first cold-eze studies. Zicam's results are MUCH better. The mechanism of action of Zicam is more appealing to me than that of Tremacamra (see previous post). 5. I said that JAMA has overhyped this prematurely because it is the JAMA PR machine that got this on the major networks. If and when Zicam gets into the New England Journal of Medicine, the premier journal of clinical medicine, similar or better PR machines will be at work. The journals themselves drive some of this, so one cannot assume that the producing company is responsible. 6. Zicam does not require a prescription. Despite the fact that some misinformed individuals go to the doctor for the common cold thinking that antibiotics will cure them (and some twisted doctors give them), a nonprescription remedy that works imediately will be much more sought after. Ladies - how many times have you waited to see a doctor for a yeast infection (the usual answer is "once - just the very first time")? Once it is in a reputable medical journal, medical professionals will accept Zicam. As a previous poster pointed out, the mechanism of action is now even more a part of the accepted medical literature, even if the material that got it there is not as good as Zicam. Finally I cannot say how this will affect GUMM stock tomorrow, but I do know that if people sell GUMM out of fear of Tremacamra, they are making a big mistake because Zicam will be very big this next cold season. And the next and the next. And if people sell based on this, the smart money will be there to pick it up. www3.techstocks.com