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


To: Zeev Hed who wrote (1903)7/11/1999 5:26:00 PM
From: Bill Wexler  Read Replies (2) | Respond to of 10293
 
<<Shorting this one into the cold season might be a Russian Roullette play>>

It certainly does feel like they're trying to line up some suckers for a squeeze.....hmmmmm. The only questions in my mind before finding a good short entry point to this fraud are how good is the borrow and where is the majority of the float sitting?

As far as their "business" is concerned, I personally think that they're late for the party. The homeopathic cold remedy scam was born and died with QGLY. Sales will be near-zero at retail.




To: Zeev Hed who wrote (1903)7/11/1999 5:41:00 PM
From: out_of_the_loop  Read Replies (2) | Respond to of 10293
 
<<they are selling this zinc based snake oil as a homeopathic ambrosia, >>
Wow, Ze'ev.

Do a literature search on those guys; they are not rubes or hucksters. Anyway, I appreciate your actually taking the time to read the S-3 (it took me a long time), and to determine that it is not a death spiral kiss. GUMM is betting that the 40,000 or so stores that stock Zicam will be repeat orderers (just like Albertson's, for example, who have ordered more than 8 times since January). They are also betting that they will have foreign and/or domestic nicotine gum contracts by that time. With new management in place clearly taking this as their major focus (as they have stated), this is easily plausible.

As for the study, a p<0.001 is hardly close to anecdotal or close to simulating a placebo effect. In addition, the study will stand on its own once it is published. Do you think two Ph.D.'s from USC would try to submit a study to a reputable journal without double-blinding?

With regard to labelling, they are quite aware of all the regulations with regard to such. No claims on the label will be made illegally; I think you will find the publishing of the first study, the announcements of the results of the second study (should be done next month), and the advertising campaign with accurate labelling will be done in accord with the law. These are my opinions based on my research.

Your milk of magnesia analogy, though tongue-in-cheek (I think) ignores the mechanism of action which is explained well at the zicam.com site and was indeed reiterated in the recent JAMA article Dan mentioned. All of this is easy DD.

How many people laughed and made fun of the guys who wanted to give antibiotics to patients with gastric ulcers just 10-15 years ago? Now, H. pylori is a zillion-dollar business. BTW, what ionic solution (probably also would be branded as homeopathic) placed topically prevents eye infections in newborns throughout the world?



To: Zeev Hed who wrote (1903)7/11/1999 7:06:00 PM
From: doormouse  Read Replies (1) | Respond to of 10293
 
[Ze'ev OT]

I take umbrage at your ref to the Russian winter. The people of Petrograd long ago proved the efficacy of soaking their feet and chests with vodka and wrapping in a plastic dry-cleaner's bag overnight (l-o-o-o-n-g night).

:))

.k