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To: Mad2 who wrote (3681)9/17/1999 6:00:00 PM
From: out_of_the_loop  Read Replies (1) | Respond to of 10293
 
I agree it is a valid point that you summarized in you last post. I think the international distribution will not be a problem and that Watson is picking up the heat in the U.S. because they are the competition here so far. This is advantageous to GUMM right now only to the extent that the problem could get solved before their ANDA is approved. Your point that it might not be is well-taken. Time will tell and in the meantime their suit's point of contention is not an issue with international distribution.

It was discussed on the Yahoo thread.



To: Mad2 who wrote (3681)9/17/1999 6:47:00 PM
From: Mike M  Respond to of 10293
 
mad2, what company doesn't have competition? Nothing will be free...the marketplace will have to be carved out. This is a major reason GUMM will make their bones as a private label manufacturer and later inject their proprietary products as market acceptance and finances allow.

There are plenty of large companies out there who don't mind facing off w/ S B....S B no longer own the rights to nicotine gum and is just prolonging the agony. Their only beef now appears to be in the packaging... I doubt that will slow GUMM much.

Private label profit margins are good (proprietary obviously even better).