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To: LLCF who wrote (67)11/11/1999 11:58:00 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 357
 
NBTY? Incredibly fragmented market, with little barrier to entry. I've been trying, for about four years, to find a play that I had confidence in.



To: LLCF who wrote (67)11/12/1999 8:33:00 PM
From: RWReeves  Respond to of 357
 
On the subject of Newts (Nutriceuticals)-

To get around the fragmentation problem, maybe look at PURW, which is I think the main US manufacturer of the ingredients at the wholesale level has just opened a new plant and added capacity. Selling near the bottom for it's range. Pretty strong balance sheet. Have some of this tucked away.

RXSD is one which is interesting for it's distribution channel presence but has been beaten up by price pressure and the troubled cellulite product. It's worth taking a look at as a possible munch for a pharma that wants a ready made distribution chain and some established brand equity. Also snooping around its lows, it briefly soared as a dot-com earlier this year. LOL, a sight to see. Don't have any at the moment, looking for the fire sale.

BTW re: a talk we had way back, decent survey article in BW today on immune system memory and reaction to viral challenge, both natural and vaccine based.

RWR



To: LLCF who wrote (67)11/18/1999 5:00:00 PM
From: scaram(o)uche  Respond to of 357
 
>> Hey, we're on SI... what about some stocks on the subject? <<

Here's one for you? I know nada........

Thursday November 18, 4:09 pm Eastern Time

Company Press Release

ENADA NADH Confirmed Aid in Fighting Chronic
Fatigue Syndrome

CHATSWORTH, Calif.--(BUSINESS WIRE)--Nov. 18, 1999--Natrol Inc. (Nasdaq:NTOL - news), a manufacturer and
distributor of nationally branded dietary supplements and a leading distributor of ENADA® NADH (ENADA) manufactured
by Menuco Corp., today commented on the release of an FDA-approved study on Chronic Fatigue Syndrome (CFS).

CFS is a debilitating disorder that causes unexplainable tiredness or lack of energy. It is estimated that CFS affects more than
14 million Americans.

According to a report published by Menuco, ''results of an FDA-approved, double-blind, placebo-controlled cross-over
study published in the February 1999 issue of Annals of Allergy, Asthma and Immunology, found that CFS patients taking
ENADA, a dietary supplement, were four times more likely to show improvements compared to those taking a placebo.

''A follow-up open label study showed 72 percent of the patients taking ENADA achieved continued marked improvement
over time. After more than 18 months of using ENADA more than 80 percent of the CFS patients continue to experience
improvement in their condition.''

Natrol is one of the country's largest wholesalers of ENADA to retailers, selling two potencies of ENADA® NADH, 2.5 and
5.0 mg, in 10-count and 30-count blister-packed, under its Natrol brand name.

Natrol sells ENADA through multiple channels of distribution, including health foods stores, chain drug stores, food stores,
mass market merchants, as well as catalog and Internet retailers.

Natrol's President and Chairman, Elliott Balbert, noted when the studies were released: ''that Natrol's mission is to help
improve the well being of the average person through the sale of its products. We market ENADA as an energy enhancing,
energizing coenzyme because NADH plays a key role in the energy production of our cells and neurotransmitter processes.

''As a supplement company, we have never linked ENADA to CFS. Even so, we can't help but take note of the published
study which was conducted by doctors at the Georgetown University Medical Center. Natrol is proud to be associated with
Menuco in the distribution of ENADA.''

This release contains, within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995,
forward-looking statements that are based on management's beliefs and assumptions, current expectations, estimates and
projections. Many of the factors that will determine the company's financial results are beyond the ability of the company to
control or predict. These statements are subject to risks and uncertainties and therefore actual results may differ materially. The
company disclaims any obligation to update any forward-looking statements whether as a result of new information, future
events, or otherwise. Important factors and risks that may affect future results are described in the company's filings with the
Securities and Exchange Commission.

Contact:

Natrol Inc., Chatsworth
Tami Paige, 818/739-6000