Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : GUMM - Eliminate the Common Cold -- Ignore unavailable to you. Want to Upgrade?

To: Mad2 who wrote (2029)	1/15/2000 10:01:00 PM
From: out_of_the_loop	Read Replies (1) \| Respond to of 5582

Geez. Pleconaril has been known about for over a year. Yawn. Pleconaril: 1.cost - $50-$100 per "cold treatment" 2. Effectiveness - cold duration down from 14 to 10 days. 3. prescription. 4. no prevention proof. Zicam: 1. cost - less than $5 per cold 2. effectiveness - cold duration down from 10-14 days to 1-3 days 3. nonprescription 4. prevention studies will be out long before VPHM will get FDA approval. Pleconaril is not a threat to Zicam except for those with imaginations and unappreciative of reality. We have discussed it here before. Several weeks ago Agouron was out with publicity on their drug. This weekend VPHM is stepping up their publicity on pleconaril. GUMM will have data out on Zicam prophylaxis way before either make any real sales. Zicam has its place in the OTC market. Pleconaril will have its place in the treatment of meningitis and some viral inffections but Dr. Romero must really be the Joker if he thinks it is a cure for the common cold. If you really think it will take away the otc market, short away, but anyone with any sense will take a sub-$10 otc remedy that works better and does not require a doctor's visit.

To: Mad2 who wrote (2029)	1/15/2000 11:59:00 PM
From: out_of_the_loop	Respond to of 5582

GumTech announced with GelTech this week that a patent will be awarded for Zicam. I wonder what data was used to support its efficacy. Perhaps the wait will not be that long. Maybe you will be out of your QGLY position play by the time that news is released.

To: Mad2 who wrote (2029)	1/16/2000 12:03:00 AM
From: Mike M	Read Replies (1) \| Respond to of 5582

I suppose John's point was that folks will begin looking for a "cure" for the cold in their pharmacy and will only find Zicam available. Perhaps Agouron will have something to market next year, probably not. FDA approval is hardly a given. AVIR(for example) and their flu mist has been delayed by the FDA two years in succession despite the NIH in a full court press. When and if there is approval for Agouron and maybe someday VPHM(their cold approval is years away if ever), will there be a market? Price, efficacy, availability and "the decision making approval level" will play a part in the answer to that question. In the scheme of things there is room for more than one player in the cold market. The simplicity, efficacy and availability of Zicam are its greatest assets. Moreover, history suggests that the first to market is usually the winner. Your objections notwithstanding, a good clinical result for Zicam will be very troubling for Agouron and VPHM. For reasons stated above, the contrary is not necessarily the case. I would love GUMM for nicotine, dental and other gum reasons alone. I just love it more when topped off with a potential blockbuster like Zicam. Congrats on a good technical read on QGLY.