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


To: David Silverman who wrote (2519)4/19/2000 3:06:00 PM
From: Mad2  Respond to of 5582
 
Dave, I myself don't dispute that Zicam shows some benifit, however I don't want to get in a spitting match about how effective, etc.....
I would point out that Quigly's zinc tablets also provide some benifit as well, however that alone is no cure for the illness surrounding their stock (QGLY on the NASDAQ), plane old butt ugly for those who have been in it since its heyday.

Ultimatly GUMM will be valued as all companies are, according for their ability to generate earnings, factoring up or down for the stregth of the balance sheet.
Near term earnings and quarterly results will drive this stock.
GUMM might be a potential play (to the upside) come May/June or sometime this summer, depending on how their upcoming financials look as well as the markets desire to buy speculative small caps.
mad2



To: David Silverman who wrote (2519)4/19/2000 3:08:00 PM
From: Mad2  Read Replies (1) | Respond to of 5582
 
Dave, I myself don't dispute that Zicam shows some benifit, however I don't want to get in a spitting match about how effective, etc.....
I would point out that Quigly's zinc tablets also provide some benifit as well, however that alone is no cure for the illness surrounding their stock (QGLY on the NASDAQ), plane old butt ugly for those who have been in it since its heyday.
Ultimatly GUMM will be valued as all companies are, according for their ability to generate earnings, factoring up or down for the stregth of the balance sheet.
Near term earnings and quarterly results will drive this stock.
GUMM might be a potential play (to the upside) come May/June or sometime this summer, depending on how their upcoming financials look as well as the markets desire to buy speculative small caps.
mad2



To: David Silverman who wrote (2519)4/19/2000 3:33:00 PM
From: Hank  Read Replies (2) | Respond to of 5582
 
"We have a press release..."

Yes, and unfortunately that's all you have. Without a publication, GUMM can draw all the conclusions they want to from the data, whether or not the data supports those conclusions. Publications are the only way to verify the validity of a study because then the scientific and medical community have a chance to view the methodology and results and draw their own conclusions.

Even though the FDA requires clinical studies on products like Zicam in order to substantiate manufacturer's claims, they have NEVER reviewed even one Zicam clinical study (see GUMM's recent 424 filing on 3/13/00) nor has GUMM volunteered to let them review any data. Therefore, what you have here is a press release wherein you are expected to take GUMM's word for it that clinical studies prove Zicam works.

Having tried the stuff myself with zero success, I'd like more proof than their word. So far, their word seems to be more fiction than fact. How else do account for the numerous press releases last fall claiming that Zicam was selling 4 or 5 times better than expected, yet their latest press release is almost a direct admission that sales were actually worse than expected? The last press release was a set up for a bad earnings report in May.

How can you trust the word of management like that? And now we're supposed to believe that a homeopathic cellulose gel suspension is clinically proven to alleviate allergies?? Oh yeah. Might as well take your money into the back yard and have a nice bon fire with it. Just my humble opinion, of course.

Hank