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

To: Eric Fader who wrote (459)	3/31/1999 2:12:00 AM
From: out_of_the_loop	Respond to of 5582

Eric: Zicam sales are, if you believe the report, better than anticipated. GUMM has announced that they are entering the nicotine gum market, that they are starting clinical trials on Zicam for allergy symptom relief, and that they have spent considerable money to ramp up production of their gum products. Some of us believe that the company is doing well as a turnaround and Zicam is icing on the cake. Some of us bought for Zicam and think that the company turnaround (of the gum products) is icing on the cake. Either way, the cake is there. I cannot predict how the market will respond to this news in the short term, but the long term (these days long term is anything from hours to weeks to months...) looks very bright. I probably just proved your statment true. LOL. Howard

To: Eric Fader who wrote (459)	3/31/1999 8:26:00 AM
From: DanZ	Read Replies (1) \| Respond to of 5582

Eric, Thanks very much for your comments. It's reassuring to know that a non-shareholder like yourself, who should be unbiased, doesn't think that my optimism is overdone. With regard to Zicam and the end of the cold season... Yes, we are near the end of the current cold season. But, the cold season will get rolling again in the Northeast in September, October or thereabouts? That's only seven months away and stock prices discount the future. When you add in that sales of Zicam are ahead of the company's expectations during a period that could be considered the end of the cold season, you have to be positive. I don't see any other way to look at it and I'm trying hard not to be biased because I am long the stock. Zicam is only being sold in a few major retailers. While significant for a new product from a company with no history in the cold remedy market, GumTech's current distribution is very small when compared to the total market. Check out quigleyco.com for a partial list of potential retailers. The market is huge and GumTech has only just begun distribution. Between now and the beginning of the cold season, I would expect many of the retailers on that list to purchase Zicam in anticipation of the next cold season. In other words, I'm expecting channel filling to bring in revenue before the cold season starts and sell through to bring in revenue after the cold season starts. Zicam is selling well in retail stores according to the company and you have to expect this to pick up more during the cold season. Best of luck and thanks again for keeping me in check. Dan