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No. of Recommendations: 5
I am an investor CNS already and have enjoyed seeing the stock price appreciate. I'm hoping that the quarterly results will give us an upside surprise with the flu season being as bad as it is this year.

I recently had a conversation with an ENT (Ear, Nose and Throat) doctor specialist and asked about the effectiveness of Breathe Right strips. He generally said very good things about the product which made me happy. However, he did say that the strips are truly effective on only a small percentage of the public who have a abnormally small internal openings at the top of their nose (not the nostrils).

This led me to question the size of CNS's market opportunity. They already have 90% market share so they aren't going to get revenue growth through market share gains. They need to grow the size of the overall pie themselves. But, if the strips are only truly effective on a small % of the population, how much larger can this company be? I also wonder if there are a lot of people out there that have tried the product and just didn't think that it worked and never bought again. It would be great to see some data on the % of first time users being repeat customers.

Just curious if there are any other ENT doctors out there that might be able to add to this discussion. Or, if there are other investors out there that has performed their due diligence on this topic.

Thanks. Looking forward to your thoughts.
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No. of Recommendations: 0
Hi,

I just used them this week - first experience with sinus/cold this winter and I had stocked up on some.

They helped me to breathe immediately but I didn't like the feel of them on - and I would not have gone out of the house with them on, so I would take them off for a while and then put one back on - I think they were a little rough on my skin also.

I will keep them in the house since they did bring immediate relief for me and the minute I seemed to fill back up again, I would think - dang - have to go put one of those strips on again!

I also used the vapor shot but only once (I used this more before when I felt like I might be coming down with something.

In my case the strips gave more relief than the vaporshot. Also I don't work so could use them throughout the day, but I would think most would just use them at night - I do have to say this cold/sinus thing seemed milder than in the past - I slept through the night with one on.

I will probably use them again since I hate going to the doctors or using medications and there was immediate relief in my case (guess I'm in the minority).

I would think the snoring strips would be the best seller out of all three items

I gave out Flu kits to my daughter and nephew here which included Vapor shot and I believe there was a sample in each one - I will ask if they have used theirs and what they thought.

One other thought tho is most people do look for a quick fix so probably do use a nasal spray - just like the cholestoral meds today - I used to see low fat diets in the office - now it's just take a pill.



Toni:)
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I'm sure you know that CNS is not limited to just BreathRight strips. They also sell Snore Relief and FiberChoice. You spray snore relief on the back of your throat to alleviate snoring. FiberChoice is a chewable fiber supplement. They also sell a breathright strip for horses.

I use the BreatheRight strips and the Snore Relief every night. I am extremly happy with the "quality" of my sleep afforded to me by these products. I would highly recommend these products if you have sleep problems that are not associated with sleep apnea. That translates into repeat business and word-of-mouth advertising.

I just purchased FiberChoice. I'm putting it through a trial period. I was pleasantly suprised with the taste. I have hopes that FiberChoice will eliminate my need to take fiber capsules. The problem with fiber capsules is that they can thicken or swell in your throat and cause difficulty swallowing. FiberChoice will not do that.

I don't have a horse so I can't comment. The CNS website does talk about this though.

CNS is in the business of bringing products to market that enhance the quality of life. They openly solicit inventors to contact them. It will be interesting to see what other types of products that they sponsor. This will allow the company to grow as long as the products are truly benefical to the consumer.

I would recomend that you visit their website. Management seems open and honest. Reading a past conference call I felt as though the company wants to bring quality products to market and they want to reward their stockholders. I can't wait to see their numbers.

Hope this helps.

Greg
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I still think there are a whole lot of people that don't know about these products. I use the Breathe Right strips only because someone recommended them to me to help sleep better when you get nasal congestion. I love that this company is so small and focused on these types of products. It makes the business so easy to understand and leaves tremendous room for growth through growing their existing franchises and launching new products. The price is still a great value under $20.

Definitely a keeper over the long term.

Macklad
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No. of Recommendations: 1
I'm not an ENT doc and can't comment on your question regarding the BreatheRight strips. Regarding the Vapor Shot however:

In an earlier post, someone mentioned a preference for Afrin nasal spray over the Vapor Shot as it is simpler to use. This is true - the spray is more portable, and less of an inconvenience. On the other hand, there is a big downside to the active ingredient in Afrin - it can create a type of "dependence". In my medical training, we were taught to generally discourage the use of Afrin because if it is used regularly, the nose can get used to having it. In other words, if you try to stop using it, your nasal tissues can swell and you nose slams shut - until more Afrin is used. Keep in mind, this kind of dependence only happens when the product is used too much - probably several times a day for many days.

On the one hand, this could be viewed as a boon for the makers of Afrin. (Think Starbucks). On the other hand, I discourage the use of Afrin because of the dependence issue. I would be curious if others do the same. It may all be a moot point anyway, because statistics show a lot of patients don't follow their doctor's advice. :-)

I've used Vapor Shot and like it. I'll be curious to see how much market share they get with it vs. the various forms of competition - sprays, pills, etc.

Disclosure: Long CNXS

Kurt
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Keep in mind, this kind of dependence only happens when the product is used too much - probably several times a day for many days.

I have a question for you.

Assuming that a person becomes dependent, will going 'cold turkey' eventually solve the problem? In other words, initially the nasal passages will close, but will they reopen and return to normal after a period of time without the drug?

Thanks.

Regards,

Eldrehad

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No. of Recommendations: 2
I couldn't help but read this post in a very nasal voice... ;-)

Gemologist.

P.S. Looking forward to hearing the news tonight.

Assuming that a person becomes dependent, will going 'cold turkey' eventually solve the problem? In other words, initially the nasal passages will close, but will they reopen and return to normal after a period of time without the drug?

Thanks.

Regards,

Eldrehad
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No. of Recommendations: 0
They also sell a breathright strip for horses.

The horse strips are not a big deal. Initially I thought they would be a much bigger aid than they currently are. They are used predominately on race horses. The biggest problem is horse people are stuck in their ways, so the governing bodies (State racing commissions) are slow to allow new aids to trainers. I believe the strips are allowed by most states now. The other problem is there are so many other factors involved in winning a race, which ultimately determines whether trainers begin using them on their horses, that the trainers would rather focus on those things like conditioning. If a horse is too tired to run it really doesn't matter if they can breathe or not. Anyway, this market is a small niche market, although I have seen some famous horses like Congaree (2nd Kentucky Derby, Breeder's Cup Classic contender) wearing the strips!
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Eldrehad,
Yes, going cold turkey is the way to go. It just takes the nasal tissues some time to get used to not having the drug on board. It's tempting for people to keep using the spray because it does relieve the symptoms temporarily.
Best,
Kurt

"I have a question for you.

Assuming that a person becomes dependent, will going 'cold turkey' eventually solve the problem? In other words, initially the nasal passages will close, but will they reopen and return to normal after a period of time without the drug?"
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Eldrehad,
kurtj3 is correct in saying cold turkey will return the nasal passages to normal & is the way to go. Be prepared for a few days of your nose being shut tight till the rebound effect wears off. I'm a nurse who has worked with ENT doctors and they always tell patients not to use Afrin more than 3 days in a row to prevent the rebound congestion.
Dar
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Be prepared for a few days of your nose being shut tight till the rebound effect wears off.

Oh... I don't use the stuff, I just have an inquiring mind. :-)

Thanks for the information though!

Regards,

Eldrehad
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