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Gold/Mining/Energy : Nuvo Research Inc

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To: DaveAu who wrote (6511)	1/19/2001 10:11:52 PM
From: john.d	Read Replies (4) of 14101

To all, Here are my initial thoughts. Before I start I will say this, if there's anything I've learned, it’s that nothing should surprise me anymore from Ms. Keeler. Here goes: 1)Creates an incentive for Dimethaid to raise their share price and minimize dilution. 2)Provides flexibility in negotiations with marketing partners. No one can hold a gun to Rebecca’s head now; something that J&J may have been trying to do? 3)Allows the company to hire the necessary staff and move forward aggressively with the business plan to develop more products around the delivery platform. The patent on the transdermal carrier expires in 2006, so she can’t sit around waiting for marketing partner payments forever. 4)With WF10 AIDS phase III trials finishing up in June, this provides sufficient flexibility for Rebecca to direct funds to OXO to prepare regulatory submissions for prime world markets upon completion of the phase III trials and subsequent analysis. A regulatory submission is likely a costly and lengthy process and we know Oxo is short of cash. This funding may position them to make submissions in a timely fashion. I think we can expect to see Dimethaid increase their equity position once the phase III trial results are announced. Very positive in this respect. 5)Also provides flexibility for Dimethaid to direct funds to Oxo for other trials now underway (i.e.: prostate cancer, etc.) 6)Agua has to believe that the stock has potential to exceed $25 to set this is a maximum purchase price. 7)A $50 million financing is significant, we are moving into the bid time! 8)This may signal that Rebecca does not expect significant up front payments from the Euro Partner and/or J&J any time soon. On the same token, this may not be the case since this deal is very flexible. If she gets what she wants from the marketing partners she may not need to use a large portion of the funds 9)Could this suggest that we will not see a NASDAQ listing this year? 10)Could this signal that FDA approval is further away than we think? Doubt it, but makes me wonder. Overall, I'd say it's a pretty interesting and positive deal. John

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