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Gold/Mining/Energy : Nuvo Research Inc

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To: Greg Spendjian who wrote (10504)8/9/2002 2:08:13 PM
From: Joe Krupa  Read Replies (2) of 14101
 
Greg,

"But what gives one a cautionary pause is that none of the big pharmas have jumped to the bait. Presumably the strategists at companies like Merck, Pfizer, or Novartis have looked at and analyzed all the information on WF-10. If that is the case, why aren't they banging on DMX's door (or previously on Oxo's door)?"

I know Di7026 or Mark could answer this better than I, but it is important to remember that many large pharmas have staked their business and reputations on the current cocktail of antiretrovirals and protease inhibitors. These current treatments are very profitable for them and any perceived inclination toward the very unorthodox WF10 treatment would be almost an acknowledgement that they have been barking up the wrong tree for all these years.

As well, the phase III results have not yet been released. I'm sure any curious parties will wait until the published numbers are out on the latest trial. Things may change after that point.

ONC, ISA, VAS and BRA all have very promising drugs as well, yet nobody is taking aim at them yet either. Pfizer did not buy Pharmacia until it was 2 years into selling its "blockbuster" drug, Celebrex.

Just my thoughts.

joe
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