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Gold/Mining/Energy : Nuvo Research Inc -- Ignore unavailable to you. Want to Upgrade?

To: john.d who wrote (5817)	11/20/2000 6:59:48 PM
From: Mark Bartlett	Read Replies (1) \| Respond to of 14101

John, I recall her saying at the AGM that any of the companies they were considering as marketing partners could be ready to market Pennsaid within 4-8 weeks of having been given the nod of approval. Likely much of the money to be spent for marketing activities (at least I would think) would come from the the marketing partner, rather than DMX. As far as production goes - yes it would be nice to have a few more $$ to help in that regard. I think Rebecca thought we may be a little further along at this point and would not require additional $$ - but Oxo needs $$ and some of ours went to them. In principle I have no problem with that (other than the timing) because I believe that (in the long haul) 20% of them will be worth more than Pennsaid. No doubt that we could use some positive news soon. MB

To: john.d who wrote (5817)	11/20/2000 10:19:15 PM
From: Montana Wildhack	Respond to of 14101

Hi John, Rebecca has demanded such high royalties for Dimethaid, that every company has said, OK if that's the deal, you deliver approval and then we'll talk. With her antagonistic style, she may have pied a few off which has limited Dimethaid to only one or two qualified companies and reduced her negotiating leverage. Is that a bad thing? I do recall that both Peter and Rennie said (Peter to me and Rennie to someone who passed it on) they expected to announce a UK deal very shortly after** approval. I wouldn't be suprised that that is exactly what happened. Seriously though, I'm not sure I can agree that choice of timing of announcing a deal would effect approval timing. I'm under the impression that the distribution details are included in the final details reviewed. On the other hand, I would have handled it as you suggested. Do a deal and announce it ESPECIALLY since this would be a key milestone and provide cash as you pointed out. One piece of hard evidence is that Ms Keeler is not afraid to openly start production and incur those expenses. This is evidence that she has real confidence she'll get it soon and she estimated by end November. There is something not right here and we need to try and figure out what. You're right. Nobody's excited. Nobody believes it. Nobody's buying and nobody's selling worth a damn. TD's selling techniques to unload over 1/2 million shares are bizarre to say the least. Twice now they have left 50,000 on the table. Today at 4.01. Yet they keep coming back and casually selling it down. I saw a Fellini film like this once. I forget how it ended. Wolf