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

To: DaveAu who wrote (6195)	12/13/2000 9:31:27 PM
From: Montana Wildhack	Respond to of 14101

Dave, A little of everything. I was in Hespeler, Ontario yesterday in a pool tourniquet drinking tequila at 1 am and never really got in gear today. Great little town. I saw the Mobicox approval. Hopefully they also increase the total NSAID market. If we sold a drug that targeted a condition that had a finite period, I would be concerned. Since the only real option for a physician is to prescribe pills for life or try Pennsaid - I'm pretty sure we'll get respectable market share. I agree the third player plays price; but there's a lot of room: CELEBREX® PRICES ARE AS FOLLOWS: 100 mg Celebrex® Pills 60 - 100 mg doses $105 ($1.75/100 mg dose) Note:15 days 100 - 100 mg doses $170 ($1.70/100 mg dose) 200 - 100 mg doses $330 ($1.65/100 mg dose) 200 mg Celebrex® Pills 60 - 200 mg doses $156 ($2.60/200 mg dose) 100 - 200 mg doses $255 ($2.55/200 mg dose) 200 - 200 mg doses $500 ($2.50/200 mg dose) 50 Capsules of Celebrex 200mg $225 100 Capsules of Celebrex 200mg $400 200 Capsules of Celebrex 200mg $750 50 Tablets of Vioxx 12.5mg $225 100 Tablets of Vioxx 12.5mg $400 200 Tablets of Vioxx 12.5mg $750 50 Tablets of Vioxx 25mg $225 100 Tablets of Vioxx 25mg $400 200 Tablets of Vioxx 25mg $750 I'm not too concerned. I suspect the new guy comes in and creates a new balance in the average price after taking a reasonable percentage. Boehringer's got a good name. They're all systemic NSAID's and don't have any advantage in our niche. I don't know how much we would be deviating from the earlier phase IV selling price of $45 wholesale and $60-65 retail. At least that's what I used as a worldwide selling price in the 5% market penetration forecasts I based the share price predictions on. You know how I feel about setting low expectations but I won't be upset if my estimates were all low. It's only the other way that bother's me. This pause feels to me like the eye of a small storm. All the best, Wolf