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To: Montana Wildhack who wrote (6394)	1/8/2001 7:19:22 PM
From: Montana Wildhack	Read Replies (2) \| Respond to of 14101

Here's a two year chart of Provalis on the NASDAQ. It's traded between 1 and 2 dollars 90% of that time and closed at 1.62 up .34 or 26%. uk.finance.yahoo.com So it trades at the Cdn equiv of .40 on LSE and trades at the Cdn equiv of 2.40 on the NASDAQ. Can somebody help me with this? Wolf

To: Montana Wildhack who wrote (6394)	1/8/2001 7:54:31 PM
From: john.d	Read Replies (1) \| Respond to of 14101

To all, here are the Pro's and Con's on the announcement today as I see it: Pro's: 1) a small company can focus its energy on Pennsiad, which a larger Pharma may not do. They appear committed to making Pennsaid their lead product, which is a criteria that is important to Rebecca 2) Rebecca can work closely with the Management at Provalis to sort through issues. When she leaves a message, the call will be returned that day. The large pharma's, on the other hand, work on their schedule. My bet is that Rebecca really hit it off with the management team and is keen to work with them. 3) Creates a potential option for Dimethaid to purchase Provalis after Rebecca has an opportunity to see what they can do. Consistent with Dimethaid's strategy to be an integrated pharma co. Con's 1) Brand Equity SELLS!!!! You and I purchase goods & services because of it every day. People purchase products from company's they trust, even though there are better products sold by unknown companies. Although the Doctor's are an important component in the marketing strategy, it makes a big difference if the patient has seen a commercial that gives them a "warm and fuzzy" feeling about the product. Better yet, the patient sees the commercial on TV (similar to the Celebrex and Vioxx commercials)and demands the Doctor prescribe the product. I suspect that Provalis has little if any Brand Equity with the UK public. Please Rebecca prove me wrong. Provalis will need an army of sales staff to match the Brand Equity that a larger Pharma has with the public. This is my view is HUGE NEGATIVE and a important reason why J&J is such an important partner for the U.S. market! 2) Provalis has limited financial capabilities to undertake a major marketing campaign and likely did not provide Dimethaid with a nice juicy up front payment that we all expected. That leads me to a sidebar: in the President's message Rebecca said the following: "Our limited finances and our conservative fiscal approach in part necessitated this approach. In the New Year, we expect to be in a position which will allow us to aggressively expand our product pipeline using our platform drug delivery system: simultaneously developing a number of new products." That suggests to me that large $$ are coming from somewhere, maybe we will see another deal soon as suggested by a few posters. Hope it's true. 3) This company is unknown and as a result this creates uncertainty within the investment community so without another major announcement, or until we see some excellent sales results, the stock price isn't going anywhere soon. 4) Does this mean that no other large Pharma was interested enough to even come close enough to what Rebecca & co was asking for? Good gracious I hope not. You'd think that if a large Pharma was willing to pay a slightly lower royalty and make reasonable sales performance commitments that Rebecca would have went for it. This is a bit worrisome and may explain why J&J has not signed up. In summary, I am a bit disappointed. Not going with a firm with brand equity is a major negative in my books. That said, I have faith in Rebecca and will patiently wait to see how this unfolds. A conference call to explain this decision would be greatly appreciated. John