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To: Cal Gary who wrote (6578)	1/26/2001 8:55:04 AM
From: Montana Wildhack	Read Replies (1) \| Respond to of 14101

CalGary, Re: Cash position I did the same calculations. They did get some cash already from Provalis. At a 2 for 1 exchange rate, we probably took in some 2 million Cdn plus or minus. Enough to get to that first placement. I respect Poxon and have done very well by him. He called the Certicom turn most recently. He called the Ballard downturn and the Nortel downturn. I make good money reading Poxon. Note that Vioxx and Celebrex between them sell more in 2001 than the original market size estimate. Market sizes can be made larger with the right products. I suspect we'll build much more slowly but steadily and continuously building earnings are a good thing. Wolf

To: Cal Gary who wrote (6578)	1/26/2001 10:48:27 AM
From: Joe Krupa	Read Replies (2) \| Respond to of 14101

Looks like the Poxom TA analysis stirred some buying this morning. Volume is suspicious though, so far, and bids are not backfilling in any significant way. A good indicator for me of the strength of a DMX rally is if it's a traders rally or an accumulators rally. There are several houses who have been conspicuous traders of DMX over the past few months (Jones Gable, Georgia Pacific, Canaccord, Brenark, Brink Hudson, etc). These houses create and play momentum, and you can be darn sure that if you see 5000 shares of buying early in the day, you will see 5000 shares of selling from them later in the day. When I see the majority of buying from these houses, I am always suspicious, for the reason that their buying pressure always returns as selling pressure. I would be much more comfortable if large buy orders started to come from the accumulating houses like CIBC, Nesbitt, Merrill, etc. A few thoughts, joe PS. Is it just me, or has the font size/style on SI changed?

To: Cal Gary who wrote (6578)	1/28/2001 12:45:43 AM
From: Cal Gary	Read Replies (1) \| Respond to of 14101

From Pharmacia's pnu.com Celebrex, the number-one selling prescription arthritis medication worldwide, had sales of $687 million in the quarter and $1.8 billion in the first nine months. In the U.S., sales for the quarter were $584 million with a slightly positive impact from anticipatory purchasing at the trade level. During the third quarter, the European rollout of Celebrex continued with launches in Italy and Spain. Assuming 4Q sales = 3Q sales, then forecasting full year sales for Celebrex, Pharmacia can boast Y2000 sales of at lease $2.5Billion. Pharmacia's year end results should be out within the next couple of weeks. Compare this to Merck's VIOXX achieved $2.2 billion in sales for the full year 2000, with $700 million in the fourth quarter. As I understand, both these companies are still ramping up sales to more nations. Wow, Pennsaid gets to rumble in a $4.7 Billion sand box! So every 1% market share we earn/win/steal/get is $48,000,000 usd. And according to Wolf, "a growing OA market." Let's get it on!!!