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To: Montana Wildhack who wrote (6947)	3/14/2001 6:41:02 PM
From: Joe Krupa	Read Replies (1) \| Respond to of 14101

Hi Wolf (Sir Postalot), "Bottom line for me is that Dimethaid is signalling that something in the neighbourhood of 4 million units a year is already not enough for the foreseeable future." I agree with you that the current signals from Dimethaid do allow for some more solid forecasting assumptions. Your reasoning for the above statement makes perfect sense to me. Frankly, it's terribly exciting. I think we can all remember that shortly after the Health Canada fiasco, Peter let it be known that they were beginning "full production" at the plant. We were all nervous at the time, and hoped to hell that they were right in their assumption of UK final approval within a short while. Getting approval was absolutely critical given the increased burn rate from production. Well, they delivered, and it was evident that they made the statement about entering "full production" because they KNEW UK final approval was in the bag. Now, we have Rebecca stating that "full production," as we had it, is no longer enough for "world demand." My guess is that she knows that other things, that would warrant these increases in production, are "in the bag," also. joe ps. Wolf, thanks for laying out the numbers as you have. Always appreciate it.

To: Montana Wildhack who wrote (6947)	3/15/2001 5:51:09 PM
From: David Graham	Read Replies (2) \| Respond to of 14101

Wolf, If however, Dimethaid chooses a variety of smaller distributors on the continent, then I suspect Dimethaid will look hard at building and running one themselves over there as part of Fabrication Dimethaid. I hope Pennsaid demand warrants manufacturing all over the planet. However, to harp on one of my favorite themes, is it in our best interest to have DMX directly manage facilities in multiple jurisdictions? It's one thing running a plant in your home country where you are familiar with employment laws & customs, as well as tax, political (i.e. Quebec 'inducing' pharmas to locate there) and other considerations. It's another story halfway across the planet. My choice would be to offload production to a contract manufacturer who already has a facility in place in or near the desired markets. DMX's valued added should be in the continued development of marketable drugs, not the production thereof. Management has only so much time to devote to any project, and overseeing production seems like a small source of value added. As well, the whole theory of DMX owning and operating a bunch of manufacturing facilities runs counter to the general concept of specialization and I can't see a reason to justify it. (They should get on with the fungus goop.) For anyone who's interested, I came across this list of contract manufacturers. members.tripod.com David