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

To: Tom Drolet who wrote (6965)	3/19/2001 8:35:09 AM
From: john.d	Read Replies (1) \| Respond to of 14101

"Am I worried that the CHB sent this issue (Pennsaid approval) back for further work some time ago?--Yes, very! Am I worried that that the FDA is still siting on its mouth after "x" years? Yes--very! Am I perplexed about confusion re inspections --yes. no, maybe soon??--Yes, very? Some Goliath mighty Pharma's are aligned against our David DMX" Thanks Tom, you raise some very good questions. We (including me) have been trying to spin the news in the best light possible. In order to protect one's capital it's always a good idea to test another theory to see how it fits with the available facts. For example, there was a lot of information to suggest that the plant was inspected in the fall, now we hear from the CEO that inspection has not even been scheduled, something just doesn't add up here. We have boosted about how we are going to scoop market share from Vioox and Celebrix, do we think these people are simply going to sit back and watch this happen without a fight (possibly a dirty one). What relationships and influence do they have with the FDA??? Tom, you have given me some things to think about a bit diferently. Thanks John

To: Tom Drolet who wrote (6965)	3/19/2001 9:02:37 AM
From: Montana Wildhack	Respond to of 14101

Tom, Absolutely it is a high risk/high reward stock in the sense of going up against the bigger competition. It's not as high risk as it was before it had an approval and a market. But just to illustrate the point, that comment on the Provalis article suggested a peak in 2006 of 6 million pounds sterling a year for sales of Pennsaid in the UK. At the same time the article was saying this could be its biggest revenue source which currently is 5 million. So its a crazy world out there that publishes an article suggesting Provalis will add 1 million pounds over 5 years and thinks its coming away with a meaningful insight. Facts and perceptions are all over the map and your points about FDA are well taken. I posted a scenario of not getting FDA on SH on the weekend. We've been at this one much longer than the UK submission. Still, with the European market in front of us, the risk on DMX dropped significantly from a pure return point of view. That was my point on SH. A flat NO from FDA would be a huge blow in the short run. And it would cap the upper range on this in the medium run. But the EPS later still bring a reasonable return from europe alone without fantasies about big sales. That 6 million pound sterling analyst in 5 years should invest in a pencil though. Wolf

To: Tom Drolet who wrote (6965)	3/19/2001 9:09:17 AM
From: Ron Nairn	Respond to of 14101

Hey Tom...re Anything is possible. --it happens. For sure it can. I appreciate your voice for contrarian reason. I hold similar concerns and until something of more substance is known, I hesitate to ride the band wagon rolling down Stockhouse. re: CHB...I didn't expect them to say anything first. Their deferral indicated to me that they are at least dealing with it and somebody is home. re: FDA...Personally I'm disappointed with progress but strongly suspect it will eventually be approved. Acqua's support would not be offered unless they too are comfortable with the likelihood of US and EU approval. re: Inspections...SH threadsters present some good arguments that inspection/s may have already been done and a final re expanded facilities would be an easy last step following approval. I can buy that. re: Independent Financing...I view this as very positive. Venture Capitalists take a closer view of inside workings than do traditional lenders. They are viewed as "Angels". I've never heard the term used in the same sentence with bankers. Rather than a general public offering, one institutional investor of this significance and experience is a vote of confidence and surely is closer to knowing than most of us little guys. re: big pharma threats...this has always been a concern of mine. On this front, all I can suggest is trust in Rebecca. She has bigger things in mind. Thanks for expressing your contra concerns. Both sides are important and somewhere between lies the truth. Now, on this eve of commercialization in the UK it's about time we see something tangible. If not, we will continue to languish badly. Rondo