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To: twentyfirstcenturyfox who wrote (6974)	3/20/2001 12:53:10 PM
From: the Chief	Respond to of 14101

1. UK distribution: - Provalis is having to double its sales force, to represent Pennsaids in the UK only. That means they may be too small an outfit Don't agree. With first line treatment status Pennsaid will get "front and centre" interest from Clinics and doctors. The distribution network in the UK is somewhat "antequated but more effective" compared to the US. That antequation will work well for us, in that the Distributor telling one clinic of Pennsaids "first line status" will result in all the doctors connected to that clinic receiving the info. 2. -UK/EU: - Dimethaid is still going to end up with at least 2 distributors - if not more - in Europe (I'm including the UK). In the absence of a reasonable explanation, I find this to be more risk-prone than if one had been selected. DMX will act as the manufacturer and supplier. Who does thedistribution, whether one or 3 companies does not change the logistical situation for Dimethaid. Lablelling has to be in the appropriate language no matter who distributes it. Different distributors allows DMX the opportunity to assess successful vs failed marketing attempts and cross the effective ones to the other distributor. 3. Management: I don't care how good the first product is, the success of the company ultimately depends entirely on the management, including developing a culture of growing people inside. If this stays a one person company, there will be problems. I read all of posts interpreting what is coming - i have yet to hear anyone ask - where are the people who will lead this company into a billion a year of sales. I see only Rebecca and an invisible management team. Once Rebecca realizes that her own talents are restricting her ROI she will quickly cover her ass-ets! I am a firm believer she cares little about the investors in this company, but when she realizes her shares could be worth alo more if she became more efficient she will share the power. Or, the board may actually start pressuring her....but they may be to much to expect.?? the Chief

To: twentyfirstcenturyfox who wrote (6974)	3/20/2001 1:18:50 PM
From: wilyolvet	Read Replies (1) \| Respond to of 14101

welcome back don: first off, i use a td gold travel card...it allows me to take all of my family on multiple trips up to 15 days each (a 30 day option is available) and the fee is about $75 ...money well spent considering the last episode would have been about C$2,500 in regards to the mgmt team at dmx, there has been a great deal of criticism leveled....imo, some of it has merit but i think for the most part, it is a lack of info that is the problem rebecca seems to continue to show little or no concern for having a cfo...while this could be a problem in the future, imo, it certainly has not been a problem to date (i'm sure the Chief will disagree as he was fuming before the AGM about the lack of info in regards to who was selling the institutional blocks) rebecca has been able to get whatever funding she needed whenever she wanted it, and the latest financing was particularly brilliant.....my bet is that once the acqua money has been tapped and rebecca heads off to new york to join the big leagues, she will either be told that her existing finance team is adequate, or that she must hire somebody to "talk to the street"....she is not stupid, and she will do the right thing...acqua obviously didn't have a problem with the financial side or they would have laid down the rules before betting $50mm in the meantime, a book keeper could easily handle the current record keeping needs and a CA could easily look after the revenue side and the cost side of a head office and a single plant with one product i don't see the need for a marketing guru....the partners will take care of that, and there are basically only 10 clients in canada (the provinces) and the jnj advertising will spill into canada i have no idea how the operations side is going since there had been no mention of production capabilities or efficiencies since last august...public companies don't make a habit of talking about operating problems until it is too late, so we will just have to wait and see imo, the beauty of dmx is its simplicity....if any big co could be run by one strong leader, this is it....i have complete confidence in rebecca's ability to put the right people in place as needed as far as provalis goes, who knows....it is inconceivable to me that rebecca made the decision hastily and she was forced to grab the only deal available....my bet is she was looking for the biggest short term bang she could get in terms of a timely mktg effort due to the very tight schedule that she is working on (while time seems to be dragging for shareholders, the company is about to take off in many directions)....imo, the royalty agreement would also have been a key consideration as the first deal usually ends up being the blueprint for future agreements rebecca had better have all her ducks lined up as the shooting gallery is about to open still we wait