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

To: Tom Gordon who wrote (7510)	7/18/2001 10:50:54 PM
From: Montana Wildhack	Read Replies (1) \| Respond to of 14101

To all, Just a couple of thoughts. What's OXO worth? $400 million Cdn with great WF10 numbers? Its a life and death issue and therefore valid potential fast track criteria. How do you fund this? Not with EU up front and revenue stream. Its not in the ball park. The phase III has to be unblinded and the first crunch of the numbers has been looked at. I think that has to be a given. Dr Kheune agrees to sell 100% in the letter of intent. Not 50.1%. That's interesting. Here's my point just to stop jumping around. I estimate the cost for 80% somewhere above $200 million Cdn and probably less than $500 million. EU upfront might be $10 to 15 million. Revenue buildup to good numbers ($20 plus shareprice) is probably 2 years. Acqua could provide another $40 million plus at an unknown share dilution. IPO (technically PO) for the NASDAQ could conceivably bring in a good chunk depending on the stock price. FDA and a partner up front would probably bring some $30 million. DMX and OXO just issued a letter of intent (considered to be a strong document according to the corporate lawyer I just hung up from) that DMX plans to spend what I estimate is in excess of $200 million Cdn buying 80% of OXO on a 'milestone-driven' basis. I get two things from that: Rebecca believes she is going to get FDA and/or Rebecca believes she is going to be fast tracked with WF10 It also seems to say that Dr Kheune would rather be a very rich man and do something else than be a very rich man and run a company. Maybe he's a pure scientist type. Do we need to buy another plant now? Who do we partner with on this? Time to get some AID's treatment cost numbers for the US. Its gotten interesting again. Sorry for the jumping around. There are a lot of new questions. Wolf PS - somebody check that the applications went out this time ok?