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

To: Joe Krupa who wrote (7541)	7/23/2001 12:44:31 PM
From: Montana Wildhack	Read Replies (3) \| Respond to of 14101

Guys, The goop?? :) That dropped ball re EU really bugs me. I know its just 60 days or so; but, its exactly the type of amateur foul up we didn't need after taking a significant time to get here and needing to build confidence. My tone isn't a change of heart. If it was I wouldn't be windbagging on a bulletin board - I'd be selling. The WF10 Vanderbilt results are one of the most exciting things I've ever been involved in. I have heard that 6 of the participants are still on WF10 and are still alive today. Regardless - the results couldn't have been more dramatic and while it was a tiny human group (18), the zero hospital and home care days and survival rate were nothing short of spectacular. This phase III group I believe went to 260 in the end. The safety committee was in several times, looked at the data and left without comment. The data was looked at before the announcement and the DD is to refine the data, review OXO obligations and assets, etc, etc. We already sit on their board. There isn't a lot to OXO's complexity and we already know a lot of it. The deal is undoubtedly structured in a way that gives us flexibility; but, I do see an immediate jump to 50.1 and I would hope some of that includes notes receivable due at a future date. Whatever the relationship the truth is that we are now fully in bed together with the same success or failure at stake. I forsee strong WF10 results. An end, in the way I approve of most, of the fuzziness of how our value in OXO comes out to create shareholder value. The expansion to two drug platforms is very positive - especially in that I have a very high opinion of the WF10 product potentials. And I sincerely believe WF10 for AIDS has a good chance for fast tracking by the FDA. It is a second potential route to the NASDAQ and has all the ingredients to get stronger press and attention than Pennsaid ever could. On top of the negatives or risks I posted yesterday, there is also the material concern that Rebecca by her nature may be stretched too far if she continues to try to be involved in all the details to the degree that she undoubtedly is today. I already had concerns about this with Pennsaid alone. To add the commercialization of WF10 on top without some high profile help makes me uncomfortable. I have a high opinion of her which this deal does nothing to dispel; but, I do suspect she tries to control too much for any one person. Look at the potential though. Pennsaid approval in the US is the gate the institutions are waiting for DMX to hurdle before taking it seriously. EU and US approvals should generate some $40+ million up front and finally surge the stockprice. Publish the WF10 and apply for fast tracking while figuring out the partner/ manufacturing aspects and all the cows come into the barn including the Acqua and NASDAQ cash at materially higher values. Except now the sales and price potential are much, much better. The next 6 months are exciting in every sense of the word. Wolf