SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Nuvo Research Inc -- Ignore unavailable to you. Want to Upgrade?


To: Montana Wildhack who wrote (7542)7/23/2001 7:47:11 PM
From: Mark Bartlett  Respond to of 14101
 
Wolf,

Excellent post.

We have every reason to believe the phase III is no different than the phase IIs. Dimethaid's desire for 80% of the company speaks volumes and reinforces the phase III outcome.

As I reflect on the last 6 months and talk via email with other investors, I am beginning to believe that the trial may have been unblinded a little earlier than we all thought. I have no proof of that -- it is only based on logic.

We know the safety review board was in at least 4 times over the course of the trial, perhaps more. They were there because there were a lot af adverse events and they had to be sure it was not WF10 related. Perhaps they were also there because it was clear some patients were doing much, much better than others. They need to know that.

Under those circumstances it would be reasonable to believe the FDA might ask for an unblinding a little earlier than the trial would have called for under normal circumstances. If it appeared this may be a breakthrough treatment, they would have a obligation to ensure it got to market ASAP.

The fact that DMX seemed to make their mind up about buying the remaining 80% of the company they do not own, on such a timely basis, suggests that data was available upon which to make that decision.

Wolf -- you are right. This is exciting stuff, very exciting.

MB



To: Montana Wildhack who wrote (7542)7/23/2001 8:02:53 PM
From: Joe Krupa  Read Replies (1) | Respond to of 14101
 
Wolf,

"The goop?? :)"

That's Wilyolvet lingo. I believe he coined the term. Actually, it kind of sounds more like an STD you picked up when you were in university.

joe



To: Montana Wildhack who wrote (7542)7/24/2001 11:41:00 PM
From: john.d  Read Replies (1) | Respond to of 14101
 
Hi Wolf, excellent post.

I thought you covered a lot of the key points and I share your views. Like you I was disappointed with the EU delays and believe a simple phone call early on into the process could have avoided this long a delay. Easy to say what should be done after the fact, I guess.

Two months is not the end of the world, but I am a very frustrated Dimethaid investor with all the delays we have experienced with HPB and FDA aprovals. These should have (and we were led to believe) they would have happened long ago. This is just another straw that is wearing on this camel's back.

Like others I think the next 6 months will be make or break for Dimethaid and Rebecca. If she is unable to deliver the goods like she promised in the AGM, two years ago (if I remember correctly), then she needs to consider stepping aside. That said I am hopeful(praying) that the entire team will come through.

I liked the news about the OXO purchase, sketchy as it was, I think she outlined her strategy for all to see and I appreciate that. I always believed that it made too much sense not to and they have such a strong relationship with OXo that it is an excellent fit. This is proper way to do an acquisition; when you intimating understand the products and the people as opposed to some acquisitions that I have seen where management figures out what they purcahsed AFTER they paid for it (e.g., Laidlaw, GEac).

Like you I am basing a lot of my optimism on the excellent Vanderbelt phase II results and confirmation from the safety board to continue the phase III in the face of adverse events. I think OXo is a great purchase and would expect that after the results are announced, Rebecca will list on NASDAQ and try to raise some serious money (US$50 - 75 million). We shall see.

In any event, I expect all the fireworks to begin in September and expect little in the way of meaniful news before that.

John