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To: Mark Bartlett who wrote (7741)10/3/2001 10:22:59 PM
From: Joe Krupa  Read Replies (1) | Respond to of 14101
 
Hi Mark,

I see you have not posted your thoughts this evening, from SH, over to here. So I will take the liberty if you don't mind. An excellent post Mark!

**********************************************************

Fellow DMX Investors,

Disappointment!

There is no other word to sum up the events of the last few weeks -- in particular the last couple of days. We have taken a licking and I suspect that many of us are underwater -- I am now for the first time in a long time. In plane language -- IT STINKS!.

Having owned this stock for 6 years and selling very little along the way, I can appreciate the deep feelings of frustration and betrayal. But lets be honest, we are all responsible for making out own investment decisions. To post silly comments and start name calling is juvenile and unproductive.

I have no doubt that management have made mistakes -- and I have no doubt that they'd be the first to admit it. But in the normal course of evolving as a new biotech, this is, to a degree, to be expected.

One hopes that the mistakes are not so life-threatening that it sinks the ship. I do not think we are at that point yet and I honestly do not believe we will get to that point -- but it always is a possibility for any company -- even some of the biggest have fallen.

I think one also has to separate the the "mistakes" from the "uncontrollable" elements of this process. RK can not make the larger members of the EU, Canada or the US approve Pennsaid -- period. All she can do is get in line, put her best foot forward and hope for the best. So as it stand now we have ongoing sales in the UK and approvals (subject to labelling) in Austria, Finland, Italy and Luxembourg. Certainly not what we had hoped for, but it is a start.

In toto I think these markets are about a billion dollars in potential arthritis sales. 5% of a billion dollars is a lot of money -- if we get half of that we will function.

I read again her comments about gearing up for North American sales -- I suspect she has good reason to believe that we will get approval in Canada. They are putting together a sales force, marketing info, physicians info etc. That to me sounds like the activities one would only undertake if one had a reasonably good idea they would be approved here.

It is easy to point fingers at DMX right now, but perhaps a little introspection is in order for all of us. How many of us truly investigated the intricacies of the EU approval process? I suspect not many. I didn't -- certainly not to the degree I should have. Yesterday I did though -- I found out more about the process in a few hours than I ever knew. And if I had looked sooner, I would have found out that this it is not a smooth and easy road. Now, who is responsible for uncovering that info for me -- certainly not DMX. It was mine and mine alone and I did a lousy job -- period.

What initially attracted me to DMX was the innovative products and the thought that I could help finance something that would truly be helpful to the human race. I also like Rebecca's tenacity. Failure seemed not to be in her vocabulary or mindset. That is not to say she can not fail, but she seemed to be in this to make it work. I still feel the same -- but that is certainly not going to guarantee success.

I read a post earlier that suggested that perhaps DMX was all about WF10. While I would not so far as to say that, for me personally DMX is much more about WF10, and always has been. Someone posted that WF10 was years away from approval. How would they know? Who are these posters that have this information? I'll tell you who they are -- they are opportunistic parasites who are attempting to prey upon you at a vulnerable time, to line their own pockets. They have no idea what the WF10 results are -- the data is still being analysed. So please, use your head and do not listen to these people.

I guess over the next few weeks we all have some thinking and decisions to make -- sell some and hope for a rebound .... hold it all and risk more.... sell all, take the licks and learn from it ... or buy more, if that is an option. Whatever decision you make, make it via a process of rational and clear thought and not an emotional knee-jerk reaction. In the end we all make better decisions that way.

I hope that there is something here to chew on. Whatever decision you come to, I sincerly wish each of you the best.

MB

stockhouse.com.



To: Mark Bartlett who wrote (7741)10/5/2001 2:47:38 AM
From: Cal Gary  Read Replies (1) | Respond to of 14101
 
Indirectly WF10 - hivinsite.ucsf.edu

Hi Mark, I'm mark-ing time and found this. Seems to be a comprehensive site. I'll be reading articles here while flipping back to the DMX annual report, pdf version.

hivinsite.ucsf.edu Scroll down to item 141, or directly at
hivinsite.ucsf.edu

Home > Medical > Trials Search > All Open Trials

HIV Infection: WF10

Title: WF10-97-US-004: A Multicenter, Randomized, Double-Blind,
Placebo-Controlled Pivotal Clinical Study Evaluating the Safety and Efficacy of
WF10 (TCDO) Intravenous Solution in the Management of Patients with
Late-Stage HIV Disease

Purpose: To see if WF10 has any effect on the survival of patients with late-stage
HIV disease. To see if WF10 has any effect on disease progression and on the
quality of life.

About the study: Participants are assigned by chance to receive WF10 or
placebo (saline). WF10 and placebo are given by infusion into a vein for five
consecutive days followed by 16 days of rest (one cycle). Participants will receive
four consecutive cycles of treatment. The treatment period lasts eleven weeks.
Study visits are at Week 18, then every three months starting at Week 24 and
lasting through the first year. Study visits are every six months during the second
year. The study lasts for two years.

Required:

HIV-positive
At least 18 years old
CD4 cell (T-cell) range: 50 or less
Viral load range: any
Must have stable (no changes) anti-HIV treatment for at least 30 days prior to
study entry

Not Allowed:

Prenancy or breastfeeding
Current use of interleukins, interferons, G-CSF, GM-CSF, immunoglobulins,
cyclosporins or methotrexate
Any cancers requiring chemotherapy

Locations in District Of Columbia:

Washington:

George Washington
University Medical Center

Suzanne Schuck, RN, BSN
202-994-2417

Locations in Illinois:

Chicago:

Northwestern University
Medical School

Baiba Berzins, MPH
312-908-9636

Locations in New Mexico:

Albuquerque:

Partners in Research/New
Mexico

Mandy Ferguson
505-272-9390

Locations in Utah:

Salt Lake City:

University of Utah School of
Medicine

Kathleen Smith
801-581-6791

Locations in Virginia:

Hampton:

Hampton Roads Medical
Specialists

Susanna Berelovich
757-838-8677



To: Mark Bartlett who wrote (7741)10/5/2001 3:03:05 AM
From: Cal Gary  Respond to of 14101
 
HIV in the Caribbeans

According to hivinsite.ucsf.edu

"The adult HIV prevalence rate for Latin America was 0.50 percent at the end of
2000; for the Caribbean, it was 2.30 percent. In Latin America, 25 percent of
adults with HIV/AIDS are women; in the Caribbean, women account for 35
percent of infected adults (UNAIDS AIDS Epidemic Update December 2000).
The Caribbean has the world's second-highest HIV incidence rate (behind
sub-Saharan Africa) (Caribbean Conference on HIV/AIDS, 2/24-25/00). Central
America is also experiencing increasing incidence. "