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

To: Tom Drolet who wrote (8214)	12/11/2001 9:57:37 PM
From: Mark Bartlett	Read Replies (3) \| Respond to of 14101

Tom, <<The , and the "only" issue--is "will the FDA approve in the spring or no".>> The fact that the FDA is up inspecting the plant says they will approve -- it is the last step in the process indicating that safety and efficacy have been accepted. With DMX taking prudent measure to ensure all goes well, I'd be surprised to find there are any major issues to deal with on the inspection. So, I really to not see it the same way you do. <<Risk is too high, the dilution too great. Manipulation is extreme.>> The risk has never been lower with this stock. As far as dilution goes, with a company to have 2 pipeline drugs at post phase III points with only 47 million shares out is quite a feat. Even if they had to issue 5 million more share, it still would be very low. So again, I do not see this the same way. As far as the economy goes, not much you can do about that. At some point it will recover. This stock only has to bring in 50 million bucks C (30 million US) to earn a buck in earnings per share. Even if it only traded at a multiple of 15 to earnings (which is extremely low for a biotech since most are at 20-35) we should still trade at 15 bucks/share. As far as UK sales go, Celebrex and Vioxx are not great sellers in the UK either. In fact both drugs are only well known because of all the US hype and marketing efforts. So, as I indicated before, the UK market is not a good barometer. I guess the only question one need ask is -- can Pennsaid capture 5% of the US market. If the answer is yes, then you stick it out -- if not, you sell and move on. Have a great holiday too. MB

To: Tom Drolet who wrote (8214)	12/12/2001 1:07:07 AM
From: Joe Krupa	Respond to of 14101

Hi Tom, If I felt the same way as you, I'd have sold as well. To tell you the truth, I'm not sure what has really changed, since you bought back in, to make you feel this way. Frankly, I think the odds have become much better in the last month. Sorry Tom, but I'm going to have to give a big ditto to what Mark said. Good luck to us all, whichever path we chose. joe