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

To: DaveAu who wrote (8532)	1/28/2002 6:37:47 AM
From: Mark Bartlett	Read Replies (2) \| Respond to of 14101

Dave, <<Is DMX/Oxo now doing the same thing with WF10 ? It shouldn't take this long.>> They have to go back and review all of the patient charts (in many different centers) to ensure the trial protocols have been undertaken properly. In addition there was the delay due to Oxo running out of money -- so things were at a standstill during that period. Finally, their submission has to be flawless. The FDA is playing hardball these days -- recently they sent one submission back (for another company) because the text referenced a wrong chart. That delayed things for the company for months. Bottom line -- they have to be very careful, especially if they are considering fast-tracking the drug. MB

To: DaveAu who wrote (8532)	1/28/2002 10:12:25 AM
From: Joe Krupa	Read Replies (1) \| Respond to of 14101

Dave, I know a few people have speculated that the Oxo results are less than stellar, due to the delay in getting the results out. However, I would strongly concur with Jim Kayne & Wolf, that nothing speaks louder about the phase III results than the fact that DMX announced their intention to buy Oxo as soon as the blind was lifted, then announced several months later (after doing their DD) that they were going ahead with the deal. I think Rebecca's comment in this morning's NR adds credence to the belief that the phase III numbers are good. "We expect the realization of these events to provide us with the funding to not only expand the product opportunities utilizing our transdermal platform technology, but also to develop the tremendous product pipeline potential which the acquisition of Oxo Chemie AG will afford us." joe