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

To: Montana Wildhack who wrote (8630)	2/3/2002 11:05:29 PM
From: axial	Respond to of 14101

Wolf, those are very good projections. I know that you are aware of what follows, which is in no way meant to dispute your numbers. It's what I call the "blue sky" projections, and the returns are difficult to calculate...as is the effect on the stock price. 1 - Possible strong P3 results from WF10; I believe the odds of this are higher than 70%, for no scientific reason. 2 - Consequential fast-tracking of WF10, with the real possibility of seeing substantial revenues in 2003. 3 - Oxoferin P2, perhaps P3 trials 4 - P3 trials of WF10 for HepC. 5 - Possible other P2 trials for WF10. _______________________________________________ There could also be an incremental gain in revenue projections, if therapy is instituted at an earlier stage in HIV. I believe Mark has already mentioned this. Di7026 has already run some conservative estimates on revenues from WF10 therapy for HIV, but I don't think they considered the possibility of earlier usage. ________________________________________________ I'll bet you're recoiling in horror from these "projections". I totally agree that we are wise to confine ourselves to what is quantifiable, and fairly "real", in our thinking. That is, we should confine ourselves to projections on the basis of Pennsaid, alone. Nevertheless, there is "background" information that is highly suggestive of strong, strong potential in WF10. Another reason for bringing this up is that promising results from WF10 will likely ratchet up the cost (as opposed to revenue) side of the equation, as DMX embarks on a number of new trials. For that reason, I think we might see a bit of a disconnect between share price, and p/e, or p/s (or any other metrics) if the market starts to believe that WF10 will be a popular and medically useful platform, and sees Oxoferin as an adjunct to wound and surgical healing. For instance, I can see the use of Oxoferin becoming de rigeur in treatment of pilonidal cysts, whose surgical correction is often terribly slow to heal. Not to mention bedsores. Or animal bites. Or.... Okay, okay! I've had my little burst of optimism! >g< Regards, Jim