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

To: Montana Wildhack who wrote (12694)	7/20/2003 7:48:04 AM
From: axial	Read Replies (1) \| Respond to of 14101

Hi Wolf, CG - "One I think is the style of management which overall may be too defensive. Another might be that regulatory bodies have a more equitable relationship with their own guidelines." Amen to the latter. Some thoughts on the former... Have you ever played chess? Have you ever sat across from someone else, lost in thought, planning your final moves, and heard the word "checkmate!"? Things suddenly snap into focus; you realize that you completely missed what was going on - you never really grasped what the other player was doing. Thought you did, but you didn't. Last month I posted that the EU experience for Pennsaid was really preparatory for WF10. Pennsaid was not the game. This month we get the announcement of a broader patent construction for WF10 in Europe. The creation of a regulatory affairs department at Dimethaid that's had only middling success in the EU/UK was a loss-leader. It's training for the real game. In that time, the relationships and preparation for the Euro distribution of WF10 have been developed and nurtured. the necessary knowledge has been gained. It means that DMX will be able to keep a large portion of the revenues from WF10, instead of forking over cash to a distributor. DMX now "knows the ropes". DMX now has the relationships. Why has RK retained the support of the BOD, through thick and thin? Because they know the plan. Pennsaid is just foreplay. Why will things evolve they will? Because there is a script, and Pennsaid is a supporting actor. Pennsaid has been the apparent basis on which Dimethaid was developed. I believe the center of gravity lies elsewhere. I suggest to you that the reality of WF10 is understood by perhaps 1 in 1,000 DMX investors, and that most have no idea what's coming down the pipe. That means about 130 people. Perhaps the true number is even less. There is nothing in the present extended patent construction that wasn't foretold last year when di7026 posted McGrath's and Kuhne's patents. I said "blockbuster" then, and I'll say it again. Blockbuster. What does WF10 do? It enables. It enables other drugs. It enables chemotherapy. It enables diagnosis and prediction. It has usefulness and functionality of its own, but its primary benefit is adjunctive: its use will mean that other treatments become reliable, and predictable. Outside of di7026, Mark, and Joe, I've never seen one post - not one - on the importance of McGrath's and Kuhne's patents on prediction using gene expression, PCR, and WF10. Why? Because nobody gets it. Here's what Stefan Meuer said about it... "It is the first time we have been able to measure the effects of immune therapeutics, particularly macrophage targeted drugs, in blood by quantitative determination of the change in gene expression patterns. With WF10, OXO Chemie has a story on gene regulation of a level never seen before." prnewswire.com Stefan Meuer is no featherweight. Believe him. di7026 is right. The application of WF10 to allergies, to a staggering array of immune conditions, to HCV, to AIDS, to HAART - the list goes on and on - will happen not because WF10 is a "miracle drug" in the conventional sense. That is, though it can effect cures on its own, in most cases it will be used with other drugs. Presently, in many cancers for instance, patients get chemotherapy and radiation in amounts that represent careful guesses. The harmful effects of these treatments are supposedly offset by the therapeutic benefit. But the results are not reliable; patients often die, anyway. The amounts are not certain, because without biopsies, physicians have no reliable way to tell if treatment is working. Of course, with metastatic cancer, biopsies are useless in any case. What WF10 will, among other things, do is make the use of those drugs, and radiation - 1 - minimal: and therefore less toxic to remaining healthy organs and tissue 2 - reliable: it will finally make drugs and radiation the effective weapons their creators hoped they would be 3 - non-invasively predictable: physicians will be able to tell quickly and easily whether treatments are working - just by taking blood tests. No biopsies. 4 - more tolerable: improving quality of life, decreasing nausea, headaches and many other side-effects of existing therapies. DMX is about WF10. Pennsaid, while important, is the cover story. Management's style has been "defensive". IMO, that style has been practiced on a scale most investors haven't even imagined - with very good reason. DMX investors? They'll be wearing "Checkmate!" T-shirts. Jim