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Strategies & Market Trends : Winter in the Great White North -- Ignore unavailable to you. Want to Upgrade?

To: marcos who wrote (5164)	11/2/2003 5:00:55 PM
From: russet	Read Replies (3) \| Respond to of 8273

DMW is one of my larger non freebie positions. I have cut CUX down to freebies,.. more due to the current glut in oil and gas in the U.S. putting pressure on prices than its ability to increase production in the next year. There are a lot of undervalued o&g juniors right now, if oil and gas prices stabilize at current levels,...but if the commodity prices continue to drop all of them will become overvalued quickly. DMX,..primed to jump again in the next few weeks. Sales of Pennsaid have built a good base in Canada since its approval by HC in late spring, and management say the September and October sales were increasing over previous months. Management which appeared anti-Bay street in recent years, recently buckled under and did a low priced PP led by Paradigm Capital Inc. and including Vengate Capital Partners, in exchange for street coverage. Paradigm is well respected here in the east. FDA should approve soon and it has a strong following among ROBtv in-house analysts so when it goes it should pop strongly with plenty of Bay street and PR support. Lots of resistance at $2.00 but once that goes it could jump to $6.00 or higher. There may be a J&J buyout that could limit appreciation if J&J acts before FDA approval, but J&J may miss that opportunity if they act slowly. DMSO is the key to this lotion, as no other preparation today is using this chemical in a drug mixture. DMSO appears to have the ability to close off some cell transport mechanisms linking cells to the bloodstream when it is applied topically, so any other drugs associated with it will move cell to cell into the tissues beneath the site of application, instead of being expelled from the cell and quickly flooding into the bloodstream. Using this effect of DMSO, DMX's Pennsaid lotion is helpful in relieving pain and inflammation of osteoarthritis in a joint. An anitinflammatory pain reliever(NSAID) dissolved in DMSO will move, conjugated with DMSO, from the site of application on the skin transdermally across the skin and then from cell to cell to the nerve cells around the arthritic joint relieving pain and swelling, and most importantly not getting into the blood stream where the NSAID interacts with enzymes resulting in gastrointestinal ulceration and bleeding. Because you are applying the active ingredient directly to the point of pain rather than to the whole body, much smaller dosages of NSAIDS are needed per treatment, so any that does leak into the blood stream is small. DMSO based topicals are a new method of getting drugs into specific tissues of the body, so many companies will want to participate in developing drugs using it. Once the FDA approves it's use as a transdermal application agent, it should revolutionize the topical treatment market,...such lotions as Absorbine Jr, and Robaxicet etc., will quickly adopt its use instead of the less effective alcohol based etc. formulations presently in use, but it will take them at least a year for approval so Pennsaid will have a small lead, and if J&J forms a partnership or buys them out a quick stock rampup should occur. Some interesting golds around SWG boka project, IVN Turquoise Hill and other China stuff,..SRL, MXY, ORN, ETG, UGS.h,FRF,FUR,YSP...more pop up everyday. China is hot. It is very difficult to find anything not appreciating significantly in the mining field (you have to be really talented (ggggggggg)). I have acquired many freebies in mining over the years, and all are up significantly from last year. All they need is a few significant gold grab samples and a good story for the sheep and the stockprice is on the run. If they get analyst coverage they ramp up to a 5+ bagger. Nothing like running with the gold bulls!! A subscription to that Tom Callandra guy could be a smart investment in the next year,...guy has what must be the biggest cult following for a resource analyst right now, with anything he recommends jumping up immediately. Now if DMW were to wine and dine him, we could make millions in short order ;-) Embry is another with a huge cult following. Any recommendations he makes jumps in price as the words leave his mouth on ROBtv.