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

To: DaveAu who wrote (13214)	12/16/2003 7:43:45 PM
From: SofaSpud	Read Replies (1) \| Respond to of 14101

They're obviously going to need new financing much sooner than expected, and, barring a miracle, that financing would be at punishing terms. The miracle being FDA approval of Pennsaid.

To: DaveAu who wrote (13214)	12/16/2003 9:44:12 PM
From: jef saunders	Read Replies (1) \| Respond to of 14101

well, i guess that's good for my provalis stock. but i don't see how it's the final straw for dmx, BlueJay. pennsaid sales should be approaching or past $400,000 u.s. a month. shouldn't rising non-u.s. pennsaid sales take care of everything for dimethaid in about 2 years, even with all the other junk that has happened ? i would think there's a point where growing cash flows from pennsaid could secure a bond offering that would allow them to complete wf-10. maybe great cash flows will get here before we expect. it will be interesting to see how much pennsaid was sold in italy in it's first full quarter. if england makes a real comeback, you could see dec/jan/feb sales end with a $800,000 february. for those of you without arthritis, the cold brings on the most pain, so those are the most painful months. another country being added in and we could see $1,000,000 a month sales in 2004...that would be getting us towards break even way before what is expected. lately i've been thinking of the scenerio that the FDA rejects pennsaid. why ? well, a) just because of murphy's law and everything else going wrong for this company and b) if the FDA approves then life is good and the stock takes off. then we have no worries. so i'd welcome opinions on the scenerio of the FDA rejecting pennsaid and what happens then. dmx stock drops to a quarter? and then that is the ultimate time to buy, as over the next 2-3 years the non-u.s. pennsaid sales make the company profitable? i'm saving up my quarters for the day. by the way, when i called dimethaid last week and found that wf-10 development is crawling, the good news is that they picked up some pfizer reps who are excited to walk into a doctor's office and say "no side effects", which they've never been able to do before. jefS