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To: Cal Gary who wrote (13653)	9/30/2004 7:14:55 PM
From: axial	Respond to of 14101

Outstanding, eh? This is the study we should have had years ago. It says Pennsaid is NOT the same as other topicals. It's different. It's better. Way better. Ironic that the study should become public now. The study emerges onto a whole new landscape for Dimethaid: the promised conventional PP seems to be in gear, and not at a much-feared price of 20 cents. This, in turn, will generate a stable price. It also means that immediate cash concerns are likely to be addressed. The combined effect of the Vioxx/COX2 news, with the latest study is a multi-whammy: 2 pieces of positive news for the stock, accompanied by buying that easily outstripped the PP selling, on a day when 2.3 million shares moved. It sure looks like a turning point. The sort of day we used to pray for. We all recognize that the outcome today is a synthesis of efforts by both old and new management. Still, the impact of today's events would have been marginalized, a few months ago. Now, it's a whole new game. There's no need to throw caution to the winds, but let's recognize what a significant day this has been for many shareholders. There's more to come. Dimethaid appears to be finding its place in the sun. Jim

To: Cal Gary who wrote (13653)	9/30/2004 9:01:07 PM
From: axial	Read Replies (1) \| Respond to of 14101

This was interesting too... "Equivalent effect comes with fewer severe gastric adverse events, and lower rates of abnormal hemoglobin, a possible marker for lower bowel blood loss. The challenge now for topical NSAID is to confirm safety and economic benefit, and define the patients for whom they are the best choice." jrheum.com./subscribers/04/10/1893.html The challenge is a big one: data that ties the benefit of topicals to long-term cost savings. The linkage is logical - but not empirically proven. It makes sense that health-care systems incur an extra cost to treat side-effects of using oral NSAIDs and COX2 inhibitors. So far, these effects - and their costs have been hidden. What's needed now is a study that establishes a direct linkage between the effects of pills, and additional costs to the health-care system of treating those effects. Figures have been estimated from available info, but the linkage hasn't been proven. We now know there's damage, but we haven't figured out the cost. If the extra cost to health-care systems turns out to be something like $1000 per patient, then Pennsaid starts to look very, very good. That's probably what will be needed to change the minds of formularies. That said, health-care practitioners, MHOs and insurers will find it difficult to ignore the evidence against oral NSAIDs and COX2 inhibitors when a less-dangerous alternative is available. Jim