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

To: gg cox who wrote (13884)	12/22/2004 12:31:00 AM
From: russet	Read Replies (1) \| Respond to of 14101

did you buy a swacle of DMX @<.30 I think I did,...but blew it down to freebies yesterday. You follow the chief don't you? He says to sell every pop, good advice. Major competitors are having their foundations shaken, but the spotlight still ain't shining on Pennsaid. Now pain relief lotions are jumping out of the woodwork like cockroaches, and the Pennsaid name can't be heard at all over the din. Three or four years ago I made a series of posts on this thread and Bullchit boards that listed many of the problems I found with WF10 and Pennsaid and management's gameplan. Almost all have come to rear their ugly heads. The WF10 phase 2 that looked so good was a fluke that followed the ebb and flow of the disease,...it was proved in the more extensive phase 3 that the drug had no better effect than placebo. What happens in a test tube seldom holds true in vivo. There are many reasons why the FDA will not pass a drug that uses DMSO as a solvent without thorough long term testing,...nailed that one. There are also problems with the mixture itself, degrades in heat, light sensitive, pain to apply vs competitors products, rashes developing that force cessation of use. There was a graph on the Dimethaid website that showed increase in prescriptions over the four years of the open label study,...turned out rate of uptake dwindled after the first two years and plateaued in the fourth which may reflect some of the problems users found with the drug. I also pointed out the weaknesses in management's gameplan of trying to go it alone,..manufacturing, marketing etc. Certainly nailed that. Good case study for business school. I also attacked their proposed mechanism of action for Pennsaid and suggested a more likely mechanism,...seems they've pulled the old theory in favor of something similar to mine. The FDA now wants to know mechanisms of action, and wants them to be plausible. The last prediction has yet to be proved, but it will come to pass. Without patent protection for DMSO as a facilitator of cell to cell transport of a drug from skin surface to deeper tissue, other companies will flood the market with DMSO based lookalikes as soon as the FDA approves DMSO for use in this manner. I pointed out that anyone that can follow a simple recipe can mix the components to produce this mixture,..there is nothing proprietary or secret. People laughed, but unfortunately that is the future for this company. Once the FDA approves DMSO for use as a transdermal intracellular drug delivery system, the big drug companies will swamp the market with their lookalikes and their is no patent protection for use of DMSO in transdermal lotions,...those patents ran out in the early 70's and were owned by big pharmas like J&J.