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To: Montana Wildhack who wrote (1872)	5/13/1999 9:08:00 PM
From: Mark Bartlett	Read Replies (1) \| Respond to of 14101

Wolf, <<I'm accumulating and expect to be right here 2 years from now.>> I may not be far behind. If the things work out, the possibilities are very exciting. The nice thing is - approval of other drugs that use the carrier agent, will likely not take as long, since the carrier agent itself will have already been approved. Best to all, MB

To: Montana Wildhack who wrote (1872)	5/14/1999 12:58:00 AM
From: Peter Arato	Read Replies (1) \| Respond to of 14101

Wolf, I agree with your sentiment. The products are winners. A good team is in place. But timing matters. In fact time is of the essence. Dimethaid has cash for 11 months (if I remember correctly what I read). If a financially signifcant deal doesn't materialize or is delayed, the company's air supply (cash) will run out. So, the question is are we investing in the technology's merits or in management's ability to capitalize on the opportunity? We can read about the technology from trail results and approval progress reports. But how do we assess (besides infrequent releases and interviews) management savvy and performance to know if we should be long term investors or gambling traders?