To all!
Carently, NXTR is priced at big discaunt comparing the Feb-Aug price. Recently Smith, Montgomery and Vector downgrade NXTR by lowering 1997/98 quoternaly and yearly EPS estimate. It's look like they are more concern about patent despute betwen NXTR-LIPO than real projection of worlwide and US sale of AmBisome and DaunoXome.
Even, with lower grow sale of AmBisome and DaunoXome, NXTR can easily than SEQU and LIPO accept price-war on market(smaler cost of sale and biger accont receivable), it is hard to explane lowering of EPS estimate.
Any other opinion or information on NXTR isue?
Miljenko |