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Biotech / Medical : NexStar Pharm(NXTR)

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To: Steven Yang who wrote (279)	3/5/1998 8:08:00 PM
From: Miljenko Zuanic	Read Replies (1) of 328

Thanks Steven. >>I guess that the key question now is A) progress of Am sale both internationally and in US. This is the major driver for the company to achieve profitability. On this front, I am disappointed to note that the management has not made any comments on the label expansion of the drug in Europe and other markets [to include FUO.] B) the clinic progress with MK. [By the way, do you know the market potential for MK, assuming that it finally gets to the market?]<< Yes, France approval and international grow with partially label expansion (significant parts of the current AS sale are from off-label usage) are the key point. US sales grow will depend on Fujisawa and their commitment to drug promotion. MK market potential (if efficiency can mach free drug) are somewhere double AS or ~300-450M worldwide. Infectious diseases and drug resistance are growing problems and aminoglycosides will have its place. >> [The company made some adjustment in Q4, which led to a lower costs of goods and SG&A cost.] << This explain my observation. I was hopping that they improved manufacturing process. If they increase AS US sale by 20% and ~8-10% worldwide in 1Q, it will be good indication for future. mz [eom]

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