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Biotech / Medical : NexStar Pharm(NXTR)

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To: Rob-Chemist who wrote (326)3/4/1999 10:46:00 PM
From: Miljenko Zuanic  Read Replies (1) of 328
 
Rob, Chris, and others:

Many today (based on NXTR price move) quickly develop opinion that NXTR may do better as standalone company. Yes, NXTR may have lower risk than GILD, but also has significantly lower potential. AmBisome is what it is (maybe 150 M drug) and MiKasome (because of the management stupidity) will not reach market for at least next three years. So, near term small profitability is BS and fiction and if one think that flat price (range 8-14) for next two years is his objective, let it be. Sell now and kiss for good buy.

I was GILD SH in 96/97 and part 98, and am glad that they merge with NXTR. Combined it is serious small pharma company. If future management can do job right we will be satisfied.

Miljenko
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