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Biotech / Medical : NexStar Pharm(NXTR) -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (272)	1/23/1998 10:03:00 PM
From: Miljenko Zuanic	Respond to of 328

Thanks Peter. I sow news few days ago, and this today repeat do not fit well with me. Like their future is in NeXstar Technology Product's, and not in drugs development and sales. It is good that they build parallel manufacturing capability for future products (oligo DNA/RNA) and get extra $$$ from this business, but this is not their priority, IMO. They didn't comment about rumor on slow sale, so I will be looking in 4Q report very carefully. Hope, report will be good. Otherwise... mz

To: Biomaven who wrote (272)	1/28/1998 3:25:00 AM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 328

13G/A file by S.W.I.B.on 1-22-98: They increase NXTR holding from 8.5% (2,237,700 shares) to 9.47% (2,592,000 shares). mz

To: Biomaven who wrote (272)	3/4/1998 7:30:00 PM
From: Miljenko Zuanic	Read Replies (2) \| Respond to of 328

Nexstar reported 4Q/Y results: biz.yahoo.com AmBisome sale in US are not good as expected (~3.3M by Fujisawa) while international sale are almost flat, compared to 3Q. The only positive (financial) are lower manufacturing cost (new plant at San Dimas) and better margin despite price pressure from SEQU/LIPO (this is surprise for me). I am wandering when they will stop eat caviar and drink champagne (R&D and S,G&A expense) because 98 AmBisome revenue will not be sufficient to finance MiKasome and NX1838 development. Without collaboration or significant US penetration with AmBisome (did anyone listen conference call?) thinks may look worse in next few Q. mz