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

To: Steven Yang who wrote (293)	6/12/1998 12:20:00 AM
From: Miljenko Zuanic	Respond to of 328

Hi Steven: >>Glad to see that you are still holding your NXTR shares. [Holding NXTR has not been easy for investors]<< What else I can do? Sell for loses when I know that price is at ~60% of real value! >gggrrrr< >>1) We will see a sale growth in 1998 due the approval in France, label expansion in Europe, and the improved sale in US (from your earlier post). << Now, at summer, EU is on two months vocation, so they will lunch AB in September at best. Some additional revenue in 4Q from France. This should happen last year, before AB approval in US. I do not know who at NXTR is responsible: 1. NXTR asks for expand label, and France (with long delay turned them down), or 2. NXTR was not prepared for tough France roosters. US sales grow is from NXTR salespersons, so do you believe them? I do not, but will love to be wrong on this one. >>2) With the Glaxo deal (I know that the deal is not as good as we would like it to be) and the filing of IND for NX1831, I believe that the value of SELEX will start to be recognized. << SELEX value (for now, and I think forever) will be as tolls in drug development (diagnostic and target validation), not as future therapeutic drug. PASS is more promising now, imo. >> i) positive results for MK Phase II results<< This is very important and I hope that you and I are right. >>do you know AB's market potential for France?<< I guess France market is 2/3 of Germany, which is ~1/4 of EU market. Miljenko