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Biotech / Medical : Biotech Valuation
CRSP 57.37+0.9%3:59 PM EST
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To: robert miller who wrote (9449)11/10/2003 4:53:16 PM
From: Biomaven  Read Replies (4) of 52153
 
robert,

I too have been a long time holder of KOS (since the single digits). I still retain a fair position although I unfortunately sold most of my holdings on the way up.

There are two basic threats to KOSP. The first, as you pointed out, was the Barr patent challenge. I have felt much better about this since the new KOSP patent on Niaspan was issued - their previous patent was very weak, but this one (issued after the Barr challenge) looks good. (I have not researched prior art, though).

The other threat is that at some point pharma will come up with a better drug to increase HDL. The front runner at this point is PFE's CETP inhibitor, currently I believe in Phase II. Niacin always has a strike against it (the flushing), and so if a "clean" competitor ever gets approved it will be be quite a challenge.

I'm definitely holding my current position.

Peter
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