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Biotech / Medical : Kos Pharmaceuticals, Inc (KOSP)
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To: Michael Young who wrote (43)11/30/2001 11:32:45 PM
From: Vector1  Read Replies (1) of 118
 
Michael,
It is time for this thread to come back to life. This stock has huge potential. The recent NEJM article makes clear that combo of niacin plus a statin doubles the efficacy v. the statin alone. This is a $12billion market and growing. Niaspan the company approved product (an extended release version of niacin) is up over 40% year over year and is chugging at a $130m run rate. The big value driver is Advicor an extended combination of niacin and a lovastatin (Mevacor). The product has an approval letter and should be approved by year end. The rub is that the company has said it will not start selling Advicor until it has a marketing partner and BMS has not decided whether they will co-promote the product.
The Statin market is highly competitive but it is also huge. If Advicor gets a small portion of the market the stock will fly. The company has a valuation of around $650m
I would appreciate any thoughts.

V1
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