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Biotech / Medical : Kos Pharmaceuticals, Inc (KOSP)
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To: rkrw who wrote (53)12/4/2001 8:35:07 PM
From: IRWIN JAMES FRANKEL  Read Replies (1) of 118
 
Hi rkrw,

I don't think that KOSP in it's current condition is subject to being valued with any reasonable level of certainty.

Issues include: lack of cash, balance sheet leverage, dependance on the founder, history of poor partnering, lateness in coming up with a new partner, modest ramp rate of current products.

And I am one who believes in assessing the value of a company before buying it.

Despite the above, I am in KOSP. Why?

I believe they have in Nisapan/Advicor an important product class that should be recognized and eventually become a significant part of managing heart disease.

If they come up with the right partner, I will be comfortable. If they clam-brain the partner, there should be a lower buying op ahead. In the end, the use of niacin should change the outcomes of many people who are at risk for heart attacks.

ij
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