Kos Pharmaceuticals, Inc (KOSP) Message Board

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Biotech / Medical : Kos Pharmaceuticals, Inc (KOSP)

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From: mopgcw	11/11/2004 5:30:08 AM
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GS: Kos Pharmaceuticals, Inc. EPS (FY Dec) 2004E $1.67, 2005E $2.32 In-Line/Neutral (KOSP) $43.98 The data from the ARBITER 2 study was presented this morning at AHA. We view the data as a positive for the stock due to the study's potential to enhance KOS' marketing efforts. The study looked at the effect of Niaspan vs. Niaspan plus a statin on cardiovascular disease progression. The results showed that when Niaspan was added to statin therapy, disease progression, as measured by the thickness of cholesterol plaque in the carotid artery, was reduced by 68%. This study provides KOS with further evidence to promote the use of Niaspan in the management of cholesterol levels. The study also showed a reduction in coronary events when Niaspan was added to statin therapy, but the patient numbers were too small for the study to achieve statistical significance. Despite these positive results, a later presentation at AHA emphasized that HDL's significance in cholesterol management is still unproven, and that LDL should remain the primary focus of treatment. We maintain our In-Line rating and Neutral coverage view.

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