SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Kos Pharmaceuticals, Inc (KOSP)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Herb who wrote (36)1/25/1998 4:14:00 PM
From: Michael Young  Read Replies (2) of 118
 
I don't know about a buyout, but KOSP looks like a real opportunity at this level.

Niaspan looks like a great drug that will be warmly welcomed by the managed care companies. But initial sales were understandably slow since the company is using its own (NEW!) sales force to sell the drug.

But the cholesteral market is absolutely huge. Maybe as large as $3 billion or more annually. A version of Niacin that doesn't cause flushing should almost certainly find a solid niche in that market.

With less than 20mm shares outstanding, only a few hundred million in sales would send this stock MUCH higher.

An analyst at Warburg Dillon Reed recently picked up coverage with a 12 month target of $30.

MIKE
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News