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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (8297)	5/8/2003 9:46:17 AM
From: IRWIN JAMES FRANKEL	Respond to of 52153

KOSP - I had predicted eps of 0-10 cents. So 8 cents was fine with me. If the stock had moved on that news I would have held. However, the picture painted by PR was unduely rosey. I sold out after the open on a 3.5 point bounce to 24.50. Seems to me the stock got ahead of itself. Sequential revenue growth of under 4% (after taking out the accounting adjustment) was disappointing to me. ij

To: Biomaven who wrote (8297)	5/9/2003 4:26:26 AM
From: robert miller	Read Replies (1) \| Respond to of 52153

Kosp Patents I am positive on Kos. I have been using Niaspan since late 1997 [the first year on the market] with excellent results. The one item that bothers me is the Barr challenge. The lack of a partner got most of the blame for the 2002 price drop but I believe the patent issue prevented early recovery. However, I felt much better and increased my position after the Merck deal. Another set of experts looked at the Kos patents and must have felt they would pass muster. Merck must have a great deal of confidence in the Kos patents to sign the agreement. JMO bob