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

To: robert miller who wrote (9449)	11/10/2003 2:09:56 PM
From: Ian@SI	Respond to of 52153

medscape.com Some of the issues related to open access to peer-reviewed publications... Opening paragraph follows... Pros and Cons of Open-Access Publishing Debated Emma Hitt, PhD Nov. 7, 2003 — Open-access publishing, or free access to peer-reviewed research articles, is the subject of two contrasting reports in this week's issue of The Lancet. The issue has come to the forefront due to the Public Access to Science Act, recently introduced into the U.S. House of Representatives by Democratis Rep. Martin O. Sabo from Minnesota. The act proposes that papers describing scientific research substantially funded by the U.S. government would be excluded from copyright protection, as a means to guarantee free access to this information. ...

To: robert miller who wrote (9449)	11/10/2003 4:53:16 PM
From: Biomaven	Read Replies (4) \| Respond to of 52153

robert, I too have been a long time holder of KOS (since the single digits). I still retain a fair position although I unfortunately sold most of my holdings on the way up. There are two basic threats to KOSP. The first, as you pointed out, was the Barr patent challenge. I have felt much better about this since the new KOSP patent on Niaspan was issued - their previous patent was very weak, but this one (issued after the Barr challenge) looks good. (I have not researched prior art, though). The other threat is that at some point pharma will come up with a better drug to increase HDL. The front runner at this point is PFE's CETP inhibitor, currently I believe in Phase II. Niacin always has a strike against it (the flushing), and so if a "clean" competitor ever gets approved it will be be quite a challenge. I'm definitely holding my current position. Peter