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Subject:  Re: KG acquires rights from Aventis Date:  1/1/2003  6:08 PM
Author:  ghguy Number:  305 of 903


Thank you for your expertise. That was exactly the kind of information I was seeking. Niche drugs make for great acquisitions if there are other possible uses that can expand sales. It doesn't sound like there would be other possibilities for these particular drugs. I doubt KG's sales force can find any additional markets if the uses for theses drugs turn out to be that limited. To be honest, I'm a little disappointed in the purchase after reading your post and doing a little more research. I've come to respect the management for their shrewd purchases but the more I look for sales growth for all three of these drugs (particularly the anti-biotic) the more I see this deal as a marginally profitable and not worth the risk.

Derek - still long on KG but not buying more for the moment
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