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Biotech / Medical : Theragenics (TGX) on the up and up

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To: tony nikou who wrote (972)7/10/1998 12:45:00 PM
From: Tulvio Durand   of 1055
 
Tony, I am holding and have added recently to my shares as I am anticipating price recovery and am expecting reasonably good near term performance. I would suggest you look at the last 50 or so posts on this board and the co's 10K's, etc., to gauge the competition. It seems to me that THRX has a monopoly, at present, on Pd 103 seeds -- a product for which demand outstrips supply. THRX is adding capacity to meet demand and its earnings should grow substantially in the near term (through 1999). But the situation could change rapidly and needs to be monitored vigilantly. NASI's success/failure in making cheaper Pd 103 seeds, which should be known in September, is a critical determinant in THRX's continued success. G/L. Tulvio
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