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 : Theragenics - THRX ??
THRX 9.810+0.4%Jan 8 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: sverrir thorolfsson who wrote (4)5/27/1996 11:56:00 PM
From: Donald B. Fuller   of 16
 
Sverrir,

Thanks for the THRX data. They still look a bit expensive don't they? But did you notice their profit margin? Its one of the fattest I've ever seen. Their product seems unique enough that I don't see any big pressure to cut the price either. I have been a first hand observer of the explosion in patient demand for the medical procedure that uses their Palladium seeds. I don't see an end to it any time soon. It seems to me like its still building, especially in the west. That, in fact, causes me to question whether the '97 gros earnings figure might be a bit conservative (only my impression - could be biased or inaccurate).

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