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Biotech / Medical : Theragenics (TGX) on the up and up
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To: Jeffrey Beckman who wrote (725)3/6/1998 2:17:00 AM
From: Michael Paul Langley  Read Replies (1) of 1055
 
I am concerned that THRX price may gap down (5 pts or so)from the price at the time when they report 1st Q earnings as $.19 is the expected number which would be down from $.22 from 4th Q 97 (a decrease, or even flat growth in earnings will surely send the momentum players fleeing). With the same 4 cyclos running at probably full capacity this shouldn't come as any shock to anyone. I'm not sure the date that they expect to report but I would expect that we may revisit the mid-high $40's.

Average of the 5 analysts covering THRX (4 strong buy and 1 moderate buy )have fiscal 97 earnings at $.83 (26% increase from 97) and $1.39 a share in fiscal 99. The goal of 4 new cyclotrons (8 total)up and running by the end of 1998 is very aggressive indeed (no question THRX can sell sell of everything they can currently produce). However THRX's original goal of 6 cyclotrons up and running by the end of 97 (according to SSR, June 1996) wasn't met so I would expect we would probably be lucky to have 6 cyclos running by end of 98 fiscal year.

Presently not concerned with NASI (I am looking closely at this complimentary company as a investment)or Inis as competition as I believe the demand is currently there for additional niche players in the brachytherapy market. Further discussion is hereby encouraged on #'s, cyclos, competition, etc.
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