NASI (North American Scientific, Inc. Message Board

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Technology Stocks : NASI (North American Scientific, Inc.

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To: BDR who wrote (487)	3/22/1998 7:59:00 PM
From: mantle7	Read Replies (2) of 658

I would be curious to know what data you are relying on which indicates a peak in prostate cancer cases. I would have expected a reasonable growth based largely on demographics. In addition, due tho PSA testing, prostate cancer is being detected much earlier which is great for the seed business. The earlier one detects prostate cancer the greater the likelihood the cancer is still within the prostate capsule and thus is a great candidate for seeds. I would be curious to also know how old the data is. Frequently, available discharge data is at least 3-4 years old and thus might not reflect recent growth in seed implantation at the possible expense of watchful waiting. Can anyone explain the rarified air valuations of NASI and INIS? I would have thought that their distribution partners Mentor and Imagyn would have also participated in the fun, but they have been sitting out. Makes no sense to me. I view the production side of the equation as somewhat unattractive due to the high fixed costs and limited capacity flexibility. Eventually there will be a war over who can be the lowest cost supplier of a commodity product. What am I missing?

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