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

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To: richard houchin who wrote (963)7/9/1998 8:44:00 PM
From: Martin Savitska   of 1055
 
Richard,

Most successful companies have 5 and 10 yr game plans set up for
continued growth. I'd bet THRX is no exception. Christine Jacobs
holds her cards real close and knows how to play them. IMHO, while
she has pu-pu'd NASI's attempt to use a linear accelerator to produce
PD-103, I'd be surprised if she and company are not keeping a close
eye on the developments in Tx. There have been rumors that the
company is looking to build a new facility in another part of the
country in the future. I agree with that. Why have all your "eggs"
in one basket. If NASI is successful, I think THRX would have to
reconsider their stance re cyclos vs LAs. Who knows, THRX might one
day have both in that new facility. It would help to keep their
competitive edge in production of PD-103.

Regards, Marty
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