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Strategies & Market Trends : Value Investing

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To: TwoBear who wrote (6421)	3/23/1999 3:51:00 PM
From: Michael Burry	Read Replies (1) of 78519

Excellent info, and what is probably behind the price drop more than anything else. Of course, only a tiny fraction of eligible patients are even made aware of the procedure, and the benfits in terms of side effects are substantial. IMO, the surgery-oriented bent of urologists is the bigger problem, as patients are less informed of all options than they should be, which inhibits standard of care formulations that would favor the procedure. Medicine is a hierarchal, traditional, egotistical field. Despite all the hype about peer-review-and it is hype- Medicine as a whole is much less evidence-based than the field would have us believe. I look at TGX like CPU. Hard to find a good catalyst but it's cheap, contrarian, and undervalued. Mike

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