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Biotech / Medical : International Isotopes (INIS) -- Ignore unavailable to you. Want to Upgrade?

To: RRICH4 who wrote (11)	2/28/1998 12:03:00 PM
From: DD™	Respond to of 81

Thanks for the heads-up on INIS. It looks like this field is becoming increasingly more competitive, with the likes of NASI and THRX. Your thoughts on the competitive landscape with respect to the burgeoning demand for brachytherapy? INIS appears to be a rather unique player based upon the research report. DD

To: RRICH4 who wrote (11)	3/1/1998 12:09:00 AM
From: BDR	Respond to of 81

<<The radioisotope in therapeutic doses can be 10 to 100 times as high as in diagnostics. This implies there will be explosive demand for the more esoteric isotopes that ONLY THE COMPANY'S LINAC CAN MAKE IN QUANTITY.>> Could you explain what you mean by this? Higher dosage means more isotope means more revenue? Only if there is more demand for the therapeutic use of the isotopes, which will depend on finding delivery vehicles for the isotopes specific enough to target the diseased cells.Am I correct? I don't think it is availability of isotopes that is holding back their use, though lowering the cost will increase demand. Will INIS become the low cost provider in this field of isotopes that could be packaged by other companies (e.g. THRX) or are they going to directly market the end product?