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

To: mantle7 who wrote (28)	3/24/1998 10:20:00 AM
From: Matt Black	Read Replies (3) \| Respond to of 81

I just can't understand how some people can read the same things I read about a company and come to such different conclusions or maybe you just haven't read anything. Or you have some private agenda such as being short and are just talking out your a$$. Facts: 1. International Isotopes is the first company on the market who is not manufacturing for themselves. All the others which, by the way, there are only four, are manufacturing their own FDA approved products. This leaves the door wide open for hundreds of other companies who receive clearances to simply hire or partner up with INIS to produce their radioisotopes. 2. All other companies to date only have the capability of producing one or two seed isotopes during one run on the equipment and the cost of the cyclotron to do this is in the neighborhood of $10 million. It takes about 20 to 30 seeds for one operation in the prostate treatment which is just one application. There is currently a backlog on these seeds of 6 to 9 months. There are 350,000 men affected with prostate cancer this year and 45,000 of them will die. I have heard of people dying within 8 months of diagnosis. This company will begin production this summer. Do you still think they're late to the dance? I wouldn't if I had cancer! 3. These are the guys that bought that linear accelerator that the government put $8 Billion into and then cancelled the project. They went in and purchased $50 million worth of machinery for just $2.9 million. It can manufacture 6 seeds at a time or about 600% more at once than any other company on the planet. Do you think anyone else will be able to compete with this? How? If any other company wants to have a LINAC, it would cost about $75 million at todays prices (remember the govt was building this one 10 years ago). I guess they could go out and buy 6 cyclotrons to do the same work at a cost of $10million apiece. Doesn't seem too cost efficient and how could they compete? At this point, they'd be the ones late to the dance. This is just my opinion, but I think this stock actually looks better than Theragenics. That stock ran from 35 to 70 in about the last three months and all they have is one product. INIS will be the low cost producer for any company out there who needs a radioisotope produced and they are getting in a market that is a little over $1billion today that is projected to be over $10 billion in just a few years! Buy this stock now, and you won't be sorry. Matt Black --Welcome to all comments.

To: mantle7 who wrote (28)	3/24/1998 10:42:00 AM
From: Richard Belanger	Read Replies (1) \| Respond to of 81

I own both NASI and INIS, but for different reasons. NASI is a niche player that will do well in the seed business. INIS, on the other hand, is developing an infrastructure that will allow it to produce many isotopes for many applications, cheaper than the next guy. Remember, the driving force behind the company's formation was production of Mo-99/Tc-99m, which is used more frequently than all other medical isotopes combined. All Mo-99/Tc-99m used in the U.S. is currently imported. The seed business is just one more extension of their production capability. That said, I did lighten up on INIS at 32.25; I simply believe the stock had gotten a little bit ahead of itself. I am looking to buy those shares back in mid-low twenties. If I don't get that chance, I'll pay more. Rich