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Biotech / Medical : Theragenics (TGX) on the up and up -- Ignore unavailable to you. Want to Upgrade?

To: Doug who wrote (956)	7/8/1998 4:59:00 PM
From: Tulvio Durand	Read Replies (3) \| Respond to of 1055

Reacall that # cyclotrons goes from 4 (1997) to 8 (1998) to 14 (1999). Given that R&D is all done and marketing (J&J) is all in place, I see any rise in product capacity as considerably more profitable compared to the original production. Therefore I see 48% earnings growth rate easily doable based on capacity growth alone. But competition is the key, and, right now they have none. Until we see competitive Pd seeds, in quantity, on the market -- 48% growth is very doable. Tulvio