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

To: Tulvio Durand who wrote (957)	7/8/1998 6:17:00 PM
From: Byelow	Respond to of 1055

Even if NASI begins production of Pd in quantity in September, THRX has already started to deliver in Europe. Estimates are that European market is between 70-100% of US demand. NASI will have to jump through several hoops like ISO9001 and CE before approval in Europe. This can take several months to years. I do not foresee a glut in Pd seeds for several years to come and therefore believe that 48% is still very doable even with NASI pumping out everything they can manufacture with the LINACs. Byelow

To: Tulvio Durand who wrote (957)	7/8/1998 8:49:00 PM
From: Doug	Respond to of 1055

T.D:The 4-8-14 cyclotron schedule may change once competition starts. If they are going to be #2, their growth rate is unlikely to exceed 20%. Is there any Industry where the No 2 can mantain a 45 % growth rate over 5 years.?