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To: TwoBear who wrote (6421)	3/23/1999 3:38:00 PM
From: Terrapin	Respond to of 78519

Thanks TwoBear, I wasn't aware of this. All I had seen was that they had received FDA approval for treating solid body tumors including those of the prostate, a company with no debt, good margins and expanding capacity with a marketing agreement with J&J. None of that will do much good if the HMOs won't spring for it. I'm not directly in the field but I'm surprised that brachytherapy is more labor and cost intensive than surgery. I'll look for more information on this. Thanks again for the tip. John

To: TwoBear who wrote (6421)	3/23/1999 3:51:00 PM
From: Michael Burry	Read Replies (1) \| Respond to 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