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Thanks and I agree, for the most part, I think Pfizer is creating a value trap rather than a value and seems less equipped to deal with the patent cliff.
Nordion Continues To Prepare Investors For A New-Look Company [View article]
You are correct in saying "The investment case for Nordion has very little to do with the Isotopes business at this point and much more to do with Sterilization and Therasphere." I don't expect the isotope business to last, I think it will cease to exist (as we know it now) in the next two years (max) and that the U.S. will pick up the slack.
You seem to be minimizing the medical isotopes relevance to Nordion's business model. There is a reason that it lost 40% of its value when the AECL denied the construction of the MAPLE facilities.
You can have your opinion, the stock says it all and the fact that Nordion has attempted to find another source for medical isotope production is proof that it's meaningful to the company. It seems you're neglecting the transitional period that Nordion will have to endure.
I do not think it is logical, realistic, or economical to believe that Nordion can manufacture an isotope such as Mo-99 from across the Atlantic ocean and then transport it back to the U.S. in time for it to reach the patient. If they tried, profits would be non-existent, so therefore my argument is what will happen once the NRU reactor is closed? It's a fair question!
The MAPLE facility reconstruction will not occur. Nordion does not have low HEU production or the relationships with American reactors so what happens? My belief is that Nordion loses this business, goes through a transitional period, and then perhaps you are correct by saying the investment case will be Sterilization and Therasphere. However, I still believe there will be a major transitional period. Hopefully, this period is priced in but with no dividend I think it's dead money for the next two-three years
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It's a tough question. It does present a 15-20% discount to its competitors yet is more consistent than most of those more expensive competitors. However, it is trading at a price that makes me feel comfortable as an investor
Nordion Continues To Prepare Investors For A New-Look Company [View article]
1) Lantheus Medical Imaging -- have you looked at the process involved in manufacturing and transporting Mo-99? All other countries have already closed plants to produce Mo-99. So how is Nordion going to supply? Is it going to use a reactor in Asia ?
NRU Reactor -- every year that place gets worse and closer to fully inactive. It is a dangerous reactor and it seems the Canadian government is doing everything possible to rush its close. Therefore, I wasn't using its operating license as a guide but rather the length of time that I believe Canada will allow for the operation of an unstable nuclear reactor.
Look at their investor presentation from previous years to see what the medical isotope business produces in a year without outages.
Nordion Continues To Prepare Investors For A New-Look Company [View article]
Look back on previous years. The only reason that it contributed 36.7% in 2012 is because the reactor was closed at various times, of production was cut in half, due to various issues.
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Nordion Continues To Prepare Investors For A New-Look Company [View article]
You seem to be minimizing the medical isotopes relevance to Nordion's business model. There is a reason that it lost 40% of its value when the AECL denied the construction of the MAPLE facilities.
You can have your opinion, the stock says it all and the fact that Nordion has attempted to find another source for medical isotope production is proof that it's meaningful to the company. It seems you're neglecting the transitional period that Nordion will have to endure.
I do not think it is logical, realistic, or economical to believe that Nordion can manufacture an isotope such as Mo-99 from across the Atlantic ocean and then transport it back to the U.S. in time for it to reach the patient. If they tried, profits would be non-existent, so therefore my argument is what will happen once the NRU reactor is closed? It's a fair question!
The MAPLE facility reconstruction will not occur. Nordion does not have low HEU production or the relationships with American reactors so what happens? My belief is that Nordion loses this business, goes through a transitional period, and then perhaps you are correct by saying the investment case will be Sterilization and Therasphere. However, I still believe there will be a major transitional period. Hopefully, this period is priced in but with no dividend I think it's dead money for the next two-three years
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Nordion Continues To Prepare Investors For A New-Look Company [View article]
NRU Reactor -- every year that place gets worse and closer to fully inactive. It is a dangerous reactor and it seems the Canadian government is doing everything possible to rush its close. Therefore, I wasn't using its operating license as a guide but rather the length of time that I believe Canada will allow for the operation of an unstable nuclear reactor.
Look at their investor presentation from previous years to see what the medical isotope business produces in a year without outages.
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