Teresa Dawn

Teresa Dawn
Contributor since: 2013
That's a good question. I have heard many speculate that news leaked. Thus, we saw a run up before announcement, and those who knew sold after. If true, it makes you think that dilution is near
I think INO is definitely a risk. I see few catalysts looming for the company, but I think sometime after dilution will be a good time to buy
In a company the size of ONCS, you should not be a trader. You either buy and hold, or go somewhere else. These companies are too volatile, and ONCS is still scheduled to present MCC and melanoma data this year. See article on Market Playground
The data pool is small for ONSC, but I haven't seen anything bad. I think data announcements in the next few months will create gains like INO.
I think your experience is proof that you have to trust your own research and not the opinion of others.
Higher volume = more shares traded
Good info retiredpharma, thank you
I know. I had already written the article prior to the news. It pended for a while (you know how it is). I didn't see the news in time to change it
There are a lot.
I don't think they are nor did I imply that I thought they were behaving illegally. I was showing why the stock has fallen
Could have long lasting effect
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.
I noticed the trading activity but did not see any news. The stock has also seen some activity this morning before the bell
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
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
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.
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.
It sure seems the attention for U.S. approval has been shifted to the EU. After years of disappointment, I'll believe it when I see it
I agree. I think it's worth much more than it's current price