IsoRay's Cesium-131 Long Awaited Lung Study Results Appear To Be Coming May 8th

Apr. 29, 2015 12:28 PM ETIsoray, Inc. (ISR)58 Comments
Todd Cox profile picture
Todd Cox
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Summary

  • Huge catalyst upcoming for IsoRay.
  • IsoRay has a technological monopoly in the cancer therapy market.
  • Independent clinical trials show incredible results using Cesium-131.
  • IsoRay is financially healthy.

Big news on the horizon for IsoRay (NYSE:ISR). There are a lot of people, as well as Big Pharma that have been watching and waiting for results from Dr. Parashar and Weill Cornell Medical College's "Study of Cesium-131 Brachytherapy Following Sub-Lobar Resection for Early Stage Non-Small Cell Lung Cancer." The clinical trial was completed last May, and investors and big Pharma have been patiently waiting and wondering when the results would be released.

It looks like that day may soon be here. May 8th and 9th, just over a week away, New York Presbyterian Hospital and Weill Cornell Medical Center are presenting "Advances in Brachytherapy: An International Symposium." This will include two presentations by Dr. Parashar, the principal investigator in the Cesium-131 clinical trial. The presentation that all the IsoRay investors are most interested in will be presented on May 8th at 3 pm. Dr. Parashar will be presenting results of "Brachytherapy on Local Recurrence Rates After Sublobar Resection in Early Stage Non-Small Cell Lung Cancer". This appears to be the results investors have long been waiting for since last May.

I have been on the phone with Dr. Parashar's office, IsoRay corporate, as well as Radiation Oncology at Weill Cornell Medical College for over 5 months trying to get information about the clinical trial. I was finally emailed this information by Shveta S. Geddam, the Residency Program Coordinator, Dept. of Radiation Oncology, New York Hospital of Queens.

"Dr. Parashar will be presenting the following lectures on Friday, May 8, 2015:

1. 12:30-12:50- Role of Brachytherapy in Recurrent H&N Cancers

2. 3:00-3:20- Impact of Brachytherapy on Local Recurrence Rates After Sublobar Resection in Early Stage Non Small Cell Lung Cancer"

I believe this is the catalyst that will send IsoRay back above $2 and possibly much higher in the next few weeks. This will also be another reason for Big Pharma to take a much better look at acquiring IsoRay and its patented technology in cancer treatment.

For those not familiar with IsoRay, it is a small biomedical company out of Richland, Washington, with a line of patented products, including Cesium-131, a multi-cancer treatment that is currently FDA approved for treating brain cancer, prostate cancer, lung cancer, ocular cancer, head and neck cancer, and other cancers throughout the body. What is so incredible about Cesium-131 is that it has an unbelievably high success rate and minimal side effects compared to other cancer treatments. Also, IsoRay's products are covered by Medicare and private insurance. So there are no limitations on receiving payment and reimbursements.

After spending countless hours researching IsoRay and Cesium-131, I have found three very important reasons for investing in IsoRay.

1) IsoRay basically holds a monopoly with the Cesium-131 in the brachytherapy cancer treatment market. IsoRay developed a patented technology for separating Cesium-131 from Barium. Thus, leaving a highly purified form of Cesium-131 that is free from other metal and radioactive ions, which is required in order to be useful. It also has patented technology on the construction of CS-1 permanently implantable seed. IsoRay's patented process for Cesium-131 allows it to be permanently implanted so as to only need one treatment, instead of numerous as was the norm with external beam radiation treatment. It is also the fastest decaying isotope with only a 9.7 day half-life, which is much shorter compared to other brachytherapy treatments. This allows it to be used to treat aggressive cancers, such as brain, lung, head and neck, gynaecological, etc., with incredible results and minimal complications, therefore enhancing the patient's quality of life.

IsoRay's patented Cesium-131 is the biggest advancement in low dose radiation therapy and brachytherapy in the last 20 years, and with its issued patents and FDA approval for several types of cancer, IsoRay is protected from other competitors entering the market. Therefore, giving it a monopoly in the market.

2) Several independent clinical trials using Cesium-131 have all showed far better than expected results and all results have been equal to or better than any other treatments with far less side effects. IsoRay's products effectively treated cancers that other forms of treatment have failed, even with multiple treatments. Some of the most recent trials are below:

  • December 2014: The University of Pittsburgh School of Medicine released results from a five-year prostate-specific antigen outcomes in men undergoing prostate brachytherapy with Cesium-131 at a single institution. (Clinical Oncology December 2014 Volume 26, Issue 12, Pages 776-780). The results showed that the patients treated with Cesium-131 had a disease-specific survival of 99.5% after five years.
  • November 2014: The Society for Neuro-Oncology, Barrow Neurological Institute, presented its results of a five-year cancer study of patients who had various deadly brain cancers. All patients had an average of 2 and as many as 4 extensive conventional cancer treatments previous to the study that had failed, all resulting in a recurrence of the cancers in the same locations. Results from the study were astonishing, showing after the patients were treated with Cesium-131, 96% had no recurrence of cancer in the treated area. IsoRay's Cesium-131 literally stopped the cancers that all other methods had failed.
  • August 2014: Doctors at Weill Medical College of Cornell University in NY published another clinical paper, titled "Phase I/II study of resection and intraoperative Cesium-131 radioisotope brachytherapy in patients with newly diagnosed brain metastases." (Journal of Neurosurgery August 2014, Volume 121, Issue 2, Pages 338-348). Results of the study showed that after treatment with Cesium-131 there were no local recurrences (100% no recurrence of the cancer), no radiation necrosis and minimal toxicity.

3) IsoRay is financially healthy. It has over $20 million cash on hand with a low cash burn and no debt. IsoRay is FDA approved so it actually sell its products into studies and is able to generate revenue while gaining traction through the independent studies.

Final analysis, with IsoRay's technological monopoly, continued better-than-expected clinical trials, great financial position and low share price, look for a substantial upside after lung results. Possible multibagger and still potential buyout from Bard (BCR), Johnson & Johnson (JNJ), Pfizer (PFE), Merck (MRK) or Bristol-Myers Squibb (BMY) as well.

Editor's Note: This article covers one or more microcap stocks. Please be aware of the risks associated with these stocks.

This article was written by

Todd Cox profile picture
84 Followers
Investor and trader that has been involved with trading stocks and futures for over a decade. Business owner/investor that bought failing companies and turned them around and into profitable companies. Think like a fundamentalist, but trade like a technician. You must know the fundamentals driving a trade, but understand the market is technical.
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Disclosure: The author is long ISR. The author wrote this article themselves, and it expresses their own opinions. The author is not receiving compensation for it (other than from Seeking Alpha). The author has no business relationship with any company whose stock is mentioned in this article.

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