IsoRay (ISR) Stock Looks Like It’s About To Climb…Again

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IsoRay ISR Stock News

IsoRay ISR Stock NewsIsoRay, Inc. (NYSEMKT: ISR)

IsoRay has had a very interesting time in the market this week. After releasing positive data revolving around Cesium-131, the company’s stock skyrocketed; gaining more than 100% in a single day. However, yesterday Adam Feuerstein published a peer review that essentially stated that ISR released misleading data. As a result, the company gave up nearly all of its gains in the market. So today, we’ll talk about the study and Adam Feuerstein’s gripe with the data release, what we’re seeing in the market today, and whether or not ISR is likely to climb again. So, let’s get right to it…

Adam Feuerstein’s Gripe With ISR’s Cesium-131 Data Release

Mr. Feuerstein’s issue with IsoRay has a lot to do with the title of their press release…

IsoRay’s Cesium-131 Lung Cancer Treatment Reports 96% Success in Local Control and 100% Survival at 5 Years in High Risk Patients in Newly Published Report.”

The first issue that Mr. Feuerstein had about the data was the 100% survival rate at 5 years in high risk patients. Essentially, the number was so high that he seems to feel as though he has to argue with it. He also mentioned that those going through surgery alone exhibit a 98% survival rate; calling the 2% difference clinically irrelevant. He also pointed to the study’s publication in the medical journal Brachytherapy; Stating that results with or without Cesium-131 are essentially the same because it only added a small percentage to survival rates. However, I’m going to have to call BS on this one! Let’s say that everything Mr. Feuerstein said was true, and that Cesium-131 only offered a couple of percentage points better with regards to survival rate results. Now, let’s say that you had non-small cell lung cancer…would 2-3% mean something to you? I know it would mean the world to me! So, while Adam Feuerstein discredits the company; I still see this advancement as an amazing example of human innovation in medicine.

What We’re Seeing In The Market Today

After giving up all of its gains yesterday, IsoRay is trading just above the green line today and seems to have reached a level of support in the market. Currently (10:56), the stock is trading at $2.05 per share after a slight gain of 1.49% so far today.

What We Can Expect To See Moving Forward

Moving forward, I’m expecting to see great things out of ISR; regardless of the AF bashing they’ve recently endured. Here’s why…

  • Short Term – In the short term, the stock has reached a level of support and is showing that it’s ready to bounce. All we need is one small piece of good news that will get investors excited again and we’ve got another big breakout.

  • Long Term – In the long run, Cesium-131 is bound to become a profitable alternative to standard care in the lung cancer market. Regardless of how small of an advantage in survival the drug gives patients; there’s a clear advantage. As I mentioned above, this is clearly the result of incredible innovation in the medical field; and will most likely lead to profit!

What Do You Think?

Where do you think ISR is headed and why? Let us know in the comments below!

7 COMMENTS

  1. The point AF seems to be either missing or intentionally ignoring is that CS-131 is a one-time treatment coupled with surgery, compared to months of chemo plus surgery. “Few investors are reading the actual study involving Cesium-131 published in the medical journal Brachytherapy. If they read the study — and I did…” Doesn’t it seem that someone who made such a statement would include a link to the study, or at least some direct quotes? But Adam can’t have other people reading it, they would see his BS for what it is. The study absolutely DOES endorse CS-131. Adam’s only complaint is that the press release does not also say that other therapies are about equally effective – and why would it? When a car commercial says “30 MPG” it does not also say “And this other car get 29, and this other car gets 31.” It’s more like ISR said, “We have a one-time therapy that may be equally effective as months of traditional chemo” a while back, and now this release says “It is indeed equally effective”. Nothing misleading AT ALL.

  2. Another key piece of information that is completely ignored by AF is that the WR+CS131 group included high risk patients whereas the WR group patients were not high risk. The survival rate of 97.7% would have been worse for WR group if that included the high risk patients. The study doctors decided to use CS-131 for such patients at the time of surgery (one treatment) to improve their LC as well as survival. Obviously, the 100% five year survival in WR+CS131 group is outstanding considering the high risk of this group. You can not get better than that. In addition, the local control in WR group was just 92.2% compared to 96.2% in WR+CS131 group despite the fact that WR group did not include high risk patients. AF neglected all the key details in his report. Its amazing that investors fell for such a careless analysis of a five year peer reviewed research published by a highly reputed institution. AF obviously had some agenda to fulfill otherwise why would he publish a report that would ignore all of the key facts and reduce it to his conclusion that “the improvement was insignificant”. Its amazing that the most investors fell for it. The PR issued by the the company has the link to the actual published report. One has to just read it to understand the facts.

  3. I think the article was written with the intent on driving the price of the stock lower. I think Adam abuses his influence in the biotech field to manipulate stock prices to benefit someone else.

  4. I could not agree more on his ignorance . Let me remind everyone about just one time chemo is unbareable let’s alone several time.
    I had a friend who had lung cancer whom went to several months of chemo, his looks almost normal as everyone else without cancer when he walk in but he looks so weak when they wheel him out…finally he lost the battle.God bless his sole

  5. AF & Cramer are WRONG much more often than right with their calls, so just rely on your own DD. I see the pullback as an opportunity to buy under $2.00 after a nice momentum trade for gains :-).

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