The big difference between NASI and SCOR is that SCOR is late to the market with seeds while NASI is already moving beyond seeds with its aquisition of Theseus and its restenosis treatment with partner ESON. Apomate has an enormous potential market, far ex-seeding any prostate treatment!
The late arrival of Syncor seeds just stresses the unerlying difference between North American and Syncor. NASI is a focused growing company while Syncor relies on their market share to make money on also-ran products. NASI will probably continue to use capital to market new products while Syncor will use revenue to give their employees a reason to sell goods.
is that SCOR is a 500M company with over 50% of its market share (in its core radiological pharmaceuticals) while NASI is a 20M company hoping to displace others as its core (radioactive callibration sources) continues to erode. Both are under valued.