Half year forecast, page-59

Don't worry Mr Coure, there's more than enough liver cancer to go around. Sirtex will have a big addressable market, and SIRT therapy is reasonably priced for the advantage it delivers. The big concern is about the FDA making mandatory recommendations for newer very expensive treatments which have only an marginal advantage over a much cheaper existing therapy. The FDA says it is not its mandate to consider value for money, but oncologists are starting to say somebody needs to take responsibility for this aspect (and I think rightly so).