TLX 1.36% $18.65 telix pharmaceuticals limited

Competition, page-25

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    Cu64/67 is owned by Clarity (NSW based). SAR-bisPSMA - Next-Generation, Highly Targeted Prostate Cancer Theranostic - Clarity (claritypharmaceuticals.com)

    They are not listed, hadn't heard they were planning for ASX listing.

    Cu64 has theoretical advantages. With a 12h half life, you can do serial imaging - you get an idea of disease sites the injection gets to after a few hours, then a day later you can see if those sites retained the tracer and potentially even stretch it out to 2 days.
    This is useful for estimating dosimetry and the actual radiation dose delivered to sites of disease.

    With Ga68 (~1h half life), you cannot assess for retention beyond 3-4h, so even if a disease site takes up the tracer very strongly, it might dissociate after 8 hours and you'd never know. So if you were to administer Lu-177 bound to the ligand, there would only be treatment at the disease site for a short while (ie. may not work).

    Same with Zr89 btw (TLX using this for TLX250 cdx, even longer half life at 78h.)
    hope that makes senes
 
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