TLX 0.70% $22.70 telix pharmaceuticals limited

Competition, page-26

  1. 54 Posts.
    lightbulb Created with Sketch. 28
    Yeah agree with all that dooza99.

    Regarding Arthuros' question about Clarity's technology, Clarity uses a 'cage' that binds very strongly to Cu64/67 and the cage is also typically coupled to some targeting agent (peptides for Clarity) that sticks to cancer cells. This strong binding of the cage to the Cu means that there is no free Cu64/67, which would normally end up in the liver and cause off target side effects. Cu64/67 allows the same cage/targeting molecule to be used in diagnosis and therapy, which gives better certainty that the biodistribution will be the same in both cases, i.e. will go to the same places in the body. According to their website Clarity's most advanced product in their pipeline is in phase II clinical trials. TLX is more advanced in their pipeline, hopefully being on the verge of completing approvals.

    According to an AFR article from Sep 2020 (search for clarity pharmaceuticals ipo) about a pre IPO raising, Clarity is likely to IPO in 2021.
 
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