IMO this is way to conservative and I hope that everyone has their pants blown off by the next quarterly. Lantheus did over $92 million USD in revenue from Pylarify (their F18 imaging injection) in the last quarter alone.
With Telix's US commercial strategy and superior product - I think the adoption of Illuccix will be greater than Pylarify.
Take advantage of these prices while we all can and grab some popcorn for the scramble in a few months
Ann: Chairman's Address to Annual General Meeting, page-10
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