Ann: JP Morgan Healthcare Conference and Trading Update, page-114

its fun to play around with the numbers ,
where dreams and hopes are made and broken ..

i keep coming back to SRX - sirtex
they were taken over very cheaply. and traded at twice the price a year earlier
and that takeover price is basically the TLX market cap right now

srx had 2% of the last resort SALVAGE market
and under gilmon wong they could never grow

so if thats all TLX get also, then you can add on the imaging products and you have to get to $3 or $4b at minimum

imaging was always only ever a part of the big picture for TLX . the theranostics approach.
image them with the TLX product and then its a natural progression to the TLX therapy
its the cash cow also. its a biotech doing things in reverse

as the real moneys are in the therapy. is it $50k a pop for a treatment ? in place of $5k

IF ... and thats what most are not pricing in a single cent for yet .. but IF
the company gets a sniff at therapeutics - on one product alone ?

and im hoping for greater than 2% last resort salvage market

then it becomes monopoly money
i think then we will be laughing about todays $2b market cap,


i cant recall seeing a company with such potential

funny
earlier in last year, NEU , kept rehashing the same argument. big money coming in later in year, the stock did nothing to speak of, while a mate of mine from work had sold it years earlier at a dollar, i was now buying in ... 300% 400% higher, shortly after it started inching higher and hasnt stopped since. i sold too early but it seems pretty obvious now she trades much higher. they happen year after year after year

i just bought some more shares in TLX and im still going to add into further strength. i still have the stock from many years ago, but i regret selling down a few hundreds over the years . i could have had a really monster position in a potentially monster stock .
my bad