TLX 1.54% $20.44 telix pharmaceuticals limited

Ann: Telix Urology Innovation Showcase, page-26

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    and they also believe Tlx and LNTH are take-over targets:


    " Takeaways from TLX’s investor day incl: 1) strong growth expectations for radioDx/Tx driven primarily by radioTx uptake, as well as increasing imaging use; 2) TLX591 177Lu antibody Tx is differentiated; KOL sees use cases for both antibody and small mol (Pluvicto, PNT-2002) with market supporting multiple assets; 3) increasing radioDx/Tx among big pharma companies, which we think positions TLX and LNTH as takeout targets."
 
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