and having listened to the conference
i am reminded that CB's baby is the Renal imaging and therapy.
he mentioned he would have liked to put it on its own in a separate company or something.
so i will not be surprised to see it surpass the success of Illuccix.
i do understand the market is apparently marginally smaller, but the Illuccix market was estimated at TAM $1B not so long ago
Renal imaging is also a monopoly
Prostate imaging just continues to grow. which is why i suspect both LNTH and TLX are growing well ATM
all boats are floating @!!
Ann: JP Morgan Healthcare Conference Presentation, page-47
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