Understanding Telix, page-444

yes
yes yes

and i guess we can extrapolate that 10% growth quarter on quarter for Illuccix, which was the case on final quarterly lodged (give or take) .. could be the 35-40% growth increase on 2023.

but in buying TLX now as opposed to a year ago

you get ...
Seneffe operational
Supplying Bayer's Ph 3 Trials ( i think its ph3 ?)
further indication expansions TLX 250-CDX
further dosing's Brain and bridging studies China
ProstAct Global therapy commenced


and handful of acquisitions - some may prove pivotal?

confirmation that Illuccix isn't going backwards, but forward

but wait, that's not all ...

Zircaix imminent
EU/UK Illuccix imminent

therapy data due mid-year ? ( i guess that's 3 months or so ?)
all wrapped up in a Nasdaq gift bag

some targets from UBS among others ranging $14-$18

This morning .....
*DJ Telix Pharmaceuticals Price Target Raised 7.1% to A$15.00/Share by Jefferies

and then you're buying, as you say, TLX on 12-month projected revenues of maybe $1B to be conservative.
which is less than 4 times current price

with the benefit that TLX has consolidated for a year, and successfully tested breakdowns.
(people pay for time value big time !)

i can't understand why we aren't paying a premium rather than a discount here ?

i preach Patience but i too am gobsmacked.
i reiterate, personally, i think its an investment and a probability.