TLX 0.52% $22.78 telix pharmaceuticals limited

Ann: ProstACT SELECT Study of TLX591 rADC Therapy - Positive rPFS, page-152

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  1. 260 Posts.
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    In my opinion, the US listing had little value and I was against it on a dilution perspective. Management say that wee don’t need the money, then why raise even at $20? If we need the NASDAQ currency then wait for until we’re doing 1.5billion annual rev and a 10% raise is a billion $. But even then, will we need the billion $ ??

    It doesn’t take a scientist to speculate a fair value if/when Zircaix and Pixclara hit the markets.

    I get that analysts keep talking about Illuccix peak sales and might be worried about a saturated market in prostate imaging - but there is so much up side for label expansion and new opportunities just for illuccix. It’s really just an infant and has much more upside from this point in the USA regardless of additional rev from ex USA.

 
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