Thanks Nathan 1984
great listen. Tlx mentioned in last few minutes.
big takeaway is the following
1. this is the accepted way to treat cancer moving forward
2. highly competitive. First mover advantage is key. Look at the market for diagnostic prostate cancer which is maturing. Therapy will follow.
3. Forget asking for a dividend for 5 years. All earnings should be put into revenue growth.
4. Tlx can be a once in a lifetime company. It needs to get products to market asap and retain key personnel
Understanding Telix, page-1089
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