if one sold now, i see it as equivalent to selling, what was once viewed as a one trick pony ... TLX in july 2021 at around $7 six months before Illuccix approved for sale. Maybe then you feared it was not going to be Approved ?
we are now on cusp of Zircaix (weeks /months away). Illuccix EU / UK (wont bother with Brazil)
and yes, as you say, what's Illuccix 2.0 worth 1.3m people market, arguably unmet
USA Medicare will affect all three Imaging agents
how no value is attributed to Seneffe, China, combos with Merck that must report at some point, vertical integration, Top 100 - i don't understand
the list goes on and on ... and all fully internally funded (that's worth about $150 m per year?) (Therapy hasn't even been mentioned which one alone will equal 10 Illuccix's)
i think you have to find a point you're comfortable to buy and hold and sit tight. if Illuccix is worth $19 on its own (UBS), then Zircaix is not far away on the top, IF it gets Approved ?#@$?~?
with independent valuations now around $33 and $26 (conservative), seems a no brainer to me and make no mistake, if TLX had priced in some more of those items and was trading at $40 ... i would expect those conservative valuations to be much higher.
brokers are reactive generally. better to join the pack than to stick out and risk being laughed at the Annual Brokers Dinner
TLX Price at posting:
$19.13 Sentiment: Buy Disclosure: Held
(20min delay)