Ann: Telix 1H 2024 Results Presentation, page-3

back of envelope numbers

Total US market opportunity US$ 4.5B

if Telix can grab 50% (keep in mind Zircaix is a monopoly and Illuccix UBS suggest 45% plus Illuccix 2.0)

then Revenue of US$ 2.25B achievable in 12-24 months is way more than the Billion number we have been tossing around

whilst its slated as UPSIDE and Guideline evolution and Label Expansion, im hoping for upgrade after upgrade on Imaging alone.

costs will rise obviously, but there's a crapload coming in the front door
then chuck in Ex USA into the mix

oh yeah ... then chuck in Therapy in some form in USA and Ex USA

its Blue-chip stability with growth as far as you care to look
well done CB etc ... let's hear what you have to say 2mrw

cheers


i wish a few other big brokers would throw out a non-conservative valuation to set the cat among the pigeons