That is your prerogative and if that is enough for you then don’t read on. You and many others will not like what I’m about to say. To keep this thread open, balanced and informative it’s necessary though, in order to make an informed decision based on all information at hand. This includes information about what our competitors are doing. You won’t see this info in the pumper’s posts. In fact they more than likely have sold on the back of it today but of course would never admit to it. For complete transparency I did sell some more of my holding here, now for the 4th time. So here it is.
“64Cu-SARTATE lesion detection substantially outperformed that of 68Ga-DOTATATE. 64Cu-SARTATE
detected 393 to 488 lesions, and 68Ga-DOTATATE identified 186 to 265 lesions among 45 study
participants across the readers.”
This is just a tiny extract from the trial readout that focused on the diagnosis of NETS, another form of cancer. To anyone interested, I’d highly recommend you read the entire readout. The important part for us as Telix investors, is that it is becoming clear that Ga68 as a short half life imaging agent, is missing up to half the lesions that our longer half life competitor is detecting.
Patients and clinicians are demanding the best possible detection in order to improve their treatment outcome.
Will this data directly translate to the prostate cancer head to head between Ga68 and Cu64? Can’t be 100% sure. It will come out soon but if we do get a similar outcome, my fears I’ve been expressing here could play out and revenues to Illucix could be severely affected if not wiped out completely. Won’t matter which countries we have approval for if clinicians are forced to change to a new best in class.
(20min delay)