Ann: Telix Investor Day Presentation, page-8

yes
its a big increase in TAM

maybe Gozellix is hitting its mark ??

UBS said around 6-9 months ago that $19.50 was the value of Illuccix in the Telix share price

id say, its higher now with a few further "sticky" quarters under the belt

but call it $20 Illuccix
Gozellix must be something significant with that increase in TAM ($2.5B to 3.5B to 6.7B)

so current value of Telix at $25-26 would arguably be Illuccix and Gozellix USA only ... and all Approved obviously

my point is there's a heap that is given Zero value


i wont bother listing all the rest ... UK EU Brazil .... Zircaix ( a Monopoly), therapies Pixclara FAPS China/ India Japan , Seneffe , RLS etc