Ann: Telix Investor Day Presentation, page-14

Thanks for asking, I’m flattered!

Impressed by the presentation but thought the content was as expected with no new ground breaking news.

No mention of the head to head trial in diagnostics as you’d expect. Rightly not mentioning anything until post results.
So until that becomes clear it looks rosy as far as revenues look going forward. Good growth and new markets opening up blah blah blah. All great unless the unimaginable happens and a new generation diagnostic takes over. I know you’ve heard it all before but it’s still potentially a turning point.

Therapy wise, I’m pretty agnostic and don’t believe there’s anything to hang our hat on as yet. I think there are still safety concerns with TLX 591 and unless they can achieve multiple complete responses and a huge increase in efficacy over SOC and the other challengers then it’s still very much in doubt. The alpha therapies like 592 and the others I’m still not convinced on. It’s been likened to throwing a nuclear bomb onto an ammunitions shed in a war, when a guided missile could achieve the same result. Maybe it will play a role in the future, perhaps as a last resort but I have my doubts.

So overall a nice sales pitch which might well hit a chord with some US analysts but lacks anything solid results wise. Will be good fodder for the likes of mnbvcxz etc though.
We might get something more substantial in a couple of years from now perhaps.