Radiopharm - anyone know how this compares to TLX?, page-32

Obviously it's confusing to anyone trying to put a valuation on it with certainty but that applies to any company without a track record of financials for a new product...

You mention that you're reluctant to bet your future on speculation about uncertain outcomes, even if you are given good odds - but that is exactly what you're doing now. As it stands in TLX's current state - it's still speculative, isn't it?

There are good odds that illuccix will be FDA approved although its just speculation right? So it's a bit contradictive to speculate on 68Ga but not 177Lu.

Mentioning odds and time in the sun - I think Radiological Therapeutics have good odds to be long lived. Just look at the movement in guidelines being included/adopted/discussed in the National Comprehensive Cancer Network and other relevant bodies.

I would assume that most funds do know how to value this name based on past announcements/interviews with the CEO but until the FDA decision is made - they sit on the side-lines as the uncertainty exists and they don't want to taint their rep as being negligent if the decision is not to grant. That's why I've previously estimated that it will likely gap up around 100% on a FDA decision if it is in Telix's favour.

I'll certainly double my current size if it is favourable as I think if that can execute 68Ga then they can execute 177Lu - and they have the potential of being the next *xxL*