Understanding Telix, page-3

It's also important to appreciate the advantages of the method of operation of Telix's products, molecularly targetted radiation MTR. It's simpler than other approaches such as immuno-oncology or next gen chemotherapy, those approaches are trying to solve an impenetrable molecular biological conundrum, I wish them all the best, but I prefer what Telix is doing. Just get the hot rock to bind to the tumour and burn the hell out of it.

And MTR isn't just one product, it's a whole new field. MTR is just starting, new indications and new targets are emerging and Telix is at the front. For example the indication for Illuccix might be expanded to include initial diagnosis, remember altough there are 300,000 cases of prostate cancer there are 1,000,000 prostate biopsies!!! Research is going on to see if MTR can be used instead and make some of these biopsies unneccesary. That could triple the market.

Plus, It's still priced like a biotech startup, but it has an approved product and positive cashflow. No more cap raises.