LTNH sales potential was projected up to USD 600m+ under these conditions (1.5bn TAM, perhaps more now indeed), so with 527m in 2022 they're roughly reaching this number which makes sense, meanwhile TLX should reach AUD 400m+ by next year and a minimum of 700m by 2027 on Illuccix US + ROW, so all things being equal it's quite impressive for both companies but quite expected too. I didn't expect TLX to overcome LNTH in absolute terms, unless of course, as CB said:
- if TLX product is superior for a number of reasons. But even if LNTH keeps its edge, it's just tremendous for TLX already
- and since TLX will have the edge outside the US, it might actually happen to be leading the pack in a few years
https://www.intelligentinvestor.com.au/investment-news/telix-pharma-precision-medicine/152128
TLX Chart, page-169
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Last
$17.77 |
Change
0.330(1.89%) |
Mkt cap ! $5.973B | |||
| Open | High | Low | Value | Volume |
| $17.50 | $17.88 | $17.42 | $4.202M | 237.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 828 | $17.76 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $17.77 | 283 | 4 |
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| Last trade - 11.04am 06/09/2024 (20 minute delay) ? |
| TLX (ASX) Chart |