TLX 1.42% $20.73 telix pharmaceuticals limited

Ann: JP Morgan Healthcare Conference Presentation, page-47

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    and having listened to the conference

    i am reminded that CB's baby is the Renal imaging and therapy.

    he mentioned he would have liked to put it on its own in a separate company or something.
    so i will not be surprised to see it surpass the success of Illuccix.
    i do understand the market is apparently marginally smaller, but the Illuccix market was estimated at TAM $1B not so long ago

    Renal imaging is also a monopoly

    Prostate imaging just continues to grow. which is why i suspect both LNTH and TLX are growing well ATM
    all boats are floating @!!
 
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