CU6 1.29% $6.90 clarity pharmaceuticals ltd

Tlx buys ARTMS - effect on CU-64?, page-15

  1. 46 Posts.
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    Hi - it’s been a while between posts.

    I have to admit, I had similar thoughts when I first read the announcement. Personally, I think it’s more antagonistic marketing spin than anything else. TLX may be exaggerating both the supply issue and ARTMS’s 64Ni stockpile/capacity for 64Cu production.

    TLX won’t have CU6 over a barrel with supply of 64Cu and I don’t think they will be friends/collaborator s. I could see TLX trying to get a slice of the pie with some potential supply of 64Cu though. Interesting either way, but I personally don’t think any major concern for CU6 holders - only great announcements so far!

    I also don’t recall any Northstar announcements regarding contracts for 64Cu supply.

    onwards and upwards!
 
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