Ann: Telix Q1 2024 Revenue and Business Update, page-18

agree

they've gone from 11% growth in Illuccix to 18%

thats excellent growth in USA and also ROW
i too was expecting we had seen the highs and were maturing, but nupe

that growth can only be coming from increased market share or an increased market size or both.
YAY . and not just unit growth but DOLLAR GROWTH too

wait until the better margins kick in from the recent acquisitions

R&D increase was flagged a few times already in past announcements.
and IMPORTANTLY, dont they state that the extra R&D that needs to be pumped into those new acquisitions is already factored into the 40% expected increase.

TLX broke out from $8 to $12 on a $100m quarterly in April 2023
now its $175m 12 months later with growth increasing ?!@?$@?!?

cant understand why CB didnt upgrade but this looks like a quasi-upgrade to me.