Understanding Telix, page-657

well said

if you look at the UBS report

they say AUD$790m for FY 2024E Revs - Illuccix is $770m of that revenue forecast. that's conservative in my books

but then they allocate AUD$1.1B for FY 2025E and $1.37B for FY 2026E

whilst any sniff of success in Therapy will make those forecasts redundant, i still think 2025/2026 are way unders for what seems to me to be a Probability, in that Zircaix and Pixclara in my mind, are coming to market.

and Zircaix i think is another Illuccix in terms or revs if not better. and Pixclara is proba half to a third of that initially

so i suggest they are a billion unders on Imaging alone

and that's in USA ALONE
(UBS $19.30c)