TLX 4.24% $19.19 telix pharmaceuticals limited

Ann: Telix Submits NDA for New Prostate Cancer Imaging Agent, page-10

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    TAM for Lantheus presentation is 3B Usd by 2029 but I suspect this could grow, just depending on price. It is being used to monitor progress of disease and treatment so definitely not a one price item per person. I would think minimum 2 illuccix per person for those that have in multiple areas. Currently lantheus has 1B USD share and illuccix is 500m USD share. I disregard other competition for now as they have less marrket share. Still plenty of room to get market share for illuccix.
 
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