TLX 1.75% $19.13 telix pharmaceuticals limited

Understanding Telix, page-1175

  1. 4,815 Posts.
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    It will be interesting to see how much illucix can earn.

    It all hinges on how well LNTH can supply the market because in a few ways pylarify is superior to illucix; gallium accumulates in the bladder and can potentially mask lesions and the contrast between lesions and other tissue is better with pylarify from what I've read.

    Obviously the difference isn't that huge or illucix wouldn't be making such great inroads.

    Cyclotrons cost US$10 to $15million so not sure how many they can roll out.

    I imagine that if clinicians have trouble getting pylarify when they need it they'd switch to illucix afterwards.

    Especially interesting when illucix 2 is in the market and they can supply more regional areas.

    illucix half life is 68 minutes vs 3 and a half hours for pylarify but travel time from a cyclotron vs a nuclear pharmacy's generator is the key.

    Illucix 2 should really nail it in that regard?

    Anyway illucix is doing what it says on the box and funding a plethora of future blockbusters for TLX.

    Hope Zircaix hurries up though.
 
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