Ann: Head-to-head IIT with SAR-bisPSMA, page-93

Flotsam is ecstatic with his Telix holdings- truly ecstatic.

It’s fantastic for him.

He has said he still holds over 100k of the shares, this after these recent weeks when needing to sell down some to cover tax.

But still holds, after having to sell some (for of course also excellent profits )- 100000 TLX shares. It is wonderful.

He is very happy but also gets wound up—monitoring, and is also on a roll with his trading.

Sometimes can be offensive, dismissive overly towards loyalty holders other shares, or naïve posters as he perceives, in his shares.

My personal view is he should try keep his personal vested interests out of the slant here, or more so when posting.

He is a trader also with view of his holdings, and buying or recently sold down positions.

As says, not wed to here or any stock for sure, but manner has become bit aggressive with stance, arguably also to support own holdings view.

Good to read though -the clearly vested interest view of Telix (and esp Novartis) in defending their IP and asset/ market share and development pipeline-

At present they are legally trying to stop our local Australian lead treatment facility continuing to compound really the same nuclear radiopharmaceutical for a fraction of the Novartis patent treatment cost.

Life saving treatment that been given here for many decades until now.

It is a generic medicine.

Both Telix and Novartis are using generics.

They must argue this very well, legally defend their built positions , + they’re trying to normalise the treatment regime as it is currently.

* for this one only at present indication, in prostate cancer*

Telix especially in this regard as they have only their diagnostic approved- and only in the US for prostate cancer.Seeking to improve on now, new better scanner coupled with in research to lift result of the nuclear isotope diagnostics with very short half lives. Less secure and transient attachment to cancer tumour receptors for the image diagnosis

But -

Treatment is separately done completely- Novartis Pluvicto primarily as treatment now. Though will be it seems challenged and superseded .(CU6 copper isotope Cu67 far superior safer results )

It is the only treatment available now and absolutely life saving for many men who in very dire morbid elsewise prognosis.

*Including of course how being still given here in Australia ongoing, for over 30 years now, local on site compounding for individual patients* Public care- not patented & for less than $10000 per patient dose ? (compounded and given locally as per past many decades)

But of course, if a significant holding and followed for years, Telix here - do get swayed, and then express in view and research slant, as driven by the two approved companies and products, and their research teams and affiliates .

And with how been buying and overall position, wonderful position of course also with Telix.

Telix is and has been amazing.

Quite a pipeline coming also as they rapidly seek to broaden and capture the market inc for prostate cancer treatment with gallium based isotopes.

Directly in competition with Novartis- Telix candidate is superior results with their nuclear isotope and treatment.

NB.

Nuclear, scarce isotopes, radiopharmaceuticals.

Requiring precursor nuclear sourced materials and enrichment.

Any disadvantages to a second day imaging of patients for more highly accurate diagnosis and to qualify for potentially only life- saving radiopharmaceutical expensive treatments. Quickly out-weighed by all the facts re quantity and transit of nuclear materials globally., for the nuclear isotopes.

If they not the best, if a beta- emitter particle, safer to handle and manufacture once have facility, cost and logistics advantages great to utilise more copper isotopes longterm.

And way superior results- and quicker simpler excellent treatment pair with follow on after diagnosis.

In- house.

The convenience argument also could be countered with blood tests follow up for prior treated patients- if as currently stands the patients access to actual life-saving curative treatment is practically zero.

The ultimate treatment is main focus with definitely best most accurate diagnosis.

Novartis are not interested in entering the diagnostics space- firmly in oncology treatment space. Seeking to be a dominant.

What we are trying to say is- can be that posting not non- biased, and we get this.

Everyone has biases or blindness in aspects not seen or understood also.

Can be what read is very much though from view of self- interest in success wrt own trade position .

Though also a Clarity holder.

Telix and Clarity unfortunately separate clearly and not cooperating.

Clarity very firmly doggedly developed own excellent ligand technology - developed and not off-the- shelf.

And important copper isotopes that developed.

CU6 candidates, diagnostically and treatment also- are far superior to Telix diagnostic in prostate cancer (different - with different manufacture; and dose administration and then imaging on subsequent day or days.)

Results way better however and truly achieve the aim of the (copper) isotope attaching tightly to cancer target receptors- ‘Christmas tree light up’ reveal on diagnostic image results.

Affirmed with biopsies— to be cancer tumours, inc very tiny in lymph glands not detected by any other diagnosis testing.

Extremely accurate- to be a part of the future I hope.

Above all a diagnosis - an excellent or best accurate diagnosis.

CU6 also have advantage.. in that treatment with the corollary copper isotope can be subsequently delivered to the patient after the accurate diagnosis.

Knockout accurately and reliably the cancer tumours that get detected.

Unfortunately Telix, Cu6 developments (both excellent Australian companies) are & now literally proceeding to test head to head , & compare the diagnostic abilities CU6 copper isotope diagnostic.

CU6 Copper isotopes , “better, cheaper, safer” .

Albeit :

1. with own protocol of needing broadscale production of Copper isotopes likely at one central continent facility in 1-3 locations globally,to start with-and will cover a very large % main paying cancer patients in the world and those with access to good public healthcare and treatment.Cover 3 major regions of the world fairly efficiently, be planning at first. Plus ,
2. means a different protocol to Telix diagnostics, in that second or subsequent day imaging is far superior diagnosis, in these critical relapsed dire cancer scenario patients— **where extremely expensive radiopharmaceuticals treatment therapy for them is available, at hundreds of thousands USD at present per patient, in the US anyway for lucky patients who can afford , but requires an accurate diagnosis and proof of targetting success*

A different treatment from the diagnostic- for prostate cancer only atm is how is.

Although Telix is ever- ambitious &pursuing treatments also(their development treatment superior to Pluvicto) , as are others, & to establish as occurs now as accepted simple protocol.

I’m sorry that the ‘convenience’ issue does upset my stomach also. ( Have a dear friend currently with an incurable less common type -renal cancer. I want this to be available in time in a trial perhaps, to maybe save him)

But poster has sold out here higher, again ecstatic that he did, we all could wish, and now has bought some back- managing his amazing but polarised portfolio position, & consequently quite raised adrenaline levels can think.

Fantastic position to be in for sure.

Also of course can think would have had access few times at least to Telix management if sought, though I think would have also regarded self as seeking to be researching and independently comfortable with holdings.

Fair to say, that bias definitely exists- and poster sees it as also he has wanted to share the information he has, and as he sees things, sinking the boot in a bit at times, talk the shareprice lower as can afford to hold and buy on retrace, bias revealed.

It’s a big sltuation & kudos, and at least in here one can share and read information.

Charts have been viewed more from point of view trade position and bias I thought .

(I don’t think it’s ethical to post totally from one’s self- interested position. And have raised when I thought this was more the case)

Just - ’He protest-ith too much ‘ .

Likewise will now let this rest.

Do think that this is not a contest however, and hope all also agree-

We all of course want success—for the diagnostics and treatments.

The amount of development across cancer types and receptor targets, and research and trials for ultimate practicalities, to be done is huge. And costs.

Encumbants have first mover advantages and already expanding in the market, with early increasing large profits.

Albeit as yet only for one cancer indication , for men.Telix is hand in glove with Novartis, big global company with the life-saving atm only cancer radiopharmaceutical treatment, and only for prostate.

An accurate definitive diagnostic is part of the protocol- Telix gained this guernsey.

Big road ahead -

To be more generally affordable and accessible for all , radiopharmaceutical diagnosis and treatments for cancer.

And for more people across populations and regions, or to be more generally applicable - this the zoom up view I also always take.

An industry takes decades to evolve and mature.