TLX 1.60% $17.76 telix pharmaceuticals limited

Ann: Activities Report and Appendix 4C - June 2023 Quarter, page-43

  1. 2,156 Posts.
    lightbulb Created with Sketch. 551

    By the way I just realised UBS didn't update the revenues estimates table between their initial coverage vs the post-q2 results update this week (see below) - growth looks too conservative IMO, in 2024 alone with TLX250 without competitor in the US + Illuccix capturing at the very minimum 30% of a USD 2bn market, TLX will be at 1bn AUD already. And that's without any other revenue stream for both products (EU, UK, Brazil, Canada, South Korea, etc.)

    Cheers @gingerclam

    https://hotcopper.com.au/data/attachments/5448/5448773-8606063b4c52657e8373486b6b6fe806.jpg


    https://hotcopper.com.au/data/attachments/5448/5448770-6836f569a0dba955cb7f7e5f6daa6e92.jpg






    Last edited by spnc: 23/07/23
 
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