A good solid quarterly. You've always got to be a bit careful in treating company anns like holy scripture and reading between the lines too much but one or two things stuck out.
With 101 imaging from brain cancer, they're repeating the same text as before: submit to FDA in 2023, launch in 2024.
With 250 imaging for renal, they've had a "positive type-B meeting" (from what I can tell type B is what you'd expect) and they plan to submit their BLA in 2023 as planned, but they don't explicitly say they hope to launch in 2024. Am I reading too much into this? Maybe.
Without wanting to sound negative (and we knew this already) there's still work to be done at Seneffe. They've finished stage 1 but there's a stage 2 due in 2024. Worth keeping an eye on that this burbles along as planned.
Stating the obvious, the two Big Deals are the two FDA applications. Progress in everything else (good to see therapy programs kicking along too) seems to be pretty good.
TLX Price at posting:
$12.16 Sentiment: Hold Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)