TLX 1.54% $20.44 telix pharmaceuticals limited

Ann: Chairman's Address to Annual General Meeting, page-9

  1. 2,663 Posts.
    lightbulb Created with Sketch. 458
    One final point: as always it's worth flicking through the presentation that comes with the CEO report. Key figure is that they give a cost of US$4700 for a 5mCi dose so that's in line with what CB was saying a few months ago.

    Pulling a number out of the air (or wherever else) I'm going to assume $AUS3000 net per dose profit. That should be conservative but there are several fingers in the pie after all.

    We know they supplied 13k doses last year, though I recall CB saying a large proportion of those were in Europe, but don't quote me on that. Nonetheless, I'm sticking to my "stretch objective" of supplying ~3K doses and pulling in $AUS10m in money. Note that if they don't pull that off I don't necessarily regard that as a fail.

    However, from a PR point of view, I'm sure it would look good if they could put up a headline figure of $10m in income for the quarter. I'm going a step further and saying $10m net would be even better.
 
watchlist Created with Sketch. Add TLX (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.