IF you have no time for the long post, here is a link to a video where PRACTICING CLINICIANS talk about Life before Clarity's 64Cu-Sar-bisPSMA! Ok, they don't mention Clarity by name, but they talk about what its like practicing with lack of Clarity!
"There is more to running a profitable business than just having good science .... TLX has excelled running a profitable business and continues to knock the lights out, I have my doubts that Clarity can do the same, leadership is key."
a) That desperate sounding statement is what someone would say when they have lost faith in the Science at the company they are at? Don't! Telix has bought some promising assets which came together with the scientists behind the development of those assets, so there is still a bit of hope there, I feel. They are not at the level of Clarity, but Number 2 (or 3) is not bad, in a field where the alternative is really bad (Conventional Imaging). Not the best, but still in a medal winning position. There is a lot more demand out there than what Lantheus, Telix, and Clarity, combined, will satisfy.
b) IF the Telix leadership were as brilliant as you say, they should have bought the best in class, which has been under their noses while they were running around like headless chickens, spending huge amounts of money on 2nd to 3rd rate assets! Clarity's MC was $300million in 2023, and yet by then, they were a clear pace setter in the science! The billion dollar windfall coming to Telix this year could have gone into funding the rapid development of the Best In Class true Theranostic products and perfect pairs; 64/67Cu-Sar-bisPSMA, 64/67Cu-SARTATE, and 64/67Cu-BOMBESIN, perhaps renamed TLX somethings as TLX like to do! [Apologies to them if they tried but failed. That Alan guy is quite stubborn, if I may say so.] I am still hopeful that Telix and Clarity will combine - and own the field!
Let me also say that, if all that you are looking for is a profitable business to invest in, then perhaps you could ask about investing in the corner shop where you buy your milk? My guess is that they are profitable! If they turn you down, you could try Eli Lilly, its a publicly listed company and I hear they are very profitable! And Telix too! Don't worry about those of us who choose Clarity! Many of us are drawn towards these pre-revenue biotechs, and in Clarity, we have the advantage that the science continues to knock the lights out!
On the statement where you seek to dismiss the good science as a "yet to be proven and not big enough difference to displace incumbents"! This is another area where you guys not only confuse things, but fail to separate opinion from fact! Worse still, when your opinions are founded on nothing!
'Yet to be proven' is NOT a stain in a company that is developing products: Telix was founded in 2015, and spent years working towards where they are. They have bought many products at stages way before where Clarity is at. As long as Clarity is moving at the speed of science, that's all fine, even if that may appear slow for investors (you and I).
The rest is hopium. You hope the Cu6 results won't be as good, and if they are, you hope the uptake won't be great!
The following is copied from a post from a few days ago
---- Life before 64Cu-Sar-bisPSMA!
The video below, titled "Navigating the Complexities of PSMA PET in Prostate Cancer Management" is a useful and timely reminder of what Clarity's Clarity is going to bring to the arena! This is the motivation for the Life before 64Cu-Sar-bisPSMA title to this post. Listen to the discussion, and I think you will agree that if things go as we have seen, that statement may well become a reality!
I think the discussion should also help anyone who may be wondering why Clarity's64Cu-Sar-bisPSMAgot awarded FDA Fast Track Designation for both conditions that are targeted by this product (64Cu-Sar-bisPSMA), and for which Clarity applied for.
Who gets FDA Fast Track Designation?
Serious Condition & Unmet Need:The designation is granted to drugs that treat serious or life-threatening conditions and address anunmet medical need.
Potential to Offer an Advantage:The drug must show potential to provide asignificant advantage over existing therapies. This could be throughimprovedefficacy,fewer side effects, orbetter conveniencefor patients.
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