Rule changes will affect everyone, so if that is a concern for Cu6, then TLX should be concerned too (both from the Illuccix sales as well as the pipeline).
I find the TLX versus CU6 debates intriguing, especially for retail investors like myself. For me as a stock market investor, I am stock agnostic. I care more about upside from where I am, irrespective of the stock itself!
So, when I look at TLX and CU6, I ask one simple question: which of these two looks to me to have the best odds of doubling my money from where I am today, in the shortest possible time? TLX and CU6 look very good to me and I am invested in both. But, I believe (from where I am), Cu6 has a lot more SP appreciation still to be had. It's what I thought 12 months ago, and that has not changed, yet! Revenue or no revenue - well, Pfizer makes billions, and yet the SP does not move!
I am not disputing that revenue is good for the future of a company, but to me, the fact that 'TLX will make a billion next year', when compared to saying 'CU6 will spend a quarter of a billion', is inconsequential, if the SP doesn't react to the information. To the CEO of TLX - great! He gets a bonus. My rewards come only from how the market reacts!
So, right now: I am much more on Cu6 than I am in TLX!
CU6 Price at posting:
$7.43 Sentiment: Buy Disclosure: Held
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