TLX 1.16% $20.97 telix pharmaceuticals limited

Ann: CMS proposes payment improvement for radiopharma diagnostics, page-2

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  1. 16,320 Posts.
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    This is significant, one of the biggest threats for this company imo was that it was going to have reimbursement cut significantly after the 2yr period. There had been talk about CMS changing this, and clear pressure put on them to do so, but this is the confirmation the market needs. If the CMS are proposing it, you can bet it'll be passed unless there are any major objections (can't imagine there will be)

    Congrats everyone, this is a huge boost to the longer term outlook and will require a significant re-rating of the shares to account for the massively improved clarity in the outlook.
 
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