Ann: Head-to-head IIT with SAR-bisPSMA, page-79

Yeah i agree with that JD. Early days but it definitely muddies the water.

I thought Cu64 was a shoo in to take half of the market before I saw that.

I guess they'll all find their niche but it's certainly not as simple as I thought previously.

As we know it will take a very arge investment for whoever buys Cu6 to sell it at volume, rolling out a fleet of cyclotrons.

This likely makes the investment case less certain looking forward a few years (?).

Thanks for the link.

I reckon you're already aware that illucix has no patent protection.

But it's not needed.

With TLX 's deep supply lines and strong logistics it's hard for others to compete as Lantheus is fast discovering.

Dirt cheap too, so hard for others to compete on price.

I'm quite comfortable if it turns out that illucix loses some market share in the future as it's currently bankrolling a plethora of new high value products which will be hitting the market with monotonous regularity for the foreseeable future.