Positive:- hardly any competition for the new molecules used-...

Positive:

- hardly any competition for the new molecules used
- big pharma just warmed up to the radiotherapeutic space as the field extends from imaging to treating - that's where RAD is at the front and a bit ahead of its time
- Lantheus expected to increase holding by taking up 2nd tranche maybe even earlier
- a lot of M&A
- Lantheus partnered in January with a comp similar to RAD - their MC now USD 1B!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
- RC seems to be very confident, does not come along as a con-artist, looks trustworthy
- Sp / MC insanely low for what's already established - BUY!!!!!!!!!!!!!!!!!!!!!!!!!!



Negative: 4 read outs over next 2 - 2 1/2 years, some might not be that patient


Overall: Strong buy if you got 2-3 years of patience

GLTA