TLX 2.09% $22.98 telix pharmaceuticals limited

Ann: JP Morgan Healthcare Conference and Trading Update, page-115

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  1. 260 Posts.
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    That TAM is based on illuccix just in the US with illuccix’s current label. What will happen to the TAM based on a successful approval of label expansion?

    Can it increase from 1.5b to 2.5b?

    And will research provide evidence for a further expansion?

    Also what is the TAM of EU and Asia pacific combined?

    (discounting the new imaging products within grasp with little competition) Don’t forget that we have GE that will push TLX 250cdx so I expect a much faster roll out.
 
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