interesting information. things I noted from this article:
1. it mentions that Norvatis had it first full quarter at Q3(sept) same as TLX
2. it mentions its expanding its production capacity
3. there are issues in the production facility
4. they have about 120 treatment centers they are supply to
5. 80m sales for Q3(US only?)
6. pluvicto is among the other 8 marketed products? who are the others? how are they doing in terms of sales or market share?
Yet despite the above they are still ahead of TLX?
based on TLX q3 report, TLX has only $36.5m sales from 179 centres for Q3? interesting how novartis q4 will be showing.
to get ahead, they should continue with US expansion and be focusing on Europe(as they mentioned earlier) and other countries.
Ann: JP Morgan Healthcare Conference and Trading Update, page-117
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