TLX 0.52% $15.32 telix pharmaceuticals limited

I'm sure a lot of us see US100m and AUS150m as important...

  1. 2,597 Posts.
    lightbulb Created with Sketch. 404
    I'm sure a lot of us see US100m and AUS150m as important milestones to reach- and maintain! It looks like TLX should reach those with no problem. Interesting that the 12% US revenue increase was based on 19% dose volume increase. Would like some colour on this, as the analysts would say. Between the dynamics of increasing TAM, variations in pricing, and competitors in the market, I speculate that this uncertainty may be holding back market enthusiasm even though the actual results achieved so far are formidable.

    However this is a detailed presentation that will need some time to digest fully.

    Am I right that this is the first time the baby names have been revealed? Good luck little Zircaix and Pixclara, I hope you both do well.

    There's a lot of interesting stuff going on, I will have to look carefully at how timelines are tracking, but I suspect the next real inflection points are the two FDA approvals. If the share price goes off before then I'll be pleasantly surprised but that's not what I'm expecting.
 
watchlist Created with Sketch. Add TLX (ASX) to my watchlist
(20min delay)
Last
$15.32
Change
0.080(0.52%)
Mkt cap ! $5.095B
Open High Low Value Volume
$15.25 $15.46 $15.19 $6.101M 398.2K

Buyers (Bids)

No. Vol. Price($)
6 188 $15.31
 

Sellers (Offers)

Price($) Vol. No.
$15.32 119 2
View Market Depth
Last trade - 11.50am 06/05/2024 (20 minute delay) ?
Last
$15.37
  Change
0.080 ( 1.18 %)
Open High Low Volume
$15.33 $15.46 $15.20 61101
Last updated 12.10pm 06/05/2024 ?
TLX (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.