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.
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