TLX 1.25% $15.05 telix pharmaceuticals limited

So it looks like LNTH had a pretty good quarter, with sales up...

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    So it looks like LNTH had a pretty good quarter, with sales up $15m or so. Golden rule: never write off your competitors as bunnies. Here's my graphs updated graphs for that. This will be the last one of these I'll be able to to do quarterly as TLX shifts to half yearly reporting. Unless they list on the NASDAQ where they may have to do quarterlies again. Who knows?

    Could be coincidence but I note the September and December quarterly increases in 2024 echo those of 2023. Will Pylarify continue its history of having a big kick up of users in Q1?

    And remembering, Telix predicts an annual market of US2.4b, Lantheus says US3b That's at least US1b allegedly up for grabs. Who will capture it? Will new competitors eat their lunch?

    tlx_compar_jan24_total.png tlx_compar_jan24_comp.png tlx_compar_jan24_incpng.png
 
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