I listened to the presentation- it's on the Telix website...

I listened to the presentation- it's on the Telix website (you'll have to flip the slides yourself though).

CB was making a bit of a throwaway comment here, it's something he's said before, I wouldn't read too much into it.

He was talking about the Pixclara/ glioblastoma stuff, and said something along the lines of "if I were going to start another company this is the asset I'd take"

He also pointed out it was one of the founding assets that Telix had when it started its existence.

I think it's just a case of "he really likes it." Maybe it's the science, maybe it's the target market, maybe he knew someone who had the disease. But I didn't get the sense that what he was saying had any sort of market implications- he's just really enthusiastic about the asset.