Nice analysis @ajostu thanks for sharing.

First 3 Last

Share
Profile

Follow
hugodagg

80 Posts.

25

02/08/19

14:32

Post #: 39833254
Share

Originally posted by ajostu: ↑

So two interesting anns today.

The Merck ann is interesting if vague. I couldn't help but feel (maybe a bit cynically) that the line about reporting obligations was put in to (a) cover for the lack of detail and (b) play peek-a-boo a bit.

Why is the Merck ann interesting? Because every bio loves to go on about how interested Big Pharma are in them. I've learned to switch off whenever a company says that unless they can provide some definite piece of evidence that it's true. So count this as evidence.

This Lancet article is interesting for several reasons. First of all it indirectly links back to the question of reimbursement rates: the article compares illumet with Axumin, which gets US$3000 reimbursement and is clearly in Telix's sights. It also supports the hypothesis that the FDA might look positively on the NDA application

Secondly, and I didn't notice until I reread it, it mentions that the pre-NDA FDA meeting has happened (27th Jul). This is a bit late (it was promised for Q2) but that may well be a matter of fitting in with the FDA. Getting FDA bookings seems to be a slow process. However based on the last FDA Phase III ann (Jun 17th meeting, Jul 15th ann) we can anticipate the ann for this coming out in about a month

Thirdly, it's an article in Lancet Oncology. Now I don't want to sound like a journal snob, but this is a big deal. This journal has a very high impact factor and as their own webpage puts it is in the top three of 200 odd oncology journals. Again this compares with a lot of other bios who will breathlessly tell you about the poster they've presented at some conference or the journal article that comes out three years after the ASX ann in the Journal Of We Promise You This Has High Impact Even Though You've Never Heard Of It. So again this lends weight that there's a good chance the FDA will approve it because It's Much Better Than What's Out There is a damn good reason.

I can't remember if it was Telix or Chris B, but one of the two has a snapshot of the key pieces of info from the Lancet paper on their twitter feed (enough to be informatice but not enough to get them into copyright trouble.) It's worth keeping an eye on these two twitter feeds. While they don't (of course) tell you anything the market doesn't already know, they're still useful for "the vibe".

Summary version: while FDA approval is never a fait accomplit, this looks about as close as it gets. While reimbursement rates are never guaranteed, this looks about as close as it gets. While a Big Pharma takeover is never guaranteed, there's now evidence that shows the possibility isn't a fantasy.

Expand

Nice analysis @ajostu thanks for sharing.

TLX Price at posting: $1.49 Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

KSN

Mineral Hill transition kicks off for Kingston, gold and silver ramp up to follow

Super PITch gold sponsor RSM Australia: Can Diggers & Dealers 2024 be key to reinvigorating IPO activity?

NWH

NRW Holdings voted Wealth Within's hot stock tip

MTL

Mantle Minerals' Nick Poll talks to HotCopper on finding gold grades up to 3.57g/t at Mt Berghaus

AIZ

Air New Zealand ditches 2030 emissions targets – right as ASIC's Scope 3 reporting changes kick in for FY25

There are more pages in this discussion • 1 more message in this thread...

First 3 Last

Add TLX (ASX) to my watchlist

(20min delay)
Last $19.31		Change -0.500(2.52%)		Mkt cap ! $6.635B

Open	High	Low	Value	Volume
$19.61	$19.88	$19.19	$13.11M	671.5K

Buyers (Bids)

No.	Vol.	Price($)
17	1411	$19.30

Sellers (Offers)

Price($)	Vol.	No.
$19.32	607	3

View Market Depth

No.	Vol.	Price($)
5	147	19.270
7	615	19.260
10	812	19.250
9	1627	19.240
6	1763	19.230

Price($)	Vol.	No.
19.280	1305	11
19.290	1679	11
19.300	723	6
19.310	658	7
19.320	1060	8

Last trade - 13.24pm 30/07/2024 (20 minute delay)

TLX (ASX) Chart

Nice analysis @ajostu thanks for sharing.

Mineral Hill transition kicks off for Kingston, gold and silver ramp up to follow

Super PITch gold sponsor RSM Australia: Can Diggers & Dealers 2024 be key to reinvigorating IPO activity?

NRW Holdings voted Wealth Within's hot stock tip

Mantle Minerals' Nick Poll talks to HotCopper on finding gold grades up to 3.57g/t at Mt Berghaus

Air New Zealand ditches 2030 emissions targets – right as ASIC's Scope 3 reporting changes kick in for FY25

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Nice analysis @ajostu thanks for sharing.

Top Stories

Mineral Hill transition kicks off for Kingston, gold and silver ramp up to follow

Super PITch gold sponsor RSM Australia: Can Diggers & Dealers 2024 be key to reinvigorating IPO activity?

NRW Holdings voted Wealth Within's hot stock tip

Mantle Minerals' Nick Poll talks to HotCopper on finding gold grades up to 3.57g/t at Mt Berghaus

Air New Zealand ditches 2030 emissions targets – right as ASIC's Scope 3 reporting changes kick in for FY25

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News