Key thing for the short to medium term is the massive increase in the alleged market for Illucix/Gozellix.
Their current figure is 2.5b, increasing to 3.5b and eventually to 6.7b USD.
This is intriguing as currently, for the last four quarters, the US market has kept steady at about $1.6b (combined Illucix & Pylarify). Clearly they're expecting the combination of Gozellix and label expansion to really boost that.
I will be really interested to see if that comes off.
Overall, I'd say it's a pretty good, though not entirely complete, introduction to the where the company stands at the moment, obviously pitched to an American market. Also, as you'd expect, there's a very optimistic and positive vibe permeating the whole thing.
If it weren't for the uncertainties in the US at the moment, particularly relevant in the healthcare sector, I'd be optimistic. At very least I think that the company is going well in the areas that are within its control.
TLX Price at posting:
$25.59 Sentiment: Hold Disclosure: Held
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