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Do you know approximately what the yearly RnD spend...

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Karcus

287 Posts.

150

18/04/24

10:36

Post #: 73402694
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Originally posted by ajostu: ↑

ASX releases after trading closes seem to be something that TLX does. In a way it's a good thing: it gives everybody a good chunk of time to digest the news, not just 20 minutes or whatever it is.

That 18% increase is more than I expected, I was expecting more like 10% as per last quarter.

Nice to get a quarterly update though I do miss the old 4Cs.

They make a point of noting that R&D will go up... so I don't expect the market to get too excited. (NPAT and dividend all they care about). Though I note that using my simplistic metric of market cap equal to 8x (annualised) earnings, they should be at 5.6b with a share price of $17.

While you can never say for sure what will kick off the share price (this ann might do it!) my guesses are:

- Zircaix approval (interesting that they date-check end-May for this, so a timeline update at least at that point?)
- Prostact white swan event (if the survival rates are as good as previous trial, and what that might imply). Needless to say, that second one is speculative, I'm just putting it out there.

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Do you know approximately what the yearly RnD spend is?
less,more,same as revenue?

TLX Price at posting: $14.08 Sentiment: Buy Disclosure: Held
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Last $15.78		Change 0.390(2.53%)		Mkt cap ! $5.272B

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No.	Vol.	Price($)
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Price($)	Vol.	No.
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