Yeah.
Quoting you from a couple months ago:
'Zircaix (No Known Competition) AUD $1B'
Pixclara AUD $500M ($100m initially, couple years ramp up)'
Added to AUD $800M (conservative IMO) for illuccix US as per 2024E UBS
Not even counting Illuccix EMEA (speculative until approval)
So based on Illuccix US only ($800M), UBS > PT $19.5
Lets add only a fraction of Zircaix for 2024 - say AUD $400M - and PT 2024E will in fact become $30 on the day of approval.
Ann: Telix Q1 2024 Revenue and Business Update, page-98
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Last
$14.80 |
Change
-0.650(4.21%) |
Mkt cap ! $4.890B | |||
| Open | High | Low | Value | Volume |
| $15.22 | $15.23 | $14.80 | $10.78M | 720.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 2339 | $14.80 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $14.81 | 826 | 1 |
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| Last trade - 16.10pm 17/05/2024 (20 minute delay) ? |
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Last
$14.82 |
Change
-0.650 ( 3.86 %) |
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| Open | High | Low | Volume | ||
| $15.12 | $15.22 | $14.80 | 99139 | ||
| Last updated 15.59pm 17/05/2024 ? | |||||
| TLX (ASX) Chart |