Ann: Telix Q1 2024 Revenue and Business Update, page-97

maybe she'll get a job with TLX

next 3 months really interesting

will be 3 months until we hear about the next quarter and if the 18% growth has been maintained ?
prob see Approvals EU and UK

FDA approvals will be a stone throw away on Zircaix
and the biggie - data readout mid year ProstAct Global cold be just weeks away

im seeing money coming out of stocks all across the board but not TLX - the past 2 weeks really, and hay, it could prob be justified to take some profit off the table on TLX for some bigger boys

maybe that spring just can't be held down anymore.

and i look at that UBS report, without going into details, looks to me like they are using some very conservative numbers for TLX for next couple years. minimal priced in for Zircaix, nothing for approvals ex USA and zero for therapy data readouts.

yet they still value TLX at $19.30

watch this space