Telix's PE is skewed somewhat because they choose to pump money into R&D being at the forefront of theranostics. They post modest profits to stay on the right side of the ledger, at last glance they had something like 11-12 trials underway and are very acquisitive.
The seemingly blockbuster rise in Telix's revenues warrants the current share price but tbh it's actually undervalued imo. There's more good news to come so it's not surprising UBS rates them a buy. Neuren has a lag problem even though by anyone's metrics they are doing well, the lag being time between trofinetide and eventual approval of 2591 or an eventual takeover. But this is independent of what is occuring at the moment, if Jon and Co thought this was normal market dynamics then I don't believe they would've instituted a buyback. They know something stinks, and so do we.
NEU Price at posting:
$10.81 Sentiment: Buy Disclosure: Held
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