it is my understanding that this announcement from NCCN which is only guidelines ... is in fact neutral for TLX
at moment TLX cannot market Illuccix for patient selection but a customer could choose it and still claim reimbursement
im thinking the NCCN guidelines suggest all of the manufacturers can now be selected . novartis has issues currently and Lantheus is more difficult to have delivered on time every time ???
i wont really comment on the stock price, albeit disappointing
at some point, if you are a believer, you buy the business and walk away
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