TLX 0.15% $20.48 telix pharmaceuticals limited

hi @spnc shame those posts got modded, to me it highlighted the...

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    hi @spnc shame those posts got modded, to me it highlighted the challenges/ opportunities for TLX in the prostate therapy space, and that some of the questions that we’re facing with Pylarify/ Illucix are likely to be repeated.

    How much benefit will there be to have been the first to be approved (in the case of therapy, there’s an advantage of several years rather than several months)? What’s the real TAM?

    does TLX have the better product and can it cut through on that basis?

    Is the real message that TLX has its greatest opportunity in its CAIX pipeline with renal, bladder cancer etc? Will the prostate business just end up being a useful medium term cash generator before the real business comes along?
 
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