If you listened carefully to the entire broadcast he does give credit to certain competitors, including Telix.
But IMO his premise is that he honestly believes Clarity has the best diagnostics in Cu64, and from results so far aided by a careful scientific approach, he believes he expects the best in class for Cu67 therapeutics.
If this indeed comes to pass, that Cu64/67 are the best in class, then time to market will be irrelevant because it'll be all about BP and how much - US$2 - 6? billion (A$10 - 30/share?).
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