TLX 1.54% $20.44 telix pharmaceuticals limited

Is a $2,131,889,198.56 market cap justified, page-32

  1. 1,774 Posts.
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    excuse my simplicity
    but they sold 4000 units last quarter - one would expect more since they now have reimbursement and official launch - and lets forget for now 40% growth 1/4 on 1/4

    but lets stick with 4000 units @ US $4000 (might even be $5k) a pop times 4 quarters for the year

    min US$64m rev. 70% gross margin = $45 m

    id actually expect double that figure but dont that put in a a forward P/E of around 20 times ? double is 10 times (back of envelope figures)

    throw in a second generation product and potential therapy use a year from now on prostate alone .. then peg in the other organs ?
    Novartis more interested in therapy than imaging. Lacametz not approved for cyclotron . Lantheus locked out of use for patient selection (TLX label extension forthcoming)

    ... seems like value but wotdoino


 
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