http://www.btgplc.com/document/1034
BTG purchased TheraSphere last year, the only current competitor for Y90 beads, albeit glass and not resin. They currently hold an HDE in the US and are running a trial to get approval for secondary liver cancer treatment.
Turnover of TheraSphere was 24.7m UK pounds. From a total t/o of 79m for Interventional Medicine (they have some other products) the profit came in at 13.8m.
I'm surprised at the low T/O as I thought it would be nearer SRX levels based on Nordian reports for the past couple of years. Maybe there are supply issues from Canada.
Sorry this is as close as one can get to a proxy, IMO. others may have better data.
SRX Price at posting:
$19.27 Sentiment: Hold Disclosure: Held
