Radiopharm - anyone know how this compares to TLX?, page-24

Thanks for the share spnc!

The interview from the eureka report was a highlight to me for sure!

disallowed link/investment-news/telix-soars-on-china-grand-pharmaceuticals-deal/149038

Main points I got were:
- Pricing of illuccix varied depending on countries with the US being most stable
- Market asking price per dose to range from 3000 - 5000 USD in US (other countries maybe lower)
- Potential treatment price of the therapy (TLX591) to be around 50,000 USD per dose with the potential of 3-4 doses per patient = approx. $200,000 USD
- Estimated to be 30,000 patients per annum in the US that may elect to use the above therapy (30,000 x 200,000 = 6 billion USD in revenue)

Although TLX591 (therapy) looks to be at least 2-3 years away from commercialization - these sorts of numbers make the CEO's share price estimate of $70 per share look low (approx 20 billion market cap).



And that's just two core products that they have in the pipeline?????

I've seen a lot of people saying this biotech or that biotech is the next CSL over the years but this may be the real deal.

Can they execute? I think they can and imagine the dividend if they do...

IMO, this name is a 10 year or even a lifetime hold

DYOR