Hi Jobo,
There is some information on the Bell Potter conference 15th Nov 2023, pages 5 and 21.
Although its not specific in quantity, they can currently supply all demand and will be able to scale as demand increases to what ever is required commercially. It does appear the cost of a new Rhodotron is approx $15 million US, and can be built within 18 months.
Northstar have just ordered 2 more rhodotrons.
https://www.northstarnm.com/radiopharmaceutical-therapy/copper-67/
https://www.northstarnm.com/wp-content/uploads/2023/03/NorthStar_Therapeutics-ARTT-Backgrounder_Copper_1.pdf
https://www.claritypharmaceuticals.com/wp-content/uploads/2023/11/23-11-13-Bell-Potter-Healthcare-Clarity-Company-Presentation.pdf
This is also an interesting link that has some information about costs? I am sure this is not specific to what Clarity would pay, but interesting.
https://www.isu.edu/iac/copper-67-sales/#d.en.134529
Best Regards
Research/Valuation, page-151
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