ill throw this one out there ....
nothing new here, other posters are saying same for a while
juts a refresh on what i see as probable
UBS 12 Month price target $26 based on
UBS full year Revs estimate 2025 $1.1B
(wont bother with profit as can be as profitable as desire )
and UBS $1.1B target based on
1.Possible EU Approval Illuccix - this is UBS sole extra Revenue Generator within 12 months
so if Illuccix USA is $700m +, then Illuccix EU is priced into UBS target price at around $300M
I would have thought Illuccix USA would be greater than $700m since still growing (last update 18% increase) and
i would have thought Illuccix EU and UK will arrive ASAP and is much greater than est $300M (UBS EU alone), let's say EU/UK Illuccix $700M
i would have thought Zircaix will be approved this year for sure and ramping up well within 12 months (monopoly product), let's say conservative $500M
Pixclara following on next year ramp up - let's not even include
Within the next 12 months
so $700M Illuccix USA
and $700M Illuccix EU/ UK
and $500M Zircaix
therefore, UBS full year Revs estimate 2025 1.1B
could well be $2B ++. (i would suggest it will far exceed $1.1B )
Therefore, every chance UBS 12-Month target price could well double to $ 52 ++ on Zircaix approval and/ or Illuccix EU approval
And the following catalysts are not generally included in that price target as won't generate Revenue within 12 months .... but high prob some huge revs given approvals and positive trial data
2. FDA acceptance Zircaix (August) --- I have included this is my numbers above.
3. TLX 592 trials
4. Phase 11 data TLX 250
5. Interim data ProstAct Global (1Q 2025)
6. and Illuccix 2.0 will be this time next year
7. Illuccix China (1H2025)
8. More deals and Partnerships
9. the rest of current pipeline Pain management/ Bone marrow/ IT / control and cheaper raw materials etc
- Forums
- ASX - By Stock
- Short Term trading, analysis and TLX noise - No investors keep out
ill throw this one out there ....nothing new here, other posters...
-
-
- There are more pages in this discussion • 253 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add TLX (ASX) to my watchlist
(20min delay)
|
|||||
Last
$20.48 |
Change
0.030(0.15%) |
Mkt cap ! $6.854B |
Open | High | Low | Value | Volume |
$20.35 | $20.83 | $20.30 | $10.68M | 520.3K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 1586 | $20.48 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$20.58 | 898 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 387 | 20.410 |
1 | 196 | 20.400 |
1 | 2 | 20.300 |
1 | 1000 | 20.290 |
1 | 300 | 20.160 |
Price($) | Vol. | No. |
---|---|---|
20.700 | 4500 | 1 |
20.750 | 500 | 1 |
20.800 | 1792 | 2 |
20.880 | 1784 | 2 |
20.890 | 3000 | 1 |
Last trade - 16.10pm 04/10/2024 (20 minute delay) ? |
Featured News
TLX (ASX) Chart |