Yeah you'd think once TLX591 is in the market as well a multiple like that would be completely justified.
They're forecasting $4.5b peak sales for pluvicto and being conservative, if we see TLX591 OS double that of pluvicto rather than almost 3x seen in the other trial; say 30 months compared to 15, surely we'll easily take at least $3b of that.
I expect there'll be a small cohort of patients who wouldn't be able to tolerate the added haemotoxicity seen with the antibody due to having certain conditions.
So we might not take everything but pretty damn close.
Big numbers.
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