“ALSO AND MORE importantly answer the question about the competition which you say will damage TLX s current business” “1. Address their half life issues”
This quote may further help your understanding:
”……. fully leveraging the benefits of copper-64 and its optimal half-life of 12.7 hours to overcome the logistical issues inherent to current-generation diagnostics due to their reliance on isotopes with far shorter half-lives, namely gallium-68 and fluorine-18 (half-lives of around 1 hour and 2 hours, respectively). These short half-lives translate into short shelf-lives, constraining availability of these agents to a restricted number of locations at specific times, which often do not align to the clinical needs of the sites or the patients’ needs. The gallium-68 supply chain requires large and continued capital investment to sustain a short shelf-life product network. The isotope is made on generators, with each generator only lasting approximately six months. Since most generators are manufactured outside of the US, they have potential exposure to tariffs. The fluorine-18 market for prostate-specific membrane antigen (PSMA) competes directly with the 18F-FDG market for isotope sourcing, significantly impacting supply. These challenges with gallium-68 and fluorine-18 supply chains leave many cancer patients worldwide with limited access to radiodiagnostics and therefore affect their ability to receive timely, effective treatment.”
TLX Price at posting:
$25.51 Sentiment: Sell Disclosure: Held
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