Telix ASX TLX Breaking News & Current Commentary, page-3204

agree with all recent comments ... ( that i can see anyways)
agree Mr The Point

Telix is so under owned
it has flown under radar ... anyone's guess why ?
perhaps, as CB said, fundies just reluctant to get bitten chasing the tigers tail ... or something
maybe they've been lazy with new IPO's
....

of note

Prior to NEU Releasing therapy results a year or more ago nowIt’s stock was also quiet and consolidating at $10 or less

a few comments on 591 results due within 6-8 weeks

Novartis has 100 % of this blockbuster market or $1.5b .. that’s USA dollars , but let’s just pretend it’s Aussie pesos , as the upside can just take care of itself

Side effects put aside which in itself should provide a sizeable

market for Telix

But the OS was last recorded at 42.3 months as opposed to Novartis

Pluvicto at 8-9 months

Novartis therapy needs 6 shots six week apart, so 9 months

Telix therapy is two shots 2 weeks apart

In the event Telix and Pluvicto are merely similar OS , I say that because 42.3 months is just leaving Pluvicto in its dust - and appears way too good to be true ??? so say the experts in that discussion few weeks ago

Then the market might be shared
So that’s $750 m to Telix which is about equal to what Illuccix USA

represents now or $20 to share price

So a shared market in TLX 591 could mean another $20 to share price … might be $40 or more extra, if TLX beats Novartis or shows similar

Then you’ve got now :

approx $700-$800 m in cash and the other therapies

Plus Illlucix ex USA

Plus more imaging products

Label expansions

Plus people

Plus plus plus …

So in a game of probability, there must be a good chance of

further success, the next 6 weeks could be the biggest in

its short history

The stock now sits about 20% off its high, so sits CSL /COH off their highs too
after three long years of underperformance for the biotech sector, not that you would have noticed if buying TLX three years ago .
prob suggests again, a good year is near


lastly

I will say CB arguably could have released news of late and labelled it price sensitive - clearly at least 20,000 further scans is significant

CB could also have issued an upgrade which most are expecting… at anytime

So why hasn’t he ?

It’s dangerous to have an opinion in the stock market … but I’m suggesting he has always been three steps ahead in this game

As the CEO, he doesn’t seem concerned