TLX 0.15% $20.48 telix pharmaceuticals limited

TLX Chart, page-1129

  1. 6,498 Posts.
    lightbulb Created with Sketch. 712
    I have both. Was meant to buy more tlx as I had to sell some 2 years back or so.

    the companies are similar but different
    Both have revenue.

    TLX has to get the EU sorted. I think this will end up as a dividend stock. That will suit Christian just fine. TLX pretty much gets all revenue and pays third parties.

    NEU also needs to get the ROW sorted. It has given that to Acadia but Acadia have no experience in the EU.
    I think NEU will be bought out.
    NEU gets its revenue from milestones and royalties so it doesn’t control all revenue.

    NEU probably has far more R&D expenses than tlx which is why I think a T/O is more likely.

    both have great balance sheets.

    well, that’s how I view them.
 
watchlist Created with Sketch. Add TLX (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.