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$15.51 telix pharmaceuticals limited

fyi latest wilsons report ( my interpretation of ) is that peak...

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nottawombat

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14/03/24

11:46

Post #: 72880991
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Originally posted by Neckdeep: ↑

I have been doing some revenue estimates but I am stuck with trying to predict illuccix sales from jurisdictions outside the us. 489m out of 502m came out of the us with Canada, Australia showing next to no revenue.
first question. Is this just because sales force is only focussed on growing market share and resources in the us and will then be focussed on these areas after us market growth slows? Or is it that we don’t have the supply infrastructure in place to compete?
second question. With the ability to sell into Europe close what is the total addressable market? Has management indicated what TLX hopes to achieve in revenue from illuccix in Europe over the next 24 months? For example, market opportunity is 2b annually and TLX aiming for 30 per cent of market
appreciate any knowledge in this area?

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fyi

latest wilsons report ( my interpretation of ) is that peak TAM reached around mid 2030's and TLS share of revenue over $3b for illucix alone. I cant recall whether that was quoted in US or AUS dollars

So hold those shares ......... they should perform far better than the matrimonial home

TLX Price at posting: $11.52 Sentiment: None Disclosure: Held
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(20min delay)
Last $15.51		Change 0.600(4.02%)		Mkt cap ! $4.993B

Open	High	Low	Value	Volume
$15.04	$15.55	$14.92	$19.48M	1.278M

Buyers (Bids)

No.	Vol.	Price($)
1	60	$15.50

Sellers (Offers)

Price($)	Vol.	No.
$15.53	1480	2

View Market Depth

No.	Vol.	Price($)
1	60	15.500
2	3026	15.480
1	33	15.470
2	1342	15.460
1	35	15.450

Price($)	Vol.	No.
15.530	1480	2
15.540	190	1
15.550	3256	1
15.560	8505	1
15.570	2832	2

Last trade - 16.10pm 29/04/2024 (20 minute delay)


Last $15.49			Change 0.600 ( 3.87 %)
Open	High		Low	Volume
$15.01	$15.54		$14.92	156844
Last updated 15.59pm 29/04/2024 ?

TLX (ASX) Chart