LTNH sales potential was projected up to USD 600m+ under these conditions (1.5bn TAM, perhaps more now indeed), so with 527m in 2022 they're roughly reaching this number which makes sense, meanwhile TLX should reach AUD 400m+ by next year and a minimum of 700m by 2027 on Illuccix US + ROW, so all things being equal it's quite impressive for both companies but quite expected too. I didn't expect TLX to overcome LNTH in absolute terms, unless of course, as CB said:
- if TLX product is superior for a number of reasons. But even if LNTH keeps its edge, it's just tremendous for TLX already
- and since TLX will have the edge outside the US, it might actually happen to be leading the pack in a few years
https://www.intelligentinvestor.com.au/investment-news/telix-pharma-precision-medicine/152128
TLX Chart, page-169
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Last
$23.47 |
Change
0.130(0.56%) |
Mkt cap ! $7.918B | |||
| Open | High | Low | Value | Volume |
| $23.82 | $23.99 | $23.46 | $5.373M | 226.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 457 | $23.46 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $23.49 | 646 | 5 |
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| Last trade - 11.06am 12/11/2024 (20 minute delay) ? |
| TLX (ASX) Chart |