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
LTNH sales potential was projected up to USD 600m+ under these...
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$17.44 |
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Mkt cap ! $5.836B | |||
| Open | High | Low | Value | Volume |
| $17.17 | $17.48 | $17.03 | $24.18M | 1.401M |
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| No. | Vol. | Price($) |
|---|---|---|
| 1 | 3021 | $17.41 |
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| Price($) | Vol. | No. |
|---|---|---|
| $17.45 | 10570 | 5 |
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