thank you. This is more the analysis of commercial drivers and...

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Itsallagamble

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25/06/24

17:07

Post #: 74483361
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Originally posted by ajostu: ↑

Not really a fair comparison, TLX has a much higher market capitalisation. The price is the same but the business is much bigger.

The history of NEU is very different to TLX. It's worth remembering that Neuren has been around since the 2000's, and had a product that failed trials and left the share price in the doldrums for a very long time before 2256 took off. (Finally all those people that held through the peak in 2007 are in the black... maybe... after inflation....)

In a way this is a bit similar to the whole TLX vs CSL debate. How does it look if you compare share prices at the same time in the company's history? It took 12 years for CSL to get to where TLX has in 6 and a half years. If you bought NEU after 2013, then your ROI is about the same as buying TLX on debut; you really needed to buy NEU in the dead patch between 2009 and 2013 to be ahead of TLX when it comes to returns.

Right now NEU is earning revenues through a royalty deal, I would guess its long-term goal with 2591 would be much the same, I would suspect they'd look at further partnering deals rather than get into manufacturing themselves. It's not impossible that they'd get bought out, either.

This is in contrast to TLX where vertical integration and controlling as much of the process as possible is the modus operandi. If we compare the two companies, to me it seems like Telix is more like Acadia- it's the one making the deals and controlling the process.

I don't want to dump on NEU in any way, there are a lot of long term holders there who are finally having their day in the sun and good luck to them. NEU also (finally) has a big chunk of money in the bank to further its plans with 2591, so I suspect that looks good to investors too.

To say that TLX's price is "lagging" NEU is superficially true, but when you look at the total history of the two companies, completely meaningless.

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thank you. This is more the analysis of commercial drivers and background that I’m seeking. Not just simple market cap thoughts. Much appreciated

TLX Price at posting: $18.86 Sentiment: None Disclosure: Held
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