CB getting far more vocal on CU6. You can see the confidence pouring out of him.
My take on the results was very solid. Unfortunately the asx is driven by short term catalysts and cash flow. Telix strategy involves patience and investment. Market was always going to sell off but recovery to daily highs is a very bullish sign.
What I did get from the conference call was rest of world revenue in a few years will only be around 30-40 per cent of total revenue. US will be the driver by a long way. That’s how big the US market is. My shift has gone away from illuccix EU, UK back to Zircaix, Pixclara and of course the sleeper tlx007. If these get the green light in early 2025 expect revenue for 2025 to be at least 1.5b aud pushing over 2b the year after.
We have revenue, a pipeline of opportunities others would only dream about and a war chest of cash to develop these medicines and buy out the supply chain to keep competition at bay
CB getting far more vocal on CU6. You can see the confidence...
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Last
$19.18 |
Change
-0.600(3.03%) |
Mkt cap ! $6.418B | |||
| Open | High | Low | Value | Volume |
| $18.90 | $19.21 | $18.04 | $51.74M | 2.756M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 710 | $19.15 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $19.20 | 7058 | 2 |
View Market Depth
| Last trade - 16.10pm 23/08/2024 (20 minute delay) ? |
| TLX (ASX) Chart |