Looking ahead you'd have to think that this type of scanner will be ubiquitous.
Even now those with the highest throughput will have or will be getting one.
This will of course influence investment decisions in regards to other imaging agents.
Illucix is cheap and nasty....in a good way.
Only needing a generator for manufacture means it will definitely be the cheapest option.
Once the US market is fully saturated and companies start competing on price Illucix will shine.
This will be especially significant for new players who have to roll out fleets of cyclotrons in the absence of superior efficacy in this new scanner type.
I'm betting TLX could halve the price of illucix and triple its market share when push comes to shove.
Likely the US prices will be a lot closer to ROW prices in a few years.
I'm betting TLX has the most room to move when it comes to price in prostate imaging.
Looking ahead you'd have to think that this type of scanner will...
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Last
$20.56 |
Change
-0.410(1.96%) |
Mkt cap ! $6.951B | |||
| Open | High | Low | Value | Volume |
| $20.56 | $20.81 | $20.49 | $2.581M | 125.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 9 | 320 | $20.56 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $20.58 | 2231 | 16 |
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| Last trade - 11.51am 02/10/2024 (20 minute delay) ? |
| TLX (ASX) Chart |