Wow what a great presentation. My take away is as follows
continue to take market share with illuccix from main competitor and product is best in class
no competition with kidney cancer product and selling it directly to existing customers. That is a doubling of current revenue
brain cancer imaging not as big initially but great bolt on and could expand
geographic expansion as good as done
supply chain management is key. Wiping out competition with recent acquisitions.
prostate therapy drug. Best in class. This is the kicker. I can see a diagnostic turnover of 3b in 2 years. I think market cap will be 30b in 2-3 years or 8 to Disallowed from here. If therapy comes off we are looking at much higher valuations.
Back the truck up
Understanding Telix, page-434
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