TLX 1.72% $19.52 telix pharmaceuticals limited

Apologies for my lack of contribution here. I've tried my best...

  1. 255 Posts.
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    Apologies for my lack of contribution here. I've tried my best to bottom draw this with full confidence on the teams ability to deliver a part 2 CSL over the next 10 years.

    May key question here is:

    - 2024 full year guidance of 705 million for worldwide sales of illuccix. "Guidance will be updated as appropriate to reflect product approvals"
    - So is this illuccix sales projectory for US, Canada and Australia only?
    https://hotcopper.com.au/data/attachments/6028/6028844-38381c73f036b37dd7050fc1baddcc17.jpg
    - Does this not include EU sales as its not yet approved there?

    Assuming it doesn't include:
    - EU sales
    - Asia sales
    - Zircaix sale
    - Pixclara sales

    Then I wouldn't be surprised to see 1 billion $ rev + in the next 11 months if most are commercially available (even considering the slower ramp up from approval to roll out).

    I bang my head on the table wondering why it's so cheap. I'm pre-empting an explosive move when it clears into the $13-$14 blue sky range

    Other interpretations would be appreciated

 
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