TLX 1.46% $18.41 telix pharmaceuticals limited

Thank you for this very nice interview. I particularly liked her...

  1. 11 Posts.
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    Thank you for this very nice interview. I particularly liked her analogy of Telix attempting to be an "Amazon on steroids" in radiopharma, delivering the right dose to each individual patient at the right time.
    Spinning the analogy a little further, Amazon had to throw a lot of ideas against the wall to see some truly successful ones stick. Several things did not work in Amazon's journey, which was no big deal as Jeff Bezos never went all in on one bet. Telix's portfolio seems to me beautifully de-risked - the effectiveness of several of their diagnostics and therapeutics has already been shown years ago, others are highly likely, and none of their programs places the company at risk should it fail or delay.
    With people like her on the team and such outstanding leadership from the founders I will remain a happy (and permanent) holder for years to come.
 
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