interesting you/ he mentions SRX for funSirtex was taken over...

interesting
you/ he mentions SRX

for fun
Sirtex was taken over (arguably cheaply) at $2.1 B ... some years ago now too

Sirtex only had 2% of the salvage therapy market

worse case scenario, i would imagine TLX could get 2% salvage therapy market on one or more than one therapies also.

on that basis

1. $2B value on one salvage therapy~$?!%?, maybe two salvage therapies (maybe standard of care but lets look at worst case for now)
2. Illuccix USA $3B (old UBS valuation @$13 odd)

then you can add

Illuccix ex USA
Zircaix USA
Zircaix ex USA
Pixclara USA
Pixclara ex USA

the rest of the pipeline ... and
Seneffe
IT
Recent acquisitions , property and people

makes this mornings $3.8B market cap look a bit cheap in my opinion. might take a while but its essentially a Probability to see higher prices

"the stock is up 1453 per cent over the past five years and has added 1880 per cent since its November 2017 initial public offer price of 65¢. It was trading at around $12 on Tuesday."

Also, he talks about the nature of the investors on the register, their intel and experience etc ... all or many of which are up 1880% since IPO, and as at the last Annual Report and Top 20, none had sold and a few like JPM Nominees had increased by few million.