TLX 0.53% $14.97 telix pharmaceuticals limited

well saidif you look at the UBS reportthey say AUD$790m for FY...

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    well said

    if you look at the UBS report

    they say AUD$790m for FY 2024E Revs - Illuccix is $770m of that revenue forecast. that's conservative in my books

    but then they allocate AUD$1.1B for FY 2025E and $1.37B for FY 2026E

    whilst any sniff of success in Therapy will make those forecasts redundant, i still think 2025/2026 are way unders for what seems to me to be a Probability, in that Zircaix and Pixclara in my mind, are coming to market.

    and Zircaix i think is another Illuccix in terms or revs if not better. and Pixclara is proba half to a third of that initially

    so i suggest they are a billion unders on Imaging alone

    and that's in USA ALONE
    (UBS $19.30c)

    Last edited by mnbvcxz12345: 24/04/24
 
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