TLX 2.97% $15.24 telix pharmaceuticals limited

Yes this exactly! The way that management have previously under...

  1. 223 Posts.
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    Yes this exactly!

    The way that management have previously under estimated/under forecasted and then over delivered makes me more confident in the 4 x overall survival comment.

    To add to this, the studies are taking longer than expected. I was first concerned about this but could it be because their patients are surviving much longer than originally anticipated?
    Which in turn extends the study because results are so positive? With data not recorded until it’s final? Purely speculation but backed by logic and past performance

    Further to this, CAIX could be effective in over 20 different cancer sites. This is unbelievably massive.

    Eg. TLX591 is specific to prostate and could potentially pull in 10 billion USD + annually if successful. This is one site not 20 like CAIX in starburst

    what happens if starburst is successful and is able treat at 20 different cancer sites?

    I know oldsport Tony hairdresser gets upset about me comparing TLX to CSL but TLX could actually be bigger one day if all stars align and management stays rock solid

    DYOR but critics are welcome to pull this apart with logic

    Regards MR.COMPOUNDER50

 
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