Understanding Telix, page-97

Yeah that’s essentially my thinking.

And pointing out what @spnc said “appreciation of this asset (250cdx) will grow as US submission becomes imminent in mid-2023".

- The submission is already imminent
- The read out for 250cdx was spectacular
- They should be already baking it into the valuation based on the read out

They probably don’t know how to value the therapy products and that’s why they haven’t included it.

But let’s speculate 10 billion usd per annum for tlx591 and tlx250. 10% = 1 billion

So if you took that metric then $30 is still super conservative IMO

The team could put a rocket under the share price by showing market sizes to help analysts etc but why would they now? They are self sustaining and there’s no need to impress the market to raise capital. They’re now focused on executing, helping patients, changing the world and excelling human medicine.

And as they do that with their proven track record and like our CEO says - in time market cap will take care of itself