TLX 0.48% $20.73 telix pharmaceuticals limited

why I like telix

  1. 1,119 Posts.
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    .. don't get this post wrong I am talking longer rather than short term, and who knows the share price may pull back further in the short term..

    but

    current market cap is $350M. they are scheduled to sell between 10-15k dose of illumet in 2019. assuming (and that is always a big if) they get FDA approval at some point and even sell 20000 doses at $3000 per dose then that is $60M revenue. for a p/e of 50 (which is not unheard of for a company that is expected to have strong growth) the current market cap requires $7M earnings (profit).

    and that is only for illumet, not the other programs..

    I stand by this company being a multi $B market cap within a few years.

    obviously there are a lot of ifs in the above.. dyor

    just my 2 cents
 
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