TLX 3.69% $23.60 telix pharmaceuticals limited

Ann: Non-Deal Roadshow Presentation March-April 2019, page-9

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  1. 36 Posts.
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    Reviewing their prospectus, they were originally not planning to market a Ga68-PSMA-11 imaging product:
    TLX-591 imagingis used to confi rm therapeutic targeting during treatment and to calculatethe patient dose, however Telix is not developing a commercial imagingproduct based on TLX-591 as there are numerous other clinical solutions todiagnostically image PSMA either in development or early commercialisation. [prospectus p14]

    Does anyone have any understanding of why it's now such an attractive opportunity? Have the other companies in 'early commercialisation' given up?


 
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