Starbust will leave illuccix in the shade haha pun intended? But...

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Compounder50

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24/05/23

19:49

Post #: 67946223
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Originally posted by ajostu: ↑

So listening to the AGM right now.

First question - and CB's answer - relates to the question of "profitability," and I found the whole exchange quite interesting.

The question was "when are you going to run a profit." I do have to wonder if what he really meant is "when are you going to put out a dividend."

So I do suspect that there's still this Aussie mentality for many investors of "it don't mean a thing until you start paying me 2%"

CB I think showed up the cultural attitude of the company- which is more the American style- saying "we'd rather have a premium in the share price than post a 2c dividend."

I've said this before, but I think the next great financial milestone I've set for TLX is that they start banking double digit profits per quarter. I don't think they should pay a dividend. It's just that it would finally shut up those whose only investment skills consist of taking the annular NPAT and multiplying it by a peer P/E to get a valuation.

On another note: while launch will probably not be until 2H2024, the renal imaging stuff looks really encouraging. I still maintain that there's a good chance this whole program with STARBURST etc will leave Illucix in the shade.

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Starbust will leave illuccix in the shade haha pun intended?

But I agree. Jokes aside, if Starburst is successful then it could send telix into space!

14 different tumor types in the phase 2 study making it essentially 14 x bigger than illuccix (as illuccix is only for prostate)

Is anyone here able to put the time aside to trawl through NCCC guidelines to estimate an approx number of people are effected per year by each of the below cancer types?

TLX Price at posting: $11.50 Sentiment: Hold Disclosure: Held
10 Upvote

2 Great analysis

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