Understanding Telix, page-684

its pretty amusing to note that every one is valuing TLX very conservatively .... And i don't understand why ?

in the olden days, people used to get excited and look into the future a lot more.
anyways, that's their problem

those numbers are impressive, but ....

that Rev growth must be Illuccix USA alone = 26%
doesnnt make sense if/when Illuccix goes ex USA

nor Zircaix and Pixclara USA and Ex USA. obviously, no therapy (standalone nor combinations)

and im very much looking forward to the inevitable CB earnings Upgrade .
as i said before , that 18% increase was a quasi-upgrade in my mind.

enjoy all


one day some one big is going to come out and put a valuation number on TLX that will blow these other numbers away, as they realise Imaging is just the cash cow to fund the bigger picture. if i was a fundie, id be shitty that i didnt own enough TLX

What a Beautiful Company !!
( i wish XRO didn't take that phrase already)