Bell Potter: Telix’s $2.35B ITM deal boosts isotope supply-chain exposure
Bell Potter analyst John Hester says Telix’s US$2.35 billion acquisition of ITM provides “unparalleled exposure” to the supply chain for cancer treatments’ dominant therapeutic isotope, citing ITM’s role as a leading manufacturer.
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03:54:28 AM UTC
SquawkNews
The potential for US$50 million in cost synergies jumps out at UBS analysts as a key attraction of Telix Pharmaceuticals' US$2.35 billion acquisition of isotope manufacturer ITM. The analysts, who have a last-published buy rating on Telix's Australia-listed stock, tell clients in a note that the ve…