2025-06-12-Jefferies-TLX投资者日凸显PSMA_-_PET市场规模的上行潜力；Gozellix扩大市场覆盖范围_9页_120kb

TLX Pharmaceuticals highlighted key opportunities in PSMA-PET imaging, with a near-term market opportunity (TAM) estimated at $2.5-$3.5B and a long-term TAM of $6.7B, exceeding LNTH's projections due to diagnostic adoption. Current scans for established indications are valued at ~$2.5B, and new guidelines could add ~$1B from additional scans. Growth potential to 1.7MM scans could add $3.2B to the market. Gozellix is expanding access to 10% of the US market, targeting urban and rural areas to improve availability for PSMA imaging, with a planned smooth transition from pass-through expiry in June. The company's valuation is based on risk-weighted pipeline opportunities, including prostate cancer, kidney cancer, and amyloidosis treatments, but risks include late-stage clinical trial outcomes, regulatory hurdles, and competition.