TLX · NASDAQ · Biotechnology

Telix Pharmaceuticals

Commercializes prostate-cancer imaging agents while developing radiopharmaceutical diagnostics and treatments.

$11.29
After-hours close+0.02 (+0.18%)
At close$11.27(−0.92%)
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Profile

Telix Pharmaceuticals LimitedTLXHealth Care

Illuccix and Gozellix are commercially available gallium PSMA-PET imaging agents for prostate cancer. The platform combines clinical development with manufacturing and U.S. radiopharmacy distribution while pursuing imaging and therapeutic programs in brain, kidney, and prostate cancer.

Illuccix and Gozellix are commercially available gallium PSMA-PET imaging agents for prostate cancer. They anchor a business that develops and commercializes diagnostic and therapeutic radiopharmaceuticals and associated medical technologies for oncology and rare diseases.

The pipeline includes brain- and kidney-cancer imaging programs and therapeutic candidates for brain and prostate cancer. Internal research is paired with clinical assets, manufacturing and distribution sites, and a U.S. radiopharmacy network, creating a vertically integrated delivery platform.

Operations span the United States, United Kingdom, Canada, Brazil, Europe, and Japan. Commercial expansion depends on regulatory authorizations and resubmissions, clinical-trial execution, reimbursement and pricing, raw-material supply, and manufacturing and distribution capability.

Company facts

CEOChristian Behrenbruch
ListedNov 13, 2024
ExchangeNASDAQ
HeadquartersNorth Melbourne, Australia
CountryAustralia
Employees1,149
CIK0002007191
ISINUS87961M1053

Key statistics

Market cap$3.82B
EPS (ttm)$0.0997
P/E (ttm)113.29
ROE7.1%
P/B7.54
P/S4.05
Dividend yield
Beta1.05vs XLV −0.19

Year to date +47.9% · Average volume (30d) 122.5K

Analysts

Price target, next 12 months$18.00+59.4%Median of 5 analysts · vs the Aug 28 close
ConsensusBuy4 of 5 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Jul 16, 2026RBC CapitalDowngradeOutperformSector Perform$17$18
Dec 14, 2025RBC CapitalTarget$17
Sep 23, 2025UBSReiterateBuy$20
Sep 10, 2025H.C. WainwrightTarget$20
Aug 28, 2025JP MorganDowngradeOverweightNeutral

Earnings

EPS

Estimate$0.04
Reported$0.11+140.3%

Revenue

Estimate$479.6M
Reported$477.0M−0.5%

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 19, 2026Q2 FY26$0.04$0.11+140.3%$479.6M$477.0M−0.5%+2.02%
Feb 19, 2026Q4 FY25$0.03−$0.01−135.4%$418.5M$413.4M−1.2%+14.61%
Aug 20, 2025Q2 FY25$0.13−$0.01−105.1%$322.9M$388.6M+20.4%+10.21%
Feb 20, 2025Q4 FY24$0.09$0.07−25.2%$135.1M$367.8M+172.3%+12.00%
View details

Financial highlights

12 quartersQ4 FY23Q2 FY24Q4 FY24Q2 FY25Q4 FY25Q2 FY26
Revenue$201.8M$135.4M$425.7M$424.9M$444.5M$495.3M
Gross profit$160.5M$88.8M$276.4M$206.6M$234.6M$255.5M
Operating income−$11.2M$9.9M$49.0M$11.3M$7.0M−$14.3M
Net income$14.0M$8.4M$27.4M−$2.5M−$5.2M$39.8M
Diluted EPS$0.04$0.02$0.08−$0.01−$0.02$0.11
Gross margin79.5%65.6%64.9%48.6%52.8%51.6%
Operating margin-5.5%7.3%11.5%2.7%1.6%-2.9%

Revenue by geography · FY25

United States$562.3M · 99%
China$7.0M · 1%

Balance sheet, Jun 30, 2026Cash & short-term investments $260.5M · Total debt $599.7M · Total assets $1.41B · Shareholders' equity $504.3M

Dividends

No dividends on record.

Ownership

Institutions 0.76%2.57M sharesInsiders 7.57%25.64M sharesOther 91.67%310.57M shares

Shares outstanding 338.78M · Float 272.81M · 80.5% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Kluge Andreas22.68M6.78%13GFeb 14, 2025
Christian Behrenbruch · director, officer: MD & Group CEO21.00M6.20%Form 4May 6, 2026
Mark Alexander Nelson · director3.63M1.07%Form 4Apr 1, 2026
Jann Elizabeth Skinner · director595.0K0.18%Form 4Mar 18, 2026
FMR LLC564.8K0.17%13FMay 15, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Apr 28, 2026Christian Behrenbruchdirector, officer: MD & Group CEO+34,500$14.48
Apr 29, 2026Christian Behrenbruchdirector, officer: MD & Group CEO+33,435$14.87
View details

Peers

CompareAfter-hours close

CompanyPriceChange
Telix Pharmaceuticals$11.29+0.18%$3.82B113.34.0+22.8%
Lantheus$100.51−0.24%$6.56B24.318.34.2+2.7%
Novartis (ADR)$153.810.00%$292.35B23.216.45.3+0.9%
AstraZeneca (ADR)$161.79−0.55%$252.33B24.415.24.1+6.4%
Median24.316.44.2+2.7%