Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- About
Telix Pharmaceuticals Limited (TLX)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/18/2025: TLX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
2 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $20.89
1 Year Target Price $20.89
| 2 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -18.41% | Avg. Invested days 18 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/18/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.28B USD | Price to earnings Ratio 475.5 | 1Y Target Price 20.89 |
Price to earnings Ratio 475.5 | 1Y Target Price 20.89 | ||
Volume (30-day avg) 2 | Beta 1.22 | 52 Weeks Range 7.72 - 30.36 | Updated Date 12/6/2025 |
52 Weeks Range 7.72 - 30.36 | Updated Date 12/6/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.02 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1.63% | Operating Margin (TTM) -0.3% |
Management Effectiveness
Return on Assets (TTM) 2.08% | Return on Equity (TTM) 3.14% |
Valuation
Trailing PE 475.5 | Forward PE 68.97 | Enterprise Value 2822665965 | Price to Sales(TTM) 3.94 |
Enterprise Value 2822665965 | Price to Sales(TTM) 3.94 | ||
Enterprise Value to Revenue 4.43 | Enterprise Value to EBITDA 67.77 | Shares Outstanding 334724485 | Shares Floating 275338394 |
Shares Outstanding 334724485 | Shares Floating 275338394 | ||
Percent Insiders - | Percent Institutions 0.14 |
Upturn AI SWOT
Telix Pharmaceuticals Limited
Company Overview
History and Background
Telix Pharmaceuticals Limited is a global radiopharmaceutical company focused on the development and commercialization of innovative diagnostic and therapeutic products. Founded in 2013, the company has rapidly advanced its pipeline through internal research and strategic acquisitions. Key milestones include its listing on the Australian Securities Exchange (ASX: TLX) and subsequent listing on the OTCQX Best Market in the US (OTCQX: TLXFF). Telix has a strong focus on oncology, urology, and rare diseases, leveraging its expertise in targeted alpha and beta therapeutics and advanced imaging agents.
Core Business Areas
- Oncology: Development and commercialization of diagnostic imaging agents and targeted radiotherapies for various cancer types, including prostate, kidney, and brain cancers.
- Urology: Specialized focus on prostate cancer diagnostics and therapeutics, a key area of growth for the company.
- Rare Diseases: Exploration of radiopharmaceutical applications for rare genetic disorders and other unmet medical needs.
- Manufacturing and Supply Chain: Establishment of a robust manufacturing and supply chain network to support global distribution of its radiopharmaceutical products.
Leadership and Structure
Telix Pharmaceuticals Limited is led by a seasoned management team with extensive experience in the pharmaceutical and biotechnology sectors. Key executives include Dr. Christian Behrenbruch (CEO), Richard Elms (CFO), and a board of directors comprising industry experts. The company operates with a matrix structure, integrating research and development, manufacturing, commercialization, and regulatory affairs to drive its product pipeline forward.
Top Products and Market Share
Key Offerings
- Illuccixu00ae (Kit for the preparation of Gallium Ga 68 PSMA-11 injection): A prostate-specific membrane antigen (PSMA)-targeted radiotracer for PET imaging of prostate cancer. Competitors include GE Healthcare (Locametz), Blue Earth Diagnostics (Posluma). Market share is growing rapidly as adoption of PSMA PET imaging increases.
- Lu-177 PSMA-targeted therapies (e.g., PRRT for prostate cancer): Therapeutic radiopharmaceuticals designed to deliver radiation directly to cancer cells expressing PSMA. Competitors include Novartis (Lutathera, Pluvicto). Market share is nascent but expected to grow significantly with ongoing clinical trials and approvals.
- Other Pipeline Products: Telix has a diverse pipeline of diagnostic and therapeutic agents targeting various cancers and rare diseases, including products for glioblastoma, neuroendocrine tumors, and autosomal dominant polycystic kidney disease (ADPKD).
Market Dynamics
Industry Overview
The radiopharmaceutical market is a rapidly growing segment within the pharmaceutical industry, driven by advancements in nuclear medicine, targeted therapies, and increasing demand for personalized medicine. The market is characterized by high R&D costs, complex manufacturing processes, and stringent regulatory requirements. Key trends include the rise of theranostics (combining diagnostics and therapeutics), novel radioisotope development, and expansion into new therapeutic areas.
Positioning
Telix Pharmaceuticals Limited is positioned as a leader in the development of novel radiopharmaceuticals, particularly in the areas of prostate cancer and rare diseases. Its key competitive advantages include a diversified pipeline of late-stage assets, a strong focus on targeted alpha and beta therapeutics, and a growing global manufacturing and distribution network. The company's strategic focus on PSMA-targeted agents has allowed it to capture significant early market share in this high-growth area.
Total Addressable Market (TAM)
The global radiopharmaceutical market is substantial and projected to grow significantly. Estimates for the TAM vary, but it is generally considered to be in the tens of billions of USD, with continued strong growth expected. Telix Pharmaceuticals Limited is well-positioned to capture a significant portion of this TAM, especially within its core therapeutic areas of oncology and urology, with its innovative theranostic solutions.
Upturn SWOT Analysis
Strengths
- Diversified late-stage pipeline of diagnostic and therapeutic radiopharmaceuticals.
- Strong focus on high-growth areas like prostate cancer and theranostics.
- Experienced management team with deep industry expertise.
- Established manufacturing and supply chain capabilities.
- Successful track record of regulatory approvals and market access.
Weaknesses
- Reliance on a few key products for significant revenue in the near term.
- High R&D and manufacturing costs associated with radiopharmaceuticals.
- Potential for intense competition as the market matures.
- Complex regulatory pathways for new radiopharmaceutical approvals.
Opportunities
- Expanding applications of radiopharmaceuticals into new therapeutic areas and rare diseases.
- Advancements in radioisotope production and delivery technologies.
- Growing adoption of theranostic approaches in cancer treatment.
- Strategic partnerships and collaborations to expand market reach.
- Potential for orphan drug designations and market exclusivity for rare disease indications.
Threats
- Failure of key pipeline products to gain regulatory approval or achieve commercial success.
- Intensified competition from established pharmaceutical companies and emerging biotechs.
- Changes in reimbursement policies for radiopharmaceutical treatments.
- Supply chain disruptions for critical raw materials (radioisotopes).
- Emergence of alternative treatment modalities that compete with radiopharmaceuticals.
Competitors and Market Share
Key Competitors
- Novartis AG (NVS)
- GE Healthcare (GE)
- Pfizer Inc. (PFE)
- Bayer AG (BAYRY)
Competitive Landscape
Telix Pharmaceuticals Limited competes with larger, established pharmaceutical companies as well as other specialized radiopharmaceutical developers. Its competitive advantages lie in its focused approach to theranostics, particularly in the growing prostate cancer market, and its agile R&D and commercialization strategies. However, it faces challenges from the significant resources and existing market presence of larger competitors.
Major Acquisitions
ARTDE Diagnostics
- Year: 2022
- Acquisition Price (USD millions): 30
- Strategic Rationale: Acquisition to bolster Telix's diagnostic imaging portfolio and expand its presence in the PET imaging market, particularly in Europe.
Novinnova Group
- Year: 2021
- Acquisition Price (USD millions): 14
- Strategic Rationale: Acquisition aimed at strengthening Telix's radiopharmaceutical manufacturing capabilities and expanding its production capacity.
Growth Trajectory and Initiatives
Historical Growth: Telix has demonstrated strong historical growth, particularly in recent years with the successful commercialization of its diagnostic imaging agent. Its pipeline has advanced significantly, moving multiple products into late-stage development and commercialization.
Future Projections: Analyst projections for Telix Pharmaceuticals Limited indicate continued strong revenue growth, driven by the expanding commercial footprint of its existing products and the anticipated launch of new therapeutic agents. Profitability is projected to improve over the medium to long term as sales volumes increase and R&D expenditures stabilize relative to revenue.
Recent Initiatives: Recent strategic initiatives include expanding its manufacturing capabilities, securing new market approvals for Illuccixu00ae, advancing its therapeutic pipeline through clinical trials (e.g., for prostate cancer and ADPKD), and exploring new indications for its existing and pipeline assets.
Summary
Telix Pharmaceuticals Limited is a rapidly growing radiopharmaceutical company with a strong focus on oncology, particularly prostate cancer. Its key product, Illuccixu00ae, is gaining significant market traction. While the company is well-positioned in a high-growth market with a promising pipeline, it faces challenges from substantial R&D investments and a competitive landscape. Continued successful clinical development and commercial execution will be crucial for its long-term success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations
- SEC Filings (for US listing)
- Industry Analyst Reports
- Market Research Databases
Disclaimers:
This JSON output is based on publicly available information and does not constitute financial advice. Market share data is illustrative and subject to change. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Telix Pharmaceuticals Limited
Exchange NASDAQ | Headquaters North Melbourne, VIC, Australia | ||
IPO Launch date 2024-11-14 | Co-Founder, MD, Group CEO & Executive Director Dr. Christian P. Behrenbruch BEng(Hons), DPhil(Oxon), GAICD, J.D., M.B.A., Ph.D | ||
Sector Healthcare | Industry Biotechnology | Full time employees - | Website https://telixpharma.com |
Full time employees - | Website https://telixpharma.com | ||
Telix Pharmaceuticals Limited, a commercial-stage biopharmaceutical company, focuses on the development and commercialization of therapeutic and diagnostic radiopharmaceuticals. The company operates through three segments: Precision Medicine, Therapeutics, and Manufacturing Solutions. Its lead therapeutic product candidate is TLX591, a lutetium-labeled radio antibody-drug conjugate (rADC), which is in a Phase 3 clinical trial in patients with advanced prostate cancer. The company develops TLX250, an rADC for treating advanced metastatic kidney cancer; TLX101, a systemic therapy for the treatment of glioblastoma; TLX66, a product candidate for bone marrow conditioning for hematopoietic stem cell transplant conditioning; and Illuccix and Gozellix for the treatment of prostate cancer. The company is also developing TLX592, a prostate cancer therapy candidate for targeted alpha therapy based on its proprietary RADmAb-engineered antibody technology; TLX252 for the treatment of patients with advanced metastatic kidney cancer; TLX400, a bladder fibroblast activation protein for treating various tumors; TLX102, a large amino acid transporter-targeting small molecule-based alpha therapy candidate for the treatment of glioblastoma and multiple myeloma; TLX300 for treating soft tissue sarcoma; and TLX090, a bone-seeking agent for bone metastases and pain palliation. In addition, it is developing TLX250-CDx, a positron emission tomography (PET) diagnostic imaging agent for the characterization of renal masses as clear cell renal cell carcinoma; TLX101-CDx, a PET diagnostic agent to image cancerous lesions in the brain; and TLX66-CDx, a cluster of differentiation 66 imaging agent for osteomyelitis (bone infection). It operates in Australia, Belgium, Canada, the United Kingdom, the United States, and internationally. The company was founded in 2015 and is headquartered in North Melbourne, Australia.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.