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Telix Pharmaceuticals Limited Stock Price

ASX:TLX Community·AU$3.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 216 Fair Values set on narratives written by author

TLX Share Price Performance

AU$10.92
-15.97 (-59.39%)
AU$25.14
Fair Value
AU$10.92
-15.97 (-59.39%)
56.6% undervalued intrinsic discount
AU$25.14
Fair Value
Price AU$10.92
AnalystConsensusTarget AU$25.14
AnalystHighTarget AU$35.00
AnalystLowTarget AU$17.00

TLX Community Narratives

AnalystConsensusTarget·
Fair Value AU$25.14 56.6% undervalued intrinsic discount

Radiopharmaceutical Platform Expansion And Pipeline Progress Will Transform Long Term Earnings Profile

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5users have followed this narrative
AnalystHighTarget·
Fair Value AU$35 68.8% undervalued intrinsic discount

Radiopharmaceutical Platform Expansion Will Drive Long Term Oncology Leadership

1users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
AnalystLowTarget·
Fair Value AU$17 35.8% undervalued intrinsic discount

Radiopharmaceutical Competition And Manufacturing Risks Will Challenge Margins Yet Long-Term Theranostics Demand Should Endure

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AU$25.14
56.6% undervalued intrinsic discount
Revenue
22.74% p.a.
Profit Margin
9.07%
Future PE
77.01x
Price in 2029
AU$37.69
AU$17
35.8% undervalued intrinsic discount
Revenue
20.69% p.a.
Profit Margin
16.13%
Future PE
30.61x
Price in 2028
AU$20.79
AU$35
68.8% undervalued intrinsic discount
Revenue
30% p.a.
Profit Margin
20.24%
Future PE
39.78x
Price in 2028
AU$42.78

Trending Discussion

Updated Narratives

TLX logo

Radiopharmaceutical Platform Expansion And Pipeline Progress Will Transform Long Term Earnings Profile

Fair Value: AU$25.14 56.6% undervalued intrinsic discount
5 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
TLX logo

Radiopharmaceutical Competition And Manufacturing Risks Will Challenge Margins Yet Long-Term Theranostics Demand Should Endure

Fair Value: AU$17 35.8% undervalued intrinsic discount
2 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
TLX logo

Radiopharmaceutical Platform Expansion Will Drive Long Term Oncology Leadership

Fair Value: AU$35 68.8% undervalued intrinsic discount
8 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with reasonable growth potential.

3 Risks
3 Rewards

Telix Pharmaceuticals Limited Key Details

US$664.2m

Revenue

US$306.0m

Cost of Revenue

US$358.3m

Gross Profit

US$347.4m

Other Expenses

US$10.8m

Earnings

Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
n/a
0.032
53.94%
1.63%
91.0%
View Full Analysis

About TLX

Founded
2015
Employees
423
CEO
Christian Behrenbruch
WebsiteView website
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.

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