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Telix Pharmaceuticals Limited Stock Price

ASX:TLX Community·AU$5.5b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 244 Fair Values set on narratives written by author

TLX Share Price Performance

AU$16.27
-7.18 (-30.62%)
AU$18.00
Fair Value
AU$16.27
-7.18 (-30.62%)
9.6% undervalued intrinsic discount
AU$18.00
Fair Value
Price AU$16.27
Vallix AU$18.00
AnalystConsensusTarget AU$23.36
AnalystHighTarget AU$35.00

TLX Community Narratives

Fair Value
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Fair Value AU$18 9.6% undervalued intrinsic discount

TLX... a Market's Overreaction or a Falling Knife?

7users have liked this narrative
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11users have followed this narrative
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Fair Value AU$23.36 30.4% undervalued intrinsic discount

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

1users have liked this narrative
0users have commented on this narrative
15users have followed this narrative
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Fair Value AU$35 53.5% undervalued intrinsic discount

Radiopharmaceutical Platform Expansion Will Drive Long Term Oncology Leadership

2users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
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Telix Pharmaceuticals

TLX... a Market's Overreaction or a Falling Knife?

So just for context to any investors happening upon this narrative... What does Telix actually do?Read more

View narrative
AU$18
9.6% undervalued intrinsic discount
Fair Value
Profit Margin
13%
Future PE
27.9x
Price in 2029
AU$22.19
AU$35
53.5% 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

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TLX... a Market's Overreaction or a Falling Knife?

Fair Value: AU$18 9.6% undervalued intrinsic discount
11 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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TLX: Future Clinical Decisions And Deal Flow Will Balance Execution Risks

Fair Value: AU$18 9.6% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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TLX: Upcoming FDA Decisions Are Expected To Drive Future Upside

Fair Value: AU$23.36 30.4% undervalued intrinsic discount
15 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with reasonable growth potential.

0 Risks
3 Rewards

Telix Pharmaceuticals Limited Key Details

US$803.8m

Revenue

US$421.9m

Cost of Revenue

US$381.8m

Gross Profit

US$389.0m

Other Expenses

-US$7.1m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
-0.021
47.51%
-0.89%
97.5%
View Full Analysis

About TLX

Founded
2015
Employees
1152
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 BiPASS, which is in Phase 3 clinical trial for prostate cancer diagnosis; AlFluor, a novel PET radiochemistry solution; TLX250-Px, a PET diagnostic imaging agent; and TLX101-Px, a radiolabeled amino acid PET agent. It operates in Australia, Belgium, Canada, the United Kingdom, the United States, and internationally. The company has strategic collaboration with University Hospital Essen. The company was founded in 2015 and is headquartered in North Melbourne, Australia.

Recent TLX News & Updates

Narrative Update Jul 10

TLX: Future Clinical Decisions And Deal Flow Will Balance Execution Risks

Analysts have nudged their fair value estimate for Telix Pharmaceuticals higher from A$17.00 to A$18.00, citing updated assumptions around revenue growth, profit margins, and long term P/E expectations in light of recent research that includes a slightly revised Citi target and fresh Overweight coverage from JPMorgan. Analyst Commentary on Telix Pharmaceuticals Recent research on Telix Pharmaceuticals presents a mixed picture, with some investors focused on potential clinical and regulatory catalysts and others weighing execution risks, timing of guidance changes, and how much future growth is already reflected in current valuations.

Recent updates

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