Telix Pharmaceuticals (TLX)
Commercializes prostate-cancer imaging agents while developing radiopharmaceutical diagnostics and treatments.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 21, 2026 | RBC Capital | Upgrade | ||
| Jul 16, 2026 | RBC Capital | Downgrade | Target: $17 | Target: $18 |
| Dec 14, 2025 | RBC Capital | Target | Target: — | Target: $17 |
| Sep 23, 2025 | UBS | Reiterate | Rating: —Target: — | Target: $20 |
| Aug 28, 2025 | JP Morgan | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $258.5M · Total debt $594.9M · Total assets $1.40B · Shareholders' equity $500.4M
- Revenue
- $491.4M
- Operating income
- −$14.2M
- Net income
- $39.5M
Reported in AUD, converted at the latest exchange rate
No dividends on record.
| Institutions | 0.94% | 3.18M ADS | |
|---|---|---|---|
| 62 holders · as of Jun 30, 2026 | |||
| Insiders | 14.97% | 50.71M ADS | |
| 8 holders · as of Sep 14, 2026 | |||
| Other | 84.09% | 284.88M ADS | |
| remainder | |||
338.78M ADS as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Christian Behrenbruch1Insiderdirector, officer: MD & Group CEO | 6.91% | 23.33M ordinary | filed May 6, 2026 |
Kluge AndreasInsider | 6.69% | 22.68M | filed Feb 14, 2025 |
Mark Alexander NelsonInsiderdirector | 1.07% | 3.63M ordinary | filed Apr 1, 2026 |
Jann Elizabeth SkinnerInsiderdirector | 0.18% | 595,000 ordinary | filed Mar 18, 2026 |
FMR LLCInstitution | 0.17% | 561,206 ADS | as of Jun 30, 2026 |
- Christian Behrenbruch's transaction reports restate only vehicles that traded; the 2025 ownership statement (23.33M) plus the 67.9K net shares acquired since is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 7, 2026 | Darren Charlton Smith | officer: Group Chief Financial Officer | +2,071 | $9.66 |
| Apr 28, 2026 | Christian Behrenbruch | director, officer: MD & Group CEO | +34,500 | $14.48 |
| Apr 29, 2026 | Christian Behrenbruch | director, officer: MD & Group CEO | +33,435 | $14.87 |
- Lantheus
Commercial PSMA-PET imaging via PYLARIFY
- Novartis (ADR)
PSMA imaging and radioligand therapy in prostate cancer
- AstraZeneca (ADR)
Phase II actinium-225 PSMA radioconjugate
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Telix Pharmaceuticals | $11.95 | +5.61% | $3.83B | 114.7 | — | 4.1 | +22.2% |
| Lantheus | $100.36 | +0.07% | $6.53B | 24.2 | 17.9 | 4.2 | +2.7% |
| Novartis (ADR) | $141.19 | +0.15% | $267.96B | 21.3 | 15.0 | 4.8 | +0.9% |
| AstraZeneca (ADR) | $168.42 | +0.19% | $260.70B | 25.2 | 15.8 | 4.2 | +6.4% |
| Median | 24.2 | 15.8 | 4.2 | +2.7% |