TLX
data caveat$4.9BCF+
Telix Pharmaceuticals
Biotech · Oncology
Radiopharmaceutical leader with approved imaging and therapeutic products
Data HealthFiling4C overdue · Dec 202580dTrials14 of 17 active · stale enrollment
Cash data from Dec 2025 4CFigures from ASX filings · not financial advice
[ VITALS ]
Cash on Hand
$335.0M
Dec 2025 4C
Runway
CF+Cash Flow Positive
Based on Dec 2025 4C
Market Cap
$4.9B
Burn Rate
—
Dec 2025 4C
Shares Outstanding
339M
Pipeline Assets
3
Latest Insight(1)
17 Apr 2026substantial_holderBecoming a substantial holder from CGF
New holder·Challenger Limited (and its entities listed in Annexure 2)·5.24%
3M Price
TLX.ASX$14.320+31.1% 3M
Low $8.630High $15.770
Pipeline Assets (3)
TLX591 (177Lu-PSMA)Prostate cancer therapy
Phase 3TLX250-CDxRenal cancer imaging
Phase 3Illuccix (68Ga-PSMA-11)Prostate cancer imaging
ApprovedDiscovery
Preclinical
Ph 1
Ph 1/2
Ph 2
Ph 2/3
Ph 3
Capital Raises & Buybacks
show_chart
No capital raise or buyback data
Director Transactions
1 transactionLast 90dNo Activity
Buys0
Sells0
PERFORMANCE RIGHTSChristian Behrenbruchopen_in_new
02026-03-16
15d before · Illuccix revenue milestone
Substantial Holders (5%+ threshold)
11 noticesINITIALChallenger Limited (and its entities listed in Annexure 2)
5.24%2026-04-17
arrow_drop_upJPMorgan Chase & Co. and its affiliates
11.50%2026-04-14
CEASED
Director Options & Rights
Director
Outstanding
Ex. Price
Expiry
No option data entered yet
Short Interest
ASIC ↗as of 2026-03-27 · 4-day lag
Short position
14.33%
arrow_drop_up+1.57% over 30 reports
Shares short
48.6M
Aggregated short position data published by ASIC under the Corporations Act. T+4 reporting lag applies. Short interest ≥5% is noteworthy; ≥10% is elevated. Source: ASIC Short Selling Data
Competitive Landscape
481 competitor trialsPhase 2+ · Non-ASX
Prostate Cancer Therapy413 active trials
12 Ph493 Ph313 Ph2/3236 Ph259 Ph1/PHASE2
Renal Cancer Imaging8 active trials
1 Ph35 Ph22 Ph1/PHASE2
Prostate Cancer Imaging60 active trials
1 Ph415 Ph33 Ph2/334 Ph27 Ph1/PHASE2
Competitor trials from ClinicalTrials.gov (Phase 2+ historical, Phase 3+ refreshed weekly, active/recruiting, non-ASX sponsors). Approved drugs from OpenFDA (NDA/BLA only). Updated weekly via fetch_competitors.py.
expand_moreClinical Publications
Peer-reviewed papers & conference abstracts via PubMed
15 papers
Clinical Publications
Peer-reviewed papers & conference abstracts via PubMed
Indian J Nucl Med· 68Ga-PSMA-11
Int Urol Nephrol2026-04· 177Lu-PSMA
Ann Nucl Med2026-04· 68Ga-PSMA-11
Catalysts (19)· 15 upcoming · 4 past
PHASE1 data readout — 131I-TLX-101 for Treatment of Newly Diagnosed Glioblastoma (IPAX-2)open_in_new
UpcomingSpeculativeremoveMed1 June 2026
SpeculativeremoveMed1 June 2026
Delivery Consistency Index
Historical delivery and spending consistency — data is limited for recently added companies.
Delivery Consistency Index
Delivery
–Insufficient data
1/3 data points needed
Timeline adherence · phase-adjusted tolerance · recency-weighted · min 3 catalysts
Capital discipline
High98/100
Burn rate stability · stage-adjusted thresholds · runway trend · R&D focus
Hit 1 of 1 guided dates· rolling 2yr(limited sample)· of 19 tracked
What drove these scores · rolling 2yr
arrow_drop_up
Cash-flow positive — 7/7 quarters with positive operating cash flow
arrow_drop_up
Revenue growing — Customer receipts trending up
arrow_drop_up
Cash position improving — Cash balance growing
Completed catalysts
✓Illuccix revenue milestone— Q4 2025 receipts $118M (~$472M annualised run rate). Q1 2026 quarterly update confirms continued strong revenue growth toward $500M+ target.
On time
Outcome quality (positive/negative readouts) reflects the science, not execution — shown above but excluded from the score.
These metrics reflect historical operational data only. They are not predictive of future performance, do not constitute investment advice, and should not be used as the basis for any investment decision.
⚠ TIMELINE CHANGESCT.GOV · AUTO-DETECTED
These changes were automatically detected by comparing ClinicalTrials.gov records over time. A slipped date means the trial's expected completion moved later; pulled forward means it moved earlier.
Clinical Trials(27)
17 activeClinicalTrials.gov ↗
Ph1RecruitingEnrollment stale · 538d
89Zr-DFOsq-olaratumab (89Zr-TLX300-CDx)
89Zr-olaratumab Dosimetry in Participants With Soft Tissue Sarcoma
Soft Tissue Sarcoma
18 Years+
Primary endpoint Evaluate clinical safety and tolerability of 89Zr-TLX300-CDx
Ph1RecruitingEnrollment stale · 776d
68-Ga PSMA11
PSMA PET Response Guided SabR in High Risk Pca
Prostate Adenocarcinoma
18 Years – 99 Years
Primary endpoint Evaluation of Target Intra-Prostatic Lesion(s)
Ph1RecruitingEnrollment stale · 1117d
131I-IPA
131I-TLX-101 for Treatment of Newly Diagnosed Glioblastoma (IPAX-2)
Neoplastic Disease · Glioblastoma · Glioblastoma Multiforme
18 Years+
Primary endpoint Incidence rate and the grade (severity) of DLTs
Announcements(20)
article
substantial_holderauto_awesome
Becoming a substantial holder from CGF17 Apr 2026
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