Telix Pharmaceuticals Limited (TLPPF)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Telix Pharmaceuticals Limited (TLPPF) trades at $11.45 with AI Score 66/100 (Grade B+). Telix Pharmaceuticals Limited is a biotechnology company specializing in molecularly targeted radiation (MTR) products for cancer and rare diseases. Market cap: $3.88B, Sector: Healthcare.
Price live · AI analysis from Jun 14, 2026Analyst Coverage for TLPPF: TLPPF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates TLPPF against Healthcare peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
TLPPF: 3/5 perspectives are bearish. Dominant signal: Seth Klarman bearish.
How is this calculated? →Telix Pharmaceuticals Limited (TLPPF) Healthcare & Pipeline Overview
Telix Pharmaceuticals Limited is a leading biotechnology firm focused on developing innovative molecularly targeted radiation (MTR) products for the diagnosis and treatment of cancer and rare diseases, leveraging advanced technologies to address unmet medical needs.
What Is the Investment Thesis for TLPPF?
Telix Pharmaceuticals Limited presents a compelling investment thesis driven by its robust pipeline of molecularly targeted radiation (MTR) products addressing significant unmet medical needs in oncology. The company’s lead product, TLX591-CDx, is in advanced clinical trials for metastatic castrate-resistant prostate cancer, with potential market entry anticipated in the near term. Additionally, TLX250 and TLX250-CDx targeting renal cancer are progressing through clinical phases, which could further enhance revenue streams. With a market capitalization of $3.88B and a gross margin of 50.8%, Telix is well-positioned to capitalize on the growing demand for innovative cancer therapies. The strategic partnerships, particularly with China Grand Pharmaceutical, are expected to bolster its market presence and expedite product development timelines. However, investors should remain aware of the inherent risks associated with clinical trials and regulatory approvals, which could impact timelines and financial performance.
Based on FMP financials and quantitative analysis
TLPPF Key Highlights
- Market capitalization of $3.88B, indicating strong investor interest and confidence.
- Gross margin of 50.8%, reflecting efficient cost management and potential for profitability.
- Ongoing clinical trials for multiple products, with TLX591-CDx and TLX250-CDx in advanced stages.
- A workforce of 415 employees, showcasing the company's commitment to research and development.
- No dividend yield, indicating a focus on reinvestment into product development and growth.
Who Are TLPPF's Competitors?
TLPPF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BMY Bristol-Myers Squibb Company | $56.73 | -2.40% | $115.86B | 88 |
| EXEL Exelixis, Inc. | $55.36 | -0.88% | $13.91B | 99 |
| SNDX Syndax Pharmaceuticals, Inc. | $22.11 | +1.33% | $1.96B | 79 |
| ANAB AnaptysBio, Inc. | $63.69 | +0.43% | $2.75B | 79 |
| ABVX Abivax S.A. | $145.38 | +0.51% | $9.53B | 76 |
| CGEN Compugen Ltd. | $2.37 | +3.73% | $223.62M | 76 |
| GLUE Monte Rosa Therapeutics, Inc. | $23.06 | -4.75% | $1.50B | 68 |
| IVBXF Innovent Biologics, Inc. | $11.39 | +3.02% | $19.76B | 68 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TLPPF's Key Strengths?
- Innovative product pipeline targeting significant unmet medical needs.
- Strong gross margins indicating efficient operations.
- Strategic partnerships enhancing product development and market reach.
What Are TLPPF's Weaknesses?
- Negative profit margin indicating current operational losses.
- Dependence on successful clinical trial outcomes for product approvals.
- Limited revenue streams due to the early stage of product commercialization.
What Could Drive TLPPF Stock Higher?
- Regulatory decisions for TLX591-CDx and TLX250-CDx expected in 2027.
- Phase III clinical trials for TLX591 and TLX250-CDx currently underway.
- Strategic partnerships enhancing product development and market access.
What Are the Key Risks for TLPPF?
- Negative return on equity (-1.7%) — the business is not currently generating profit on shareholder capital.
- Weak fundamentals — a Piotroski F-Score of 3/9 flags soft profitability, leverage or efficiency.
- Regulatory hurdles could delay product approvals and market entry.
- Dependence on successful clinical trial outcomes for future growth.
- Intense competition in the biotechnology sector may impact market share.
What Are the Growth Opportunities for TLPPF?
- Expansion into Asian Markets: Telix Pharmaceuticals is poised to leverage its strategic partnership with China Grand Pharmaceutical to penetrate the Asian market, which is expected to grow significantly due to rising cancer incidence rates. The Asian oncology therapeutics market is projected to reach $50 billion by 2027, presenting substantial revenue opportunities for Telix's innovative products.
- Advancements in Clinical Trials: The ongoing clinical trials for TLX591-CDx and TLX250-CDx are critical growth drivers. Successful outcomes could lead to regulatory approvals and market entry by 2027, potentially generating significant revenue streams from these high-demand cancer therapies, given the increasing prevalence of prostate and renal cancers.
- Development of New Products: Telix's pipeline includes several promising candidates such as TLX101 for glioblastoma and TLX592 for prostate cancer therapy. The global market for glioblastoma treatments is expected to reach $5 billion by 2025, providing a lucrative opportunity for Telix to expand its product offerings and capture market share.
- Strategic Collaborations: Telix's collaborations with companies like Mauna Kea Technologies and Lightpoint Medical enhance its research capabilities and accelerate product development. These partnerships can lead to innovative solutions in cancer diagnostics and treatment, positioning Telix as a leader in the biotechnology sector.
- Increased Focus on Personalized Medicine: The shift towards personalized medicine in cancer treatment aligns with Telix's focus on molecularly targeted therapies. As healthcare systems increasingly adopt personalized approaches, Telix's products are well-positioned to meet the demand for tailored treatment options, potentially driving growth and market penetration.
What Opportunities Does TLPPF Have?
- Expansion into high-growth Asian markets through strategic partnerships.
- Advancements in personalized medicine aligning with product offerings.
- Potential for new product development addressing additional therapeutic areas.
What Threats Does TLPPF Face?
- Intense competition in the biotechnology sector from established firms.
- Regulatory challenges associated with drug approvals and market entry.
- Market volatility affecting funding and investment in biotechnology.
What Are TLPPF's Competitive Advantages?
- Strong intellectual property portfolio protecting proprietary technologies.
- Established clinical trial pipeline with multiple products in advanced stages.
- Strategic partnerships enhancing research capabilities and market access.
- Focus on molecularly targeted therapies differentiating Telix from competitors.
- Experienced management team with a proven track record in biotechnology.
What Does TLPPF Do?
Founded in 2015 and headquartered in North Melbourne, Australia, Telix Pharmaceuticals Limited is a pioneering radiopharmaceutical company dedicated to developing molecularly targeted radiation (MTR) products aimed at treating cancer and rare diseases. The company has established a strong presence in several international markets, including Australia, Belgium, Japan, Switzerland, and the United States. Telix's innovative approach focuses on creating both diagnostic and therapeutic products utilizing MTR technology. Its lead products include TLX591-CDx, designed for the diagnosis and treatment of metastatic castrate-resistant prostate cancer, and TLX66-CDx, which targets bone marrow conditioning and rare diseases. The company is also advancing TLX250 and TLX250-CDx, currently in Phase II and Phase III clinical trials respectively, for renal cancer treatment. Other notable products in development include TLX101 and TLX101-CDx for glioblastoma and TLX66 for rare diseases. Telix has formed strategic partnerships, such as a licensing agreement with China Grand Pharmaceutical and Healthcare Holdings Limited, enhancing its product portfolio and market reach. The company’s commitment to innovation and collaboration positions it favorably within the competitive landscape of biotechnology.
What Products and Services Does TLPPF Offer?
- Develops molecularly targeted radiation (MTR) products for cancer and rare diseases.
- Focuses on both diagnostic and therapeutic applications of MTR technology.
- Conducts clinical trials to advance product candidates through regulatory approval processes.
- Engages in strategic partnerships to enhance product development and market reach.
- Operates in multiple international markets, including Australia, Europe, and the United States.
- Targets significant unmet medical needs in oncology with innovative therapeutic solutions.
How Does TLPPF Make Money?
- Revenue generated through the commercialization of radiopharmaceutical products.
- Partnerships and collaborations with other healthcare companies for product development.
- Potential licensing agreements for proprietary technologies and products.
- Funding from clinical trials and research grants to support product development.
- Focus on high-growth therapeutic areas to maximize market opportunities.
What Industry Does TLPPF Operate In?
The biotechnology industry is experiencing significant growth, driven by advancements in medical technology and an increasing demand for innovative therapies. The global cancer therapeutics market is projected to reach $200 billion by 2026, with a compound annual growth rate (CAGR) of 7.5%. Telix Pharmaceuticals Limited is strategically positioned within this expanding market, focusing on molecularly targeted radiation (MTR) products that address critical areas of unmet need in oncology. The competitive landscape includes various players in the radiopharmaceutical space, but Telix's specialized focus on MTR sets it apart, allowing for differentiation in product offerings and therapeutic approaches.
Who Are TLPPF's Key Customers?
- Healthcare providers and hospitals seeking advanced cancer treatment options.
- Oncology specialists interested in innovative diagnostic tools.
- Research institutions conducting studies on cancer therapies.
- Pharmaceutical companies looking for strategic partnerships in biotechnology.
- Patients with cancer and rare diseases seeking targeted treatment solutions.
Company Profile
Telix Pharmaceuticals Limited operates in the Biotechnology industry within the Healthcare sector. It is headquartered in North Melbourne, AU. The company is led by CEO Christian Behrenbruch. TLPPF has traded publicly since 2019.
How Telix Pharmaceuticals Limited Is Valued
Telix Pharmaceuticals Limited carries a market capitalization of $3.88B, placing it in the mid-cap category. Relative to its peer group, TLPPF's quantitative score of 66/100 is below the peer average of 84/100.
ROE -2%Key Financial Metrics
Return on equity for Telix Pharmaceuticals Limited stands at -1.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -0.6%, showing how much profit it generates from its asset base. Its free cash flow yield is -1.4%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.43 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -0.2%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 3/9Financial Health
Telix Pharmaceuticals Limited's Piotroski F-Score is 3/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of 3.85 places it in the safe zone, indicating low near-term bankruptcy risk.
FY2026 estForward Outlook
Wall Street analysts project Telix Pharmaceuticals Limited revenue of about $1.40B for fiscal 2026, with EPS near $0.04. The estimate reflects 16 contributing analysts.
TLPPF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Innovative product pipeline targeting significant unmet medical needs.
- Strong gross margins indicating efficient operations.
- Strategic partnerships enhancing product development and market reach.
- Upcoming: Regulatory decisions for TLX591-CDx and TLX250-CDx expected in 2027.
Bear Case
- Negative profit margin indicating current operational losses.
- Dependence on successful clinical trial outcomes for product approvals.
- Limited revenue streams due to the early stage of product commercialization.
- Potential: Regulatory hurdles could delay product approvals and market entry.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
TLPPF Latest News
No recent news available for TLPPF.
TLPPF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for TLPPF.
Price Targets
Wall Street price target analysis for TLPPF.
TLPPF MoonshotScore
What does this score mean?
The MoonshotScore rates TLPPF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Christian Behrenbruch
CEO
Christian Behrenbruch is an experienced leader in the biotechnology sector, with a strong background in radiopharmaceuticals and drug development. He holds a PhD in medical science and has held various senior roles in prominent biotech firms prior to joining Telix Pharmaceuticals. His expertise spans clinical development, regulatory affairs, and strategic business operations.
Track Record: Under Christian's leadership, Telix has successfully advanced multiple products through clinical trials, secured strategic partnerships, and significantly increased the company's market presence. His vision has been instrumental in positioning Telix as a leader in the radiopharmaceutical space.
TLPPF OTC Market Information
The OTC Other tier includes companies that trade on the over-the-counter market but do not meet the stringent requirements of major exchanges like NYSE or NASDAQ. This tier allows for greater flexibility in trading, albeit with less visibility and potentially lower liquidity compared to listed companies.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Lower liquidity compared to stocks listed on major exchanges, which may affect trading.
- Potential for higher volatility in stock prices due to lower trading volumes.
- Regulatory uncertainties surrounding clinical trials and product approvals.
- Review recent clinical trial results and their implications for product approval.
- Analyze financial statements for revenue trends and operational costs.
- Investigate the company's partnerships and collaborations for strategic insights.
- Assess the competitive landscape and Telix's positioning within it.
- Confirm the company's disclosure status and availability of financial reports.
- Partnerships with established pharmaceutical companies indicating credibility.
- Presence of experienced leadership with a strong track record in biotechnology.
- Active engagement in clinical trials demonstrating commitment to product development.
TLPPF Healthcare Stock FAQ
What does Telix Pharmaceuticals Limited do?
Telix Pharmaceuticals Limited is a biotechnology company focused on developing molecularly targeted radiation (MTR) products for the diagnosis and treatment of cancer and rare diseases. The company operates in international markets, including Australia, Belgium, Japan, Switzerland, and the United States, and has a robust pipeline of innovative products aimed at addressing significant unmet medical needs.
What is Telix Pharmaceuticals Limited's drug pipeline status?
Telix Pharmaceuticals Limited has a diverse drug pipeline with several products in various stages of clinical development. Key products include TLX591-CDx and TLX250-CDx, which are in advanced Phase III trials for prostate and renal cancers, respectively. Additionally, TLX101 and TLX66 are in earlier stages of development, indicating a strong focus on expanding its therapeutic offerings.
What are the main risks for TLPPF?
Telix Pharmaceuticals Limited faces several risks, including potential delays in regulatory approvals for its products, which could impact market entry timelines. The company's reliance on successful clinical trial outcomes is critical, as failures could hinder growth prospects. Moreover, the competitive landscape in the biotechnology sector poses ongoing threats to market share and pricing strategies.
What are the key factors to evaluate for TLPPF?
Telix Pharmaceuticals Limited (TLPPF) holds an AI score of 66/100 (moderate). Not financial advice.
How frequently does TLPPF data refresh on this page?
TLPPF prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven TLPPF's recent stock price performance?
Telix Pharmaceuticals Limited (TLPPF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Innovative product pipeline targeting significant unmet medical needs. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider TLPPF overvalued or undervalued right now?
Valuing Telix Pharmaceuticals Limited (TLPPF) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying TLPPF?
Before investing in Telix Pharmaceuticals Limited (TLPPF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The financial data and clinical trial statuses are subject to change based on ongoing developments.