TLX — Stock Film
STOCK FILMSCENE 1/11TLX · $11.29
Stock Expert AI presents
TLX
Telix Pharmaceuticals Limited
~4 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Telix Pharmaceuticals Limited. What it actually does.

Develop and commercialize therapeutic radiopharmaceuticals for cancer and rare diseases. Now — the numbers.

on the stock market since 2024
1,152 employees
$3.8B market value
WHERE DOES THE MONEY COME FROM?
88%Digital Product Sales
Digital Product SalesDigital Product Lease and Maintenance 12%
88% of all revenue comes from a single line: Digital Product Sales.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Revenue last year:
$864.6M
The loss that same year:
$7.7M
Sales don’t cover the costs; the gap drains from the cash pile every year.

The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.

THE SALES TREND
Sales are growing, year after year.

Average growth of 255% a year over the last 4 years. Red columns mark years that ended in a loss.

$5.4M
2021
2022
2023
2024
$864.6M
2025
In the vault right now:
$152.4M
DEBT: $501.9M
At this pace, that money lasts about 19.9 years.

At this burn rate the cash pile isn’t the pressing question — for now, time is on the company’s side.

Every quarter, analysts set a profit bar.
How many of the last 8 did the company clear?
3 / 8
EXPECTATIONS MET OR BEATEN
3
Feb 2023
Aug 2026
3 TIMES IN THE LAST 8 QUARTERS
It misses the bar more often than not.
THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 46% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/2
Sales keep climbing

Over the last 4 years, sales grew about 255% a year on average.

2
THE BRIGHT SIDE · 2/2
Sales are holding up

The company sells $864.6M a year; the problem isn’t sales — it’s costs running above that number.

1
THE RISKS · 1/3
Lost money last year

A loss of $7.7M against $864.6M in annual sales.

2
THE RISKS · 2/3
A thin financial cushion

The balance sheet offers little cushion against a rough stretch. Report-card grade: 15/100.

3
THE RISKS · 3/3
The price runs ahead of the earnings

Today’s price already includes part of tomorrow’s optimism. Report-card grade: 44/100.

FINALE · THE GRADE
C
41 / 100 · MoonshotScore

On our five-subject report card, TLX sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: TLX has solid sales but closed last year at a loss. The road back to profit runs through spending discipline.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

Analysts’ average target sits above today’s price, yet the valuation grade (44/100) says the stock isn’t cheap.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Sep 12, 2026 · stockexpertai.com · Stock Film