Telix Pharmaceuticals Limited (TLPPF) Stock Analysis
Educational signal · not a buy or sell recommendation · How to read this
P/E 113.39 means the share price is 113.39 times one year of earnings per share; the S&P 500 usually sits near 20-25. Market cap $4.01B is the value of all shares combined.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gpt-4o-mini, generated Jun 14, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerTelix Pharmaceuticals Limited (TLPPF) trades at $11.82 with MoonshotScore 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: $4.01B, Sector: Healthcare.
Price as of Sep 11, 2026 · Last analyzed: Jun 14, 2026TLPPF stock analysis for 2026: Analysts have set a consensus price target of $20.00 for Telix Pharmaceuticals Limited, suggesting 69.1% upside from the current price of $11.82. The AI MoonshotScore is 66/100, in the Strong band (65-79) — a research signal, not a recommendation. Key factors: analyst coverage, AI-driven quantitative scoring.
TLPPF: the 3 scored disciplines are evenly split. Dominant signal: Seth Klarman bearish.
How is this calculated? →AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
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?
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 $4.01B 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 $4.01B, 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 | MoonshotScore |
|---|---|---|---|---|
| BMY Bristol-Myers Squibb Company | $63.75 | -1.02% | $130B | 905-pillar |
| EXEL Exelixis, Inc. | $57.61 | -1.24% | $14.5B | 985-pillar |
| ELVN Enliven Therapeutics, Inc. | $56.23 | -2.12% | $4.02B | 745-pillar |
| AMLX Amylyx Pharmaceuticals, Inc. | $32.07 | -1.02% | $3.57B | 695-pillar |
| EWTX Edgewise Therapeutics, Inc. | $43.39 | -0.98% | $4.67B | 665-pillar |
| ACAD ACADIA Pharmaceuticals Inc. | $27.74 | +0.22% | $4.75B | 805-pillar |
| VCYT Veracyte, Inc. | $42.03 | -4.17% | $3.35B | 955-pillar |
| ZLDPF Zealand Pharma A/S | $46.38 | -2.66% | $3.28B | 689-signal |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance This table mixes two scoring engines — compare a number only with others carrying the same tag.
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?
Inconsistent delivery — missed Wall Street EPS estimates in 5 of the last 8 reported quarters.
- Rich valuation — a P/E of 113.39 runs well above the Healthcare sector’s ~21.50x, leaving little room for a miss.
- 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.
- 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 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.
Research confidence
Enough evidence to be useful, with gaps worth knowing about.
- ● Scoring coverage unknown
- ● Price is current
- ● Latest filing 22 days ago
- ● Covered by analysts
Why 66?
This rating comes from our nine-signal model, which produces a score but not a per-factor breakdown. The sector-relative five-pillar model, which explains its own contributions, does not cover this listing yet. How the score is built →
MoonshotScore History
Recorded daily since 2026-08-23 · 19 snapshots
| 2026-08-23 | 66 |
| 2026-08-26 | 66 |
| 2026-08-29 | 66 |
| 2026-09-01 | 66 |
| 2026-09-04 | 66 |
| 2026-09-07 | 66 |
| 2026-09-10 | 66 |
What changed?
The score has stayed at 66.
Over the same 18 days the stock moved +15.9%.
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.
Telix Pharmaceuticals Limited Financial Trajectory
Telix Pharmaceuticals Limited (TLPPF) reported $678.5M in revenue for Q2 FY2026, reflecting 7.6% growth compared to the prior quarter. The company recorded net income of $54.5M, with diluted EPS of $0.15. Revenue has increased across the last three reported quarters, suggesting sustained momentum for this mid-cap Healthcare company. Across the four most recent quarters, TLPPF averaged $0.06 in diluted EPS.
How Telix Pharmaceuticals Limited Is Valued
Telix Pharmaceuticals Limited carries a market capitalization of $4.01B, placing it in the mid-cap category. Analyst price targets span from $20.00 to $20.00, with a consensus of $20.00. At the current price of $11.82, that implies approximately 69% upside potential. Relative to its peer group, TLPPF's quantitative score of 66/100 is below the peer average of 80/100.
Key Financial Metrics
Return on equity for Telix Pharmaceuticals Limited stands at 7.1%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 2.4%, showing how much profit it generates from its asset base. TLPPF trades at a trailing price-to-earnings ratio of 113.39, above the Healthcare sector average of ~21.50x. Its free cash flow yield is -1.6%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.01 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 0.9%, the inverse of the P/E and a quick read on earnings relative to price.
Financial Health
Telix Pharmaceuticals Limited's Piotroski F-Score is 4/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 4.15 places it in the safe zone, indicating low near-term bankruptcy risk.
Earnings Track Record
Telix Pharmaceuticals Limited has missed Wall Street's EPS estimate in 5 of its last 8 reported quarters — a mixed record worth weighing. Reported results have landed about 30.7% below estimates on average.
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 · June 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 FY2026 | A$679M | A$54M | A$0.15 |
| Q4 FY2025 | A$631M | -A$7M | -A$0.02 |
| Q2 FY2025 | A$593M | -A$3M | -A$0.01 |
| Q4 FY2024 | A$594M | A$38M | A$0.11 |
Q2 FY2026 · filed 20 Aug 2026 · SEC EDGAR →
Based on FMP financials and quantitative analysis · Reported in AUD
TLPPF Latest News
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Telix to Present at the Morgan Stanley 24th Annual Global Healthcare Conference and H.C. Wainwright 28th Annual Global Investment Conference
Yahoo! Finance: TLPPF News · Sep 9, 2026
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TLX Stock Clocks 5% Gain This Week Ahead Of FDA Decision On Brain Cancer Imaging Agent
Yahoo! Finance: TLPPF News · Sep 4, 2026
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Telix Completes Enrollment in Phase 3 BiPASS Study, Aligns with FDA on NDA Pathway
Yahoo! Finance: TLPPF News · Sep 2, 2026
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Telix Pharmaceuticals, Cardinal Health Enter into Distribution Agreement for Prostate Cancer Imaging
· Oct 3, 2018
TLPPF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for TLPPF.
Price Targets
Median: $20.00 (+69.1% from current price)
Source: FMP analyst consensus · as of Aug 25, 2026 · an estimate, not advice
TLPPF MoonshotScore
What does this score mean?
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. TLPPF scores 66/100 (Grade B+): the number comes from the legacy nine-factor engine (quantitative signals from revenue growth to news sentiment), written once, not refreshed.
Latest News
Telix to Present at the Morgan Stanley 24th Annual Global Healthcare Conference and H.C. Wainwright 28th Annual Global Investment Conference
TLX Stock Clocks 5% Gain This Week Ahead Of FDA Decision On Brain Cancer Imaging Agent
Telix Completes Enrollment in Phase 3 BiPASS Study, Aligns with FDA on NDA Pathway
Telix Pharmaceuticals, Cardinal Health Enter into Distribution Agreement for Prostate Cancer Imaging
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
- 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 the AI Score mean for TLPPF?
TLPPF holds an AI Score of 66/100 (Grade: B+). This is an educational research signal, not a buy or sell recommendation. The number comes from the legacy nine-factor engine (quantitative signals from revenue growth to news sentiment), written once, not refreshed. Telix Pharmaceuticals Limited is a biotechnology company specializing in molecularly targeted radiation (MTR) products for cancer and rare diseases.
Is TLPPF a good stock?
Stock Expert AI does not rate TLPPF buy, sell or hold. Telix Pharmaceuticals Limited carries a MoonshotScore of 66/100 on the legacy nine-factor engine, a research rating against its peers. Whether it fits is your call: check what it sells, whether it earns, what the price assumes, and what would prove you wrong.
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.
What are the key factors to evaluate for TLPPF?
Telix Pharmaceuticals Limited (TLPPF) holds an AI score of 66/100 (moderate). P/E: 113.39x vs the S&P 500's ~20-25x. Analysts target $20.00 (+69%). Not financial advice.
How frequently does TLPPF data refresh on this page?
TLPPF's price was last updated on Sep 11, 2026 and refreshes on page view during U.S. market hours; the quote is a provider snapshot, not an exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates 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?
Telix Pharmaceuticals Limited (TLPPF) trades at 113.39x earnings. Analysts target $20.00 (+69%) — upside seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Can I buy fractional shares of TLPPF?
Yes, most major brokerages offer fractional shares of Telix Pharmaceuticals Limited (TLPPF) with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.
How can I track TLPPF's earnings and financial reports?
Telix Pharmaceuticals Limited (TLPPF) reports quarterly earnings approximately 4-6 weeks after each fiscal quarter ends. You can track earnings dates, revenue and EPS estimates, and actual results on this page's Financials tab. Earnings surprises (beats or misses) often cause significant short-term price moves. Your brokerage can send alerts for TLPPF earnings announcements.
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.