TLX Telix Pharmaceuticals Limited American Depositary Shares

$TLX I got introduced to the Radiopharmacy moat after studying gujrat's Jubilant Lifesciences, which operates the 2nd largest radiopharmacy franchise in north america The moat for $TLX is strong and also the TAM in PCa PET diagnostics (being the most cancer in men) to replace traditional needle biopsies The radio-imaging business opportunity is large and can span many cancers where biopsy is high risk (such as Brain)

$TLX Curious reversal of almost all gain from a platform enabling FDA approval for glioma. Feels like an effort to walk down before early next week R&D Day. I anticipate analysts will use that for any possible upgrades. The folks have 3 phase 3 promising studies. BiPass outcome could be transformational for men’s prostate cancer as avoids unnecessary biopsies and enables. precision biopsy when needed.

$TLX I expect a trading halt will be the first sign of a decision. That’s not negative. It’s normal. Since it’s already past noon I think we may not get the answer until after hours. Holiday week so they’re probably behind at FDA.

$TLX (L) Shared a few nuggets from R&D Day in Chat- here's one: TLX597 = their next-generation small molecule for PSMA Imparts half the dose to the kidneys and 1/3rd to the salivary glands while delivering 2x to the tumor target vs Gen1 $NVS Pluvicto Finished enrolling in June and topline readout is expected around/at ASCO GU in early 2027 (eagerly anticipated) Below: Encouraging case study with very fragile patient, 99% PSA response at Week 20

$TLX Looks like we have some momentum. Tuesday Volume was 6.4x Average, according to Yahoo Finance. Check it out. Yahoo Finance reports: A. Price/Sales only 4.34. There's plenty room for upside. B. $422.71M of $890.79M Revenue was Gross Profit. That speaks for itself. C. Total Cash $251.91M. Nice! D. $TLX Outperformed S&P 25.59% to 15.45% on 52 week SP change E. Short Percentage of Float 0.08%on 8/31/26. Very low! F. One Year PT Listed at $20.95. lower than Interactive Brokers who used 5 Analysts.

$TLX I’m may be a bit too bullish to think the Pixclara approval alone will quickly push to $13 to $13.75 immediately. But for those that can wait 3 to 6 months (not many traders), the opportunity is more likely $14 to $18 or so. Pixclara is a platform and its approval just derisked the coming associated therapy. BiPASS doubles the PSMA market. Lots cooking here but those items alone make this quite interesting for the initiated to understand and profit from.

$TLX I think its dropping bc no decision yet, opens the door to fear and short attacks. I wouldn't make a move until FDA decision. I hold only 1100 shares but watching closely. GL to all

Late start on Weekly Recap, swapping in two new names in the "Companies I'd Start With" section Prior example here with $TLX

$TLX Should be an interesting next 10 days. Approval and MS conference tomorrow. R&D Day on 22nd. Target $13 to 13.75 over next couple weeks.

$TLX is this not true? (from an AI source) A profitable business gets added immediately. ITM isn't just an R&D bet. It had US$273M of revenue in 2025, and Telix describes the isotope business as profitable and cash-generating. Management expects the combined company to have >$1.3B of pro-forma 2026 revenue/income and positive EBITDA contribution from 2027, subject to its assumptions and synergies.

$TLX You are paying a commercial multiple for a group that is still EBITDA-negative until 2027, and you dilute existing holders by ~24%. That is why the stock fell 3–7% today, Ihave mixed feelings regarding the deal, itis a neverending story with this stock, terrible performance, just when it was aproved last week, management does not care about shareholders here, I might be out, haven't decided yet

$TLX There's The Dip, no accolades. Bargain Basement Prices, right now. This $TLX Stock belongs to us, the RETAIL Stockholders. In my biased opinion the time has come to get back our momentum, now.

$TLX It's about time! Still a long way to go with Earnings on the way. This Approval should affect Profit and Revenue immensely to the GOOD.

$TLX so much for an initial approval climb. Go figure. Hopefully it’s just being very slow to get there

$TLX Market is closed and no press release. Looks like a strategic delay for when after hours trading ends.

$TLX would be pretty disappointing to have another CRL especially since the first was for just manufacturing issues