TLX Telix Pharmaceuticals Limited American Depositary Shares

$TLX WHY I JUST DOUBLED MY SHARES I’m not a big Investor, but I anticipated that there would be a drop today and I’ve now doubled my stake to 2000 Shares. Telix’s flat summer quarter should be viewed in context: prostate-imaging activity typically slows during the summer holiday period, as patients defer appointments and clinics operate around vacations. This year, US dose volumes grew just 1% from Q2 to Q3, almost identical to last summer’s pattern. Yet the underlying business is stronger: year-on-year imaging revenue growth accelerated from 17% in Q3 2025 to 30% in Q3 2026. Management also reported a stronger September exit rate and maintained its full-year guidance. The evidence therefore points toward a seasonal pause rather than any loss of momentum.

$TLX Company with a billion dollar revenue selling at approx 3 times price to sales. Big buying opportunity if some can hold for a year, expect an easy double from here if not more.

$TLX Latest company news, Oct 20, 2026: Telix's third-quarter revenue was 245 million USD, up 19% year over year, and the company reaffirmed its full-year revenue guidance. OPTIMAL-PSMA completed enrollment of 120 patients, with data expected in the first half of 2027. More news in our $TLX stock hub on Merlintrader. Not investment advice.

$TLX Bull case: Revenue is growing, PSMA imaging demand is strong, and there are new product launches. The ITM deal could build a vertically integrated radiopharma company.

Latest company news, October 19, 2026: Telix and Ekalia (an IBA and Framatome joint venture still in formation) announced a collaboration on U.S. astatine-211 production, starting at Telix's Trevose site. No financial terms disclosed. Telix Pharmaceuticals ($TLX) Stock Hub: ITM Merger, BiPASS Deeper dive in our hub. Not investment advice.

$TLX NEW APPROACH TO METASTASIZE CANCER AND TELIX Dr. Ménard at the CHUM in Montreal is studying whether patients with a small number of metastatic prostate-cancer sites can be treated with SBRT to eliminate visible metastases and delay the need for ADT. Her study is particularly relevant because it is testing a PSMA-targeted radiopharmaceutical against observation, with the specific goal of delaying castration or recurrence. This is essentially the same treatment architecture Telix could eventually pursue: use SBRT to destroy the metastases that can be seen, while a PSMA-targeted alpha-particle radiopharmaceutical could potentially attack cancer cells elsewhere that are too small or numerous to treat individually. The significance of the alpha-particle approach is that it could deliver extremely potent, highly localized radiation to PSMA-expressing cancer cells while limiting the radiation deposited in surrounding tissue. This strategy could potentially eliminate the use of ADT.