TLX 0.04% $22.90 telix pharmaceuticals limited

Short Term trading, analysis and TLX noise - No investors keep out, page-550

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    It looks like most of the activity in the next six months will be regulatory.

    There might be some trial data- they mentioned STARLITE in the AGM presentation and also the ZIPUP trial may be in the works. Most of the other trial stuff looks like it will come in 2025-6

    However things that could (and in some cases should) happen in the next six months:

    Approvals for Illucix in other jurisdictions: EU, UK, Brazil? Japan?
    Approval for Zicaux in US
    Submission of Pixclara.
    ProstACT expanding into the US.

    It still looks like imaging will drive revenue growth until at least the the end of 2026- and if things go well that should be enough to at least double current revenues. While CB (understandably) pushes the therapy line, it looks like that will take a bit of time yet.
 
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