TLX 2.83% $15.44 telix pharmaceuticals limited

Understanding Telix, page-475

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    Actinium-225, an alpha emitter (compared with Lutetium-177 that is in beta decay). Fusion's lead asset, FPI-2265, is based on A-255 and being used as a prostate cancer therapeutic targeting PSMA. Phase 2 data for FPI-2265 is expected in early April...through AZ one now presumes. This will be an important comparator to Telix's own P1 trial 'CUPID' TLX 592 (also an alpha emitter trial). The alpha-emitter space looks like the hot place to be (pardon the pun) if they can get it right.

    So this is another large Pharma (Astra) getting into the business of radiopharma.

    Interestingly, the recent ARTMS deal gives Telix the capacity to produce Actinium-255.

    Last edited by gingerclam: 20/03/24
 
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