TLX
Telix Pharmaceuticals Limited8.34
-0.29-3.36%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms script; clarifies R&D flex.
Q&A largely reaffirmed the prepared script on $950M-$970M 2026 revenue guidance and Precision Medicine's 25% growth, but management stressed reinvesting most earnings into R&D, commercial scaling, and infrastructure through 2027—flexing outside ring-fenced pivotal trials like ProstACT if commercial lags. Part 1 safety data releases imminently, just internal QC holdup. Dual Illuccix-Gozellix play nimbly handles HOPD reimbursement economics and future ASP shifts. RLS drags? Nah, third-party generics; Telix doses lift margins toward 70%. Europe uptake accelerates post-reimbursement. Data drops soon. Confident on catalysts; watch resubs, Q4 ProstACT interim.
Key Stats
Market Cap
2.79BP/E (TTM)
417.00Basic EPS (TTM)
0.02Dividend Yield
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