Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

Telix Pharmaceuticals (TLX AU): Strong Operating Performance in 3Q25; 2025 Guidance Raise

Telix Pharmaceuticals (TLX AU): New Product Launch In US; More to Follow; Illuccix on Strong Footing

Telix Pharmaceuticals (TLX AU): Why Negative Impact of SEC Probe Is A Temporary Setback

Telix Pharmaceuticals (TLX AU): Record Performance in 2024; Robust Forecast for 2025

Equity Bottom-Up

<ul>
<li>For 1H25, <a href="https://www.smartkarma.com/entities/telix-pharmaceuticals-ltd" target="_blank" data-smartkarma-citation="entities:26052:1" rel="noopener">Telix Pharmaceuticals (TLX AU)</a> recorded revenue of $390M, up 63% YoY and 41% HoH. Even after excluding RLS revenue, base business revenue grew 30% YoY and 12% HoH.</li>
<li>Illuccix continues to drive revenue growth. Global sales of Illuccix were $306M in 1H25, up 29% YoY, reflecting continued growth in sales volume and market share gains in the U.S.</li>
<li>SEC subpoena has not affected the normal business operation. Telix is “fully cooperating with the SEC and is in the process of responding to the information request.”</li>
</ul>


For 1H25, Telix Pharmaceuticals (TLX AU) recorded revenue of $390M, up 63% YoY and 41% HoH. Even after excluding RLS revenue, base business revenue grew 30% YoY and 12% HoH.
Illuccix continues to drive revenue growth. Global sales of Illuccix were $306M in 1H25, up 29% YoY, reflecting continued growth in sales volume and market share gains in the U.S.
SEC subpoena has not affected the normal business operation. Telix is “fully cooperating with the SEC and is in the process of responding to the information request.”


Telix Pharmaceuticals (TLX AU): Here’s Why Sentiment Has Improved