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): Here’s Why Sentiment Has Improved

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

Equity Bottom-Up

<ul>
<li>
<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> reported 3Q25 revenue of $206M, up 53% YoY and 1% QoQ.  Mainstay PSMA imaging revenue increased 17% YoY and 1% QoQ to $155M, driven by Illuccix.</li>
<li>Telix has raised 2025 revenue guidance to $800–820M from $770–800M. During 9M25, the company recorded revenue of $512M, indicating 4Q25 revenue of $288–308M, up 45% QoQ.</li>
<li>We are positive on the long-term growth prospect. With strong commercialization of existing products, rich pipeline, and localized manufacturing prowess, Telix is well-positioned to become a global radiopharmaceutical powerhouse.</li>
</ul>



Telix Pharmaceuticals (TLX AU) reported 3Q25 revenue of $206M, up 53% YoY and 1% QoQ.  Mainstay PSMA imaging revenue increased 17% YoY and 1% QoQ to $155M, driven by Illuccix.
Telix has raised 2025 revenue guidance to $800–820M from $770–800M. During 9M25, the company recorded revenue of $512M, indicating 4Q25 revenue of $288–308M, up 45% QoQ.
We are positive on the long-term growth prospect. With strong commercialization of existing products, rich pipeline, and localized manufacturing prowess, Telix is well-positioned to become a global radiopharmaceutical powerhouse.


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