Telix Pharmaceuticals Limited · ASX:TLX
Telix Pharmaceuticals — 44th Annual J.P. Morgan Healthcare Conference (January 2026)
27 slides from Telix Pharmaceuticals's conference presentation, Jan 12, 2026
Slide 1: ASX Announcement: Presentation to J.P. Morgan Healthcare Conference
Telix Pharmaceuticals Limited ACN 616 620 369 55 Flemington Road North Melbourne Victoria, 3051 Australia ASX ANNOUNCEMENT Presentation to J.P. Morgan Healthcare Conference Melbourne (Australia) and Indianapolis, IN (U.S.) – 12 January 2026. Telix Pharmaceuticals Limited (ASX: TLX, NASDAQ: TLX, “Tel
Slide 2: Legal Notices
This announcement has been authorized for release by the Telix Pharmaceuticals Limited Disclosure Committee on behalf of the Board. Legal Notices Cautionary Statement Regarding Forward-Looking Statements. You should read this announcement together with our risk factors, as disclosed in our most rece
Slide 3: J.P. Morgan Healthcare Conference Presentation
For personal use only J.P. Morgan Healthcare Conference Presentation Dr. Christian Behrenbruch Managing Director and Group CEO 12 January 2026 ASX: TLX | NASDAQ: TLX
Slide 4: Forward looking statement
Forward looking statement This presentation should be read together with our risk factors, as disclosed in our most recently filed reports with the Australian Securities Exchange (ASX), U.S. Securities and Exchange Commission (SEC), including our Annual Report on Form 20-F filed with the SEC, or on
Slide 5: A pure-play radiopharma focused on therapeutics and precision medicine innovation
A pure-play radiopharma focused on therapeutics and precision medicine innovation For personal use only Integrated Theranostic Approach See It. Treat It. Commitment Differentiated Next-generation Global Specialist to precision therapeutic assets and manufacturing commercial medicine candidates R&D p
Slide 6: Illuccix and Gozellix expanding patient reach
Illuccix and Gozellix expanding patient reach For personal use only Commercially NDA filed Launched next- Longer shelf-life available in China generation Increased Ga-68 in 17 PSMA-PET production capacity Phase 3 countries1 imaging agent through ARTMS ongoing study in the U.S. QIS® and GE Marketing
Slide 7: Commercial success driving growth and laying the foundation for therapeutics
Commercial success driving growth and laying the foundation for therapeutics For personal use only Group Revenue Strong commercial ramp US$M $800-$820M • US$596M1 revenues as of Q3 2025, up 59% YoY driven by strong Illuccix sales • Global launches of Illuccix in 17 countries $517M • U.S. launch of G
Slide 8: Precision medicine growth strategy based on three pillars
Precision medicine growth strategy based on three pillars For personal use only Expand product offerings Expand geographies Expand indications EU • Drive Gozellix market entry and • Progress global launches of expansion (U.S. and globally) Illuccix • Deliver BiPASS 2 (Biopsy of the prostate avoidanc
Slide 9: A market-leading PSMA imaging portfolio, driven by a commitment to innovation
A market-leading PSMA imaging portfolio, driven by a commitment to innovation For personal use only DIFFERENTIATE THROUGH INNOVATION AlFluor platform technology EXPAND THE MARKET enables flexible radiolabeling of Potential to significantly grow PSMA-11 with either AlF or GOZELLIX LAUNCH market and i
Slide 10: BiPASS redefining the diagnostic pathway in prostate cancer
BiPASS redefining the diagnostic pathway in prostate cancer More than 1 million biopsies are performed in U.S. annually; up to 75% are negative1 For personal use only Areas of biopsy of the prostate First registrational study on MRI2 + Ga68-PSMA-11 PET in diagnosing prostate cancer Transperineal bio
Slide 11: Scaling globally to reach more patients
Scaling globally to reach more patients Global manufacturing and supply chain footprint For personal use only Seneffe, Belgium Yokohama, Japan • Significant U.S. investment in 2025 driven by the acquisition of RLS1 • Yokohama, Japan, new cyclotron facility just opened • Strategic distribution partne
Slide 12: Reinvesting capital to accelerate long term growth
Reinvesting capital to accelerate long term growth For personal use only Revenue growth potential Earnings growth potential Three 2021 – 2024 2025 - 2027 2028 and beyond phases of Transition to commercial Diversify and grow revenue Transition to higher value growth stage with first approved through
Slide 13: A science-driven, isotope and targeting agent agnostic approach to R&D
A science-driven, isotope and targeting agent agnostic approach to R&D In-house R&D capabilities Telix Targeting Technologies (aka “T3”) For personal use only optimized for alpha therapies Small Nanobody scFv Diabody Minibody scFv-Fc IgG△CH2 IgG molecule/ peptide • Disease targets: novel indications
Slide 14: Therapeutics pipeline: Late-stage and next-generation assets
Therapeutics pipeline: Late-stage and next-generation assets Building a leadership position in urologic and neurologic oncology For personal use only PSMA: Prostate-specific membrane antigen. PDGFRα: Platelet-derived growth factor receptor alpha. CAIX: Carbonic anhydrase IX. mAb: Monoclonal antibody
Slide 15: Urologic Oncology (select programs)
For personal use only Urologic Oncology (select programs)
Slide 16: TLX591-Tx: A novel first-in-class rADC in 1L/2L mCRPC
TLX591-Tx: A novel first-in-class rADC in 1L/2L mCRPC Phase 3 trial: Part 1 data readout imminent, Part 2 is enrolling patients outside U.S.1 For personal use only Differentiation Clinical data Phase 3 program • High internalization, retention and • Safety and tolerability profile reported7 In combi
Slide 17: TLX592-Tx: Next-generation alpha-emitter for mCRPC
TLX592-Tx: Next-generation alpha-emitter for mCRPC Differentiation Phase 1 imaging study – completed1,4 Phase 1 study For personal use only • Next-generation 225Ac-PSMA- Using 64Cu-TLX592 as an imaging surrogate, the CUPID Alpha-PRO mAb – highly differentiated2,3 Phase 1 study demonstrated4 • Regula
Slide 18: TLX090-Tx: Novel candidate for bone pain in metastatic prostate and breast cancers
TLX090-Tx: Novel candidate for bone pain in patients with metastatic prostate and breast cancers For personal use only Differentiation Positive Phase 1 data Phase 1 program7 • Novel chelating agent designed to • Phase 1 study demonstrated Part 1 dose escalation (U.S.) address skeletal saturation wit
Slide 19: TLX250-Tx: First-in-class rADC targeting ccRCC
TLX250-Tx: First-in-class rADC targeting ccRCC Differentiation Phase 1 & Phase 2 data Phase 2/3 trial For personal use only • Novel mechanism of action, positioned Promising signals of efficacy in Phase 1 and LUTEON, Pivotal monotherapy trial to be first CAIX targeting rADC to the a Phase 2 RCC mono
Slide 20: Neurologic Oncology (select programs)
Glioblastoma patient (salvage) with clinically stable disease For personal use only 18 months from initiation of TLX101 therapy Neurologic Oncology T=0 10 months (select programs) 16 months 18 months Patient representative scans - individual results may vary. Credit A. Braat, Utrecht.
Slide 21: TLX101-Tx: First-in-class candidate for GBM
TLX101-Tx: First-in-class candidate for GBM, the most aggressive and common primary brain tumor For personal use only Differentiation Positive Phase 2 data Late- and early-stage trials • Intravenous delivery with ability to Median OS of 32.2 months from cross blood brain barrier1 initial diagnosis a
Slide 22: Other Tumor Types (select programs)
For personal use only Other Tumor Types (select programs) 3D rendering of cancer associated fibroblast layer of tumour microenvironment.
Slide 23: TLX400-Tx: Potential pan-cancer candidate targeting the tumor micro-environment
TLX400-Tx: Potential pan-cancer candidate targeting the tumor micro-environment Therapeutic potential in breast cancer3 For personal use only Differentiation Clinical data FDG Scan 68Ga-TLX400 imaging agent • Engineered dimeric binder • Clinical data in ~150 patients addressing limitations of first-
Slide 24: Our focus on oncology positions us within a $32B U.S. TAM
Our focus on oncology positions us within a $32B U.S. TAM, driving long-term value creation For personal use only US$M U.S. Oncology Market Potential by Disease Area ~$2B ~$32B Precision Medicine ~$2B ~$5B Therapeutics ~$1B ~$9B ~$8B ~$4B ~$1B ~$7B ~$15B ~$7B ~$23B ~$8B Prostate (PSMA) Kidney Brain
Slide 25: Entering a catalyst rich 2026
Entering a catalyst rich 2026 Select milestones for Therapeutics candidates Select milestones for Precision Medicine candidates For personal use only TLX591-Tx for mCRPC, ProstACT Global Pixclara NDA resubmission (U.S.) • Part 1 data readout imminent Zircaix BLA resubmission (U.S.) • Part 2 internat
Slide 26: We are well positioned to deliver long term growth and value creation
We are well positioned to deliver long term growth and value creation For personal use only Strong commercial execution paving the way for therapeutics • Two commercially available PSMA imaging agents (Illuccix, Gozellix) • Generated $596M1 in revenues as of Q3 2025, FY25 guidance of $800M - $820M2
Slide 27: Contact details
For personal use only Contact details: Annie Kasparian Investor Relations and Corporate Communications annie.kasparian@telixpharma.com
Telix Pharmaceuticals — 44th Annual J.P. Morgan Healthcare Conference (January 2026) on 6ix