Telix Pharmaceuticals Limited · ASX:TLX
Telix Pharmaceuticals — Investor Presentation (April 2026)
20 slides from Telix Pharmaceuticals's investor presentation, Apr 14, 2026
Slide 1: Investor Presentation April 14, 2026
For personal use only Investor Pre- treatment presentation April 14, 2026 ASX: TLX | NASDAQ: TLX 18F-FET scan published in EJNMMI showing a patient with recurrent glioblastoma (GBM) who experienced a near-complete response following treatment with TLX101-Tx (Iodofalan (¹³¹I), Telix's Post- investiga
Slide 2: Forward looking statements
Forward looking statements You should read this presentation 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 o
Slide 3: Five pillars underpinning our global leadership in radiopharma
Five pillars underpinning our global leadership in radiopharma For personal use only Integrated Theranostic Approach See It. Treat It. High value R&D platform for Precision Specialist Vertically therapeutics new molecular Medicine commercial integrated pipeline entities portfolio organization manufa
Slide 4: Our performance in 2025
Our performance in 20251 Enabling investments that will drive value creation For personal use only Strong top-line growth, underlying profitability • Precision Medicine revenue up 22% YoY to $622M and cash generation • RLS Radiopharmacies adds diversified revenue stream Group revenue $804M up 56% Yo
Slide 5: Q1 2026: Group revenue of US$230M, up 11% QoQ
Q1 2026: Group revenue of US$230M, up 11% QoQ Two-product strategy drives strong sequential growth in Q1 2026 For personal use only Group Revenue (unaudited) +11% 230 US$M QoQ 206 208 204 44 186 47 49 44 33 3 2 2 2 TMS Therapeutics Precision Medicine 186 151 155 155 161 1 Q1 2025 Q2 2025 Q3 2025 Q4
Slide 6: Delivering on targeted milestones in early 2026
Delivering on targeted milestones in early 2026 Demonstrating continued commercial momentum and pipeline advancement For personal use only • Pathway to launch new Precision Medicine products • Pixclara®1 (TLX101-Px, Floretyrosine F 18 or 18F-FET): PDUFA2 goal date of September 11, 20263 • Pixlumi®1
Slide 7: Precision Medicine portfolio
For personal use only Precision Medicine portfolio
Slide 8: Precision Medicine near-term growth strategy
Precision Medicine near-term growth strategy PSMA portfolio provides platform for growth, potential upside from new product launches For personal use only 7 7 • Successful launch (U.S.) • Commercially available in 22 • Successful Type A meetings • MAA filed for TLX101-Px in • BiPASS , Phase 3 countr
Slide 9: Precision medicine: Five-year outlook
Precision medicine: Five-year outlook Building on the current commercial portfolio with BiPASS, Zircaix and Pixclara1 For personal use only Precision Medicine business Growth sensitivity analysis (USD) 1 $5.2B Growth potential 1 $3.6B $2.4B ~$1B 2027 2028 2029 2030 2031 (2026) 20% CAGR 30% CAGR 40%
Slide 10: Therapeutics portfolio
For personal use only Therapeutics portfolio
Slide 11: 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 antibo
Slide 12: Potential $32B market opportunity
Potential $32B market opportunity Long-term growth potential across our Precision Medicine and Therapeutics pipeline For personal use only Total market opportunity $B U.S. oncology market potential by disease area ~2 ~$32B Precision Medicine ~2 ~5 Therapeutics ~1 ~9 ~8 ~4 ~1 ~15 ~7 ~7 ~23 ~8 Prostat
Slide 13: Late-stage assets with upcoming clinical inflection points
Late-stage assets with upcoming clinical inflection points For personal use only Phase 3 Phase 2/3 Phase 2/3 Phase 2/3 Phase Phase 3 1 TLX591-Tx, first-in-class TLX101-Tx, potential first TLX250-Tx, first-in-class rADC TLX090-Tx, novel treatment rADC for mCRPC radiotherapy in recurrent GBM for advan
Slide 14: ProstACT Global Phase 3 Lead-in: Key findings
ProstACT Global Phase 3 (Part 1 Lead-in): Key findings Primary and secondary endpoints: Safety and dosimetry For personal use only Study objectives met: Confirmed safety, pharmacokinetics, dosimetry across cohorts No new safety signals: Hematologic events transient and manageable Tolerability profil
Slide 15: Strategic collaboration with Regeneron
Strategic collaboration with Regeneron (NASDAQ: REGN) Highly complementary capabilities present a unique opportunity For personal use only • Collaboration to jointly develop and commercialize next generation radiopharmaceutical therapies, including targeted alpha therapies1 • Telix to receive US$40
Slide 16: 2026 strategic priorities
For personal use only 2026 strategic priorities
Slide 17: FY 2026 guidance
FY 2026 guidance Continued growth trajectory For personal use only Revenue guidance range: $950M to $970M Group revenue 950 - 970 • Based on approved products and geographies US$M 804 • ~25% growth in Precision Medicine revenue • Full year of RLS revenue 517 R&D guidance range: $200M to $240M 333 •
Slide 18: A catalyst rich 2026
A catalyst rich 2026 Select milestones for Therapeutics candidates Select milestones for Precision Medicine candidates For personal use only Strategic collaboration with Regeneron Pixclara2 NDA resubmission (U.S.) accepted, TLX591-Tx for mCRPC, ProstACT Global PDUFA goal date September 11, 2026 • Pa
Slide 19: Q&A
For personal use only Q&A
Slide 20: Investor Relations Contacts
Illustration of TLX591-Tx Lutetium (177Lu) rosopatamab tetraxetan For personal use only Investor Relations Contacts: Ms. Kyahn Williamson (Global) SVP Investor Relations and Corporate Communications kyahn.williamson@telixpharma.com Telix Investor Relations (U.S.) Ms. Annie Kasparian Director Investo
Telix Pharmaceuticals — Investor Presentation (April 2026) on 6ix