Telix Pharmaceuticals Limited · ASX:TLX

Telix Pharmaceuticals — Investor Presentation (April 2026)

20 slides from Telix Pharmaceuticals's investor presentation, Apr 14, 2026

  1. Slide 1: Investor presentation April 14, 2026

    Post- treatment Pre- treatment Investor 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 investigational LAT1-

  2. Slide 2: Disclaimer

    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 on our website. The informat

  3. Slide 3: Five pillars underpinning our global leadership in radiopharma

    Five pillars underpinning our global leadership in radiopharma 3 High value therapeutics pipeline Vertically integrated manufacturing and supply chain Specialist commercial organization Integrated Theranostic Approach See It. Treat It. R&D platform for new molecular entities Precision Medicine portf

  4. Slide 4: Our performance in 2025

    Our performance in 20251 4 Strong top-line growth, underlying profitability and cash generation Group revenue $804M up 56% YoY, meeting increased guidance Precision Medicine revenue up 22% YoY to $622M RLS Radiopharmacies adds diversified revenue stream – $170M reported revenue2 Group EBITDA3 $40M,

  5. Slide 5: Q1 2026: Group revenue of US$230M, up 11% QoQ

    Q1 2026: Group revenue of US$230M, up 11% QoQ Two-product strategy drives strong sequential growth in Q1 2026 Precision Medicine Group Revenue (unaudited) US$M Telix ASX disclosure April 7, 2026. Revenue is provided on an unaudited basis. 5 TMS +11% QoQ Therapeutics 186 204 206 208 230 1

  6. Slide 6: Delivering on targeted milestones in early 2026

    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 (TLX101-Px): European MAA4 submitted Illuccix® (TLX591-Px) New Drug Application accepted in China Therapeutic pipeline advancement ProstACT Globa

  7. Slide 7: Precision Medicine portfolio

    Precision Medicine portfolio

  8. 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 Successful Type A meetings completed to align with FDA on key resubmission items ZIRCON-X study showed TLX250-Px imaging has meaningful impact on clinical decisions4 C

  9. Slide 9: Precision medicine: Five-year outlook

    Precision medicine: Five-year outlook Building on the current commercial portfolio with BiPASS, Zircaix and Pixclara1 $5.2B $3.6B $2.4B 20% CAGR 30% CAGR 40% CAGR ~$1B (2026) Growth potential Not intended as a forecast or guidance, subject to change due to market conditions and regulatory approvals.

  10. Slide 10: Therapeutics portfolio

    OTe Telix Therapeutics portfolio

  11. Slide 11: Therapeutics pipeline: Late-stage and next-generation assets

    Therapeutics pipeline: Late-stage and “next-generation” assets 11 Building a leadership position in urologic and neurologic oncology PSMA: Prostate-specific membrane antigen. CAIX: Carbonic anhydrase IX. LAT1: L-Type amino acid transporter 1. CD66: Cluster of differentiation 66. PDGFRα: Platelet-der

  12. Slide 12: Potential $32B market opportunity

    12 Potential $32B market opportunity Datamonitor Cancer Patient-Based Forecast and Management Internal Estimates. Prostate-specific membrane antigen. Datamonitor Renal Cell Carcinoma patient-based forecast model and Management Internal Estimates. Datamonitor Glioblastoma patient-based forecast model

  13. Slide 13: Late-stage assets with upcoming clinical inflection points

    V Late-stage assets with upcoming clinical inflection points TLX591-Tx, first-in-class rADC for mCRPC Part 1 lead in safety, dosimetry, data readout1 – primary objectives met Part 2 (randomized treatment expansion), currently dosing patients (ex-U.S.)2 Phase 2/3 Phase 3 TLX101-Tx, potential first ra

  14. Slide 14: ProstACT Global Phase 3 (Part 1 Lead-in): Key findings

    ProstACT Global Phase 3 (Part 1 Lead-in): Key findings Primary and secondary endpoints: Safety and dosimetry Source: ProstACT Global Part 1 data on file. Demonstrates feasibility of integrating TLX591-Tx with contemporary, global standards of care Study objectives met: Confirmed safety, pharmacokine

  15. Slide 15: Strategic collaboration with Regeneron

    Strategic collaboration with Regeneron (NASDAQ: REGN) Highly complementary capabilities present a unique opportunity Collaboration to jointly develop and commercialize next generation radiopharmaceutical therapies, including targeted alpha therapies1 Telix to receive US$40 million cash upfront with

  16. Slide 16: 2026 strategic priorities

    2026 strategic priorities

  17. Slide 17: FY 2026 guidance

    FY 2026 guidance Group revenue US$M Revenue guidance range: $950M to $970M Based on approved products and geographies ~25% growth in Precision Medicine revenue Full year of RLS revenue R&D guidance range: $200M to $240M Increased allocation to therapeutics pipeline R&D investment will be guided by c

  18. Slide 18: A catalyst rich 2026

    A catalyst rich 2026 18 BLA = Biologics license application, QIS = QUANTM irradiation system, a cyclotron-based isotope production system. Protocol 177Lu-TLX591-203. Brand name subject to final regulatory approval. Select milestones for Therapeutics candidates Select milestones for Precision Medicin

  19. Slide 19: Q&A

    Q&A

  20. Slide 20: Investor Relations Contacts

    Investor Relations Contacts:Ms. Kyahn Williamson (Global)SVP Investor Relations and Corporate Communicationskyahn.williamson@telixpharma.com Telix Investor Relations (U.S.) Ms. Annie Kasparian Director Investor Relations and Corporate Communications annie.kasparian@telixpharma.com Telix Investor Rel

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