Telix Pharmaceuticals Limited · ASX:TLX
Telix Pharmaceuticals — Shareholder Meeting (May 2024)
18 slides from Telix Pharmaceuticals's shareholder meeting presentation, May 22, 2024
Slide 1: Annual General Meeting of Shareholders
Telix Manufacturing Solutions TLX250 SPECT image showing uptake in Belgium in CAIX-positive lesions Annual General Meeting TLX101-CDx PET image showing uptake in glioblastoma illustration showing TLX591 binding to PSMA of Shareholders Telix Pharmaceuticals (ASX:TLX) 10.00am (Sydney time) 22 May 2024
Slide 2: Important information
Important information The information contained in this presentation is not intended to be an offer for subscription, invitation or recommendation with respect to shares of Telix Pharmaceuticals Limited (Telix) in any jurisdiction, including the United States. No representation or warranty, express
Slide 3: Genevieve Ryan, Company Secretary
Genevieve Ryan Company Secretary
Slide 4: Voting and questions
Voting and questions • A poll will be conducted on all resolutions • Vote at any time during the course of the meeting • The Virtual Meeting Online Guide provides detailed steps on how to vote and ask questions online – audio and written • Chairman intends to vote all undirected votes in favour of t
Slide 5: H Kevin McCann AO, Chairman
H Kevin McCann AO Chairman ©) Telix
Slide 6: Board of Directors
Board of Directors H Kevin McCann AO Christian Tiffany Olson Jann Skinner Andreas Kluge Mark Nelson Behrenbruch Non-Executive Non-Executive Non-Executive Non-Executive Non-Executive Director and Managing Director Director Director Director Director Chairman and Group CEO
Slide 7: Meeting agenda
Meeting agenda 01 Chairman’s address 02 CEO’s address 03 Formal items of business, including voting and questions
Slide 8: Chairman's address
Annual General Meeting of Shareholders Chairman’s address H Kevin McCann AO
Slide 9: CEO's address
Annual General Meeting of Shareholders CEO’s address Dr Christian Behrenbruch TLX250-CDx PET positive scan showing CAIX expression (Phase III ZIRCON study)
Slide 10: A global leader in theranostics and precision medicine
A global leader in theranostics and precision medicine A unique, integrated radiopharma business Therapeutics Late-stage assets preparing for pivotal trials in prostate, kidney and brain cancer Earlier stage assets include potential alpha therapies Telix Manufacturing Precision medicine Solutions Ad
Slide 11: Therapeutics: Three key areas of focus
Therapeutics: Three key areas of focus Markets with clear opportunities for radiation oncology to fulfil unmet medical needs Urologic Oncology Musculoskeletal Neuro-oncology Major market opportunity Potential for first-mover Opportunity to innovate across prostate, kidney advantage in an area of in
Slide 12: Precision medicine portfolio
Precision medicine portfolio Advanced imaging is a key enabler of therapeutic development How advanced imaging supports our therapeutic Cornerstone of urology portfolio: franchise, requisite for PSMA-targeting therapy ⚫ “Companion” for each therapeutic target Targets CAIX, highly ⚫ Facilitates patie
Slide 13: Our precision medicine model in prostate cancer
Our precision medicine model in prostate cancer Imaging, devices and therapeutics across the care continuum HORMONE SENSITIVE CASTRATION RESISTANT 68Ga / 99mTc imaging TLX591: TLX591 Lutetium (177Lu) rosopatamab tetraxetan Targeting a cancer 177Lu-PSMA-617 (mCRPC) patient-centric differentiated ther
Slide 14: Telix Manufacturing Solutions
Telix Manufacturing Solutions Vertical integration of supply chain and manufacturing Equipped to deliver Vancouver Liege Continuing to invest Isotope production patient doses globally Quality control in in-house (ARTMS) development and ⚫ Global supply chain Herstal production capacity Angleton (TX)
Slide 15: Financial performance
Financial performance Cash generation funding development of the pipeline Quarterly Revenue, including Q1 20241 2023 Key metrics Revenue growth 214% 200.0 180.0 +75% Q1 2024 $502.5M ($160.1M 2022) 160.0 175.0 140.0 148.1 Total Revenue (AUD) Gross margin improved 120.0 133.6 120.7 100.0 80.0 100.1 63
Slide 16: Recent achievements
Recent achievements ProstACT GLOBAL Phase III IND Proof of concept established for cleared for prostate cancer therapy TLX592, alpha therapy candidate for trial commencement in the U.S. prostate cancer Progress Advance Clinical differentiation and late-stage next-generation Ethics approval pending s
Slide 17: Near-term catalysts
Near-term catalysts Progress Advance next Expand Vertically late-stage generation commercial integrate therapeutic alpha imaging supply chain pipeline theranostics portfolio 2024 H1 2025 IPAX-2 and IPAX-Linz (TLX101) ProstACT SELECT (TLX591) rPFS1 data Zircaix®2 (TLX250-CDx) BLA completion therapy s
Slide 18: Thank you
Thank you 18
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