Telix Pharmaceuticals Limited · ASX:TLX
Telix Pharmaceuticals — J.P. Morgan Healthcare Conference 2026
25 slides from Telix Pharmaceuticals's conference presentation, Jan 12, 2026
Slide 1: J.P. Morgan Healthcare Conference Presentation
J.P. Morgan Healthcare Conference Presentation Dr. Christian Behrenbruch Managing Director and Group CEO 12 January 2026 ASX: TLX | NASDAQ: TLX
Slide 2: 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 3: A pure-play radiopharma focused on therapeutics and precision medicine innovation
A pure-play radiopharma focused on therapeutics and precision medicine innovation Integrated Theranostic Approach See It. Treat It. Commitment Differentiated Next-generation Global Specialist to precision therapeutic assets and manufacturing commercial medicine candidates R&D platform and supply cha
Slide 4: Illuccix and Gozellix expanding patient reach
Illuccix and Gozellix expanding patient reach 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 in Japan authorization
Slide 5: Commercial success driving growth and laying the foundation for therapeutics
Commercial success driving growth and laying the foundation for therapeutics 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 Gozellix $333M • RLS Ra
Slide 6: Precision medicine growth strategy based on three pillars
Precision medicine growth strategy based on three pillars 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 avoidance stratification • Lau
Slide 7: A market-leading PSMA imaging portfolio, driven by a commitment to innovation
A market-leading PSMA imaging portfolio, driven by a commitment to innovation 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 improve patient gallium
Slide 8: 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 Areas of biopsy of the prostate First registrational study on MRI2 + Ga68-PSMA-11 PET in diagnosing prostate cancer Transperineal biopsy Ga68-PSMA-PET + MR
Slide 9: Scaling globally to reach more patients
Scaling globally to reach more patients Global manufacturing and supply chain footprint 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 partnerships with 225 points
Slide 10: Reinvesting capital to accelerate long term growth
Reinvesting capital to accelerate long term growth 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 portfolio and therapeu
Slide 11: 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”) optimized for alpha therapies Small Nanobody scFv Diabody Minibody scFv-Fc IgG△CH2 IgG molecule/ peptide • Disease targets: novel indications for established asset
Slide 12: 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 PSMA: Prostate-specific membrane antigen. PDGFRα: Platelet-derived growth factor receptor alpha. CAIX: Carbonic anhydrase IX. mAb: Monoclonal antibody. LAT1: L-Type amino a
Slide 13: Urologic Oncology (select programs)
Urologic Oncology (select programs)
Slide 14: 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 Differentiation Clinical data Phase 3 program • High internalization, retention and • Safety and tolerability profile reported7 In combination with SoC (abira
Slide 15: 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 • Next-generation 225Ac-PSMA- Using 64Cu-TLX592 as an imaging surrogate, the CUPID Alpha-PRO mAb – highly differentiated2,3 Phase 1 study demonstrated4 • Regulatory approval granted
Slide 16: 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 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 with targeted uptake in b
Slide 17: 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 • 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 monotherapy studies with a
Slide 18: Neurologic Oncology (select programs)
Glioblastoma patient (salvage) with clinically stable disease 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 19: TLX101-Tx: First-in-class candidate for GBM
TLX101-Tx: First-in-class candidate for GBM, the most aggressive and common primary brain tumor 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 and 12.4 months from •
Slide 20: Other Tumor Types (select programs)
Other Tumor Types (select programs) 3D rendering of cancer associated fibroblast layer of tumour microenvironment.
Slide 21: 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 Differentiation Clinical data FDG Scan 68Ga-TLX400 imaging agent • Engineered dimeric binder • Clinical data in ~150 patients addressing limitations of first- including sarcoma, br
Slide 22: Our focus on oncology positions us within a $32B U.S. TAM
Our focus on oncology positions us within a $32B U.S. TAM, driving long-term value creation US$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 Bladder Musculoskeleta
Slide 23: Entering a catalyst rich 2026
Entering a catalyst rich 2026 Select milestones for Therapeutics candidates Select milestones for Precision Medicine candidates TLX591-Tx for mCRPC, ProstACT Global Pixclara NDA resubmission (U.S.) • Part 1 data readout imminent Zircaix BLA resubmission (U.S.) • Part 2 international site expansion I
Slide 24: We are well positioned to deliver long term growth and value creation
We are well positioned to deliver long term growth and value creation 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 Seneffe, Belgium Deep,
Slide 25: Contact details
Contact details: Annie Kasparian Investor Relations and Corporate Communications annie.kasparian@telixpharma.com
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