Telix Pharmaceuticals Limited · ASX:TLX
Telix Pharmaceuticals — Shareholder Meeting (May 2025)
15 slides from Telix Pharmaceuticals's shareholder meeting presentation, May 21, 2025
Slide 1: Annual General Meeting of Shareholders
For personal use only Annual General Meeting of Shareholders Telix Pharmaceuticals ASX: TLX | NASDAQ: TLX 10.00am (Sydney time) 21 May 2025 Images used with permission.
Slide 2: Important information
Important information This presentation should be read together with our risk factors, as disclosed in our most recently filed reports with the Australian Securities Exchange (ASX) and the U.S. Securities and Exchange Commission (SEC), including our Annual Report on Form 20-F filed with the SEC, or
Slide 3: CEO's address
FAPi therapy (TLX400) in metastatic medullary thyroid cancer For personal use only Pre- Annual General Meeting treatment of Shareholders CEO’s address Dr. Christian Behrenbruch TLX250-CDx PET positive scan showingPost- treatment CAIX expression (Phase III ZIRCON study)
Slide 4: Our mission is to be the global leader in radiopharmaceuticals
Our mission is to be the global leader in radiopharmaceuticals Telix is delivering to its growth strategy For personal use only Deliver Build Grow Expand our late-stage the next generation of our industry-leading our global therapeutic pipeline radiopharmaceuticals precision medicine infrastructure
Slide 5: A diversified, vertically-integrated radiopharma business
A diversified, vertically-integrated radiopharma business Telix has built a foundation for sustainable growth For personal use only Revenue (US$M) Expanding, global commercial portfolio 600 • Illuccix®, Gozellix® and Scintimun®: approved products • Commercially active in 35 countries1 400 783.2 517
Slide 6: Capital allocation framework
Capital allocation framework Strategically reinvesting earnings to deliver value-creation opportunities For personal use only Commercial focus / cash generation Diversify and grow revenue + increase operating leverage Four core areas of investment focused on delivering return-on-capital R&D: Late an
Slide 7: 2025 focus: Global commercial expansion
2025 focus: Global commercial expansion Launch preparation for new markets and new products For personal use only U.S. • Gozellix: follow-on PSMA • Zircaix1 BLA2 filed with • Preparing to re-file U.S. product, approved March FDA December 2024 NDA4 2025 • Expanded access program • Expanded access at
Slide 8: Telix PSMA multi-product strategy
Telix PSMA multi-product strategy Growing the U.S. market as leaders in PSMA imaging For personal use only • Protect and grow market share: Through customer experience and innovation • Expand patient reach, customer choice: Differentiated as the only company with two approved PSMA imaging agents • I
Slide 9: Therapeutics: Core to our strategy
Therapeutics: Core to our strategy Momentum building across our pipeline of differentiated assets For personal use only Progress late-stage therapeutic pipeline • Accelerate ProstACT GLOBAL pivotal trial of TLX591, first rADC1 in 1L/2L mCRPC2 • Submit INDs to progress potential first-in-class radiot
Slide 10: New clinical data reports promising efficacy data for TLX101
New clinical data reports promising efficacy data for TLX101 IPAX-Linz study substantiates patient benefit in high-grade glioma • For personal use only Phase 2, single-arm, investigator-initiated study, Glioblastoma patient (salvage) with clinically stable enrolled eight patients disease 18 months f
Slide 11: Expanding global infrastructure
Expanding global infrastructure Localized production to service major global markets For personal use only Our strategy is to: Build competitive advantage through resources and expertise Scale to meet rapid growth and demand Build partnerships to drive success Telix Partners 11
Slide 12: Case study: Lead generator
Case study: Lead generator Recently acquired companies enable development and commercial pathway For personal use only Novel biologics development Alpha Telix Targeting platform and clinically validated therapy Technology candidates with (formerly ImaginAb) pharmacokinetic characteristics Developed
Slide 13: Case study: ARTMS
Case study: ARTMS Scaling-up production to meet future demand For personal use only ARTMS’ QIS enables: Multi-Curie production of 68Ga extending patient reach QUANTM Irradiation and driving radiopharmacy System® (QIS®) efficiencies Production technology for Centralized, large-scale, cost- isotopes i
Slide 14: Delivering the plan: Near-term catalysts
Delivering the plan Near-term catalysts Deliver our late-stage Build the next Grow our industry- Expand our global For personal use only therapeutic pipeline generation of leading precision infrastructure for radiopharmaceuticals medicine business product delivery 2025 IPAX-Linz (TLX101) therapy TLX
Slide 15: Contact
For personal use only Contact: Kyahn Williamson SVP Investor Relations and Corporate Communications kyahn.williamson@telixpharma.com Illustration showing TLX250 binding to carbonic anhydrase IX and internalization
Telix Pharmaceuticals — Shareholder Meeting (May 2025) on 6ix