2QFY26: Sequential US PSMA PET PCa Dx Volume increase of 7%

研报英文原文证据摘录

2QFY26: Sequential US PSMA PET PCa Dx Volume increase of 7%

o 1QCY26 median Illuccix MUC Figure 1 - Telix - ex-RLS revenue by quarter

(US$m)

reimbursement at US$3,118. Commercial insurers generally follow CMS reimbursement. 300 (US$m) (Assumed entry pf LNTH TruVu)

174 200

150 100 67 80 83 97 116 126 134 145 153 158 160 163 186 202 218Telix previously announced FDA Alignment to Advance ProstACT Global Trial. TLX

announced the successful outcome of a Type B meeting with the US FDA to review the Part 1 500

1QFY23A 2QFY23A 3QFY23A 4QFY23A 1QFY24A 2QFY24A 3QFY24A 4QFY24A 1QFY25A 2QFY25A 3QFY25A 4QFY25A 1QFY26A 2QFY26A 3QFY26E 4QFY26Esafety and dosimetry data and Part 2 protocol design of the ProstACT Global Phase 3 trial of its .

therapeutic candidate TLX591-Tx in mCRPC. The FDA has confirmed that the safety data from Source: Company data, Jefferies estimates

Part 1 of the study is sufficient to enable progression of Part 2 of ProstACT Global into the US. Figure 2 - Telix - ex-RLS revenue by halves (US

$m)

TLX progresses TLX250-Tx into Phase 3 in relapsed or recurrent clear cell Renal Cell Cancer 500 (US$m)

388 392

311 323(ccRCC). TLX announced the start of the randomized, prospective, open label, multi-centre 400300 240 277

200 147 180Phase 3 LUTEON study in which TLX250-Tx is being tested as a potential radiotherapy for

relapsed or recurrent ccRCC. LUTEON forms part of Telix’s global development program for 1000

TLX250-Tx. Part 1 of the trial is expected to enroll up to 40 patients. As this trial has moved .Source:1HFY23ACompany2HFY23A data,1HFY24AJefferies2HFY24A 1HFY25Aestimates2HFY25A 1HFY26A 2HFY26E

from Phase 2 to Phase 3, our risk-weighting for the trial has increased to c61%, from c21%, in

line with DeMasi data. Hence our NPV for this opportunity moves to A$2.13.