Telix Pharmaceuticals Limited (TLX) Discusses Revenue Growth, Prostate Cancer Imaging Portfolio, and Expansion into Brain and Kidney Cancer Transcript

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Telix Pharmaceuticals Limited (TLX) Discusses Revenue Growth, Prostate Cancer Imaging Portfolio, and Expansion into Brain and Kidney Cancer March 17, 2026 3:00 PM EDT

Company Participants

Christian Behrenbruch – Co-Founder, MD, Group CEO & Executive Director
David Cade – Group Chief Medical Officer

Conference Call Participants

Robert Burns – H.C. Wainwright & Co, LLC, Research Division

Presentation

Robert Burns
H.C. Wainwright & Co, LLC, Research Division

Thank you for joining us today. I’m Robert Burns, the Managing Director and Senior Biotech Analyst at H.C. Wainwright. I’m joined today by Chris Behrenbruch, the CEO of Telix; and David Cade, the CMO of Telix. Gentlemen, thank you for joining us today.

Christian Behrenbruch
Co-Founder, MD, Group CEO & Executive Director

Thanks very much. Good to see you, Robbie.

Robert Burns
H.C. Wainwright & Co, LLC, Research Division

Awesome. So why don’t we just dive in?

Question-and-Answer Session

Robert Burns
H.C. Wainwright & Co, LLC, Research Division

For those who may be unfamiliar with Telix, can you give us a brief overview of the company and give us a recap of your 2025 earnings that led to a strong year-over-year growth as well as the disease areas that you’re focused on?

Christian Behrenbruch
Co-Founder, MD, Group CEO & Executive Director

Yes. Thanks. So we’re a fully vertically integrated radiopharma company specializing in oncology. We have a portfolio of focus in urologic oncology and neuro-oncology in particular. We are a commercial stage company. This past year, we did just over $800 million in sales, primarily around our U.S. prostate cancer imaging franchise. That’s our — we have two approved FDA-approved products in that space and very active product portfolio on the therapy trials, which I’m sure we’ll get to at some point as well.

But in terms of commercial performance, we’ve just put out our guidance for



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