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TLX

Telix Pharmaceuticals American Depositary Shares

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old USD 11.52 AWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
USD 11.52
Buy <=wait / entry
USD 9.33
Trim >=take some off
USD 14.00
Thesis breakA material adverse FDA action on TLX591-Tx, a clear slowdown in Illuccix revenue...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case26%100 / 10026.0
Base case49%62 / 10030.4
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Analyst consensus Strong Buy rating (75%) with $21.13-$22 price targets based on TLX591-Tx trial progress and Illuccix revenue
  • FDA meetings and alignment on clinical trial protocols, statistical analysis plans for TLX591-Tx
  • Current revenue from US sales of Illuccix supporting near-term growth
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.