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TLX

Telix Pharmaceuticals American Depositary Shares

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-12 Market data 3 days old USD 9.36 Healthcare - BiotechnologyAWAIT ENTRY
BLOCKED - NOT ACTIONABLEMethodology gate: buy_preconditions_failed
64

Position levels

Currenttoday
USD 9.36
Buy <=wait / entry
USD 9.00
Trim >=take some off
USD 12.20
Thesis breakA negative EMA opinion or FDA action on TLX101-Px, a failed pivotal readout in a...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case51%62 / 10031.6
Bear case16%10 / 1001.6
Weighted conviction64 / 100 - OPPORTUNISTIC BUY

Top risks

  • M&A activity with planned $1.65B ITM acquisition
  • 2026 revenue guidance of US$950 - 970 million
  • European marketing authorization application for TLX101-Px
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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