
TLX Stock Forecast & Price Target
TLX Analyst Ratings
Bulls say
Telix Pharmaceuticals is well positioned for growth because Illuccix provides a strong commercial base while the broader radiopharmaceutical platform adds multiple catalysts across diagnostics and therapeutics. The company’s pipeline is supported by compelling clinical data, including ITM-11’s median PFS of 23.9 months versus 14.1 months with everolimus and its lower Grade 3/4 treatment-related adverse events of 18% versus 40%, plus Pixclara’s first FDA-approved FET-PET indication for gliomas. Financially, ITM generated $273MM of revenue in 2025, $156MM in 1H26, and is expected to contribute about $106MM of annualized 2026 EBITDA, while combined pro forma 2026 revenue and other income may exceed ~$1.3B.
Bears say
Telix Pharmaceuticals is exposed to significant execution risk because the valuation depends heavily on uncertain pipeline success, including only 10%, 35%, and 65% approval probabilities for TLX591/TLX592 across key prostate cancer settings. Its $6.66B estimated market value relies on Illuccix and Gozellix carrying the revenue base, while future upside from Zircaix is still only risk-adjusted and contingent on 95% probability assumptions. The negative outlook is reinforced by explicit risks of clinical setbacks, regulatory delays or failures, competitive pressure, inability to meet sales estimates, and long-term dilution risk.
This aggregate rating is based on analysts' research of Telix Pharmaceuticals Ltd and is not a guaranteed prediction by Public.com or investment advice.
TLX Analyst Forecast & Price Prediction
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