TELIX PHARMACEUTICALS LTD WKN: A2H7JK ISIN: AU000000TLX2 Kürzel: TLPPF Forum: Aktien Thema: Hauptdiskussion

https://www.afr.com/markets/equity-markets/fund-managers-back-market-darling-telix-pharmaceuticals-20220804-p5b786 Fund managers back market darling Telix Pharmaceuticals Aug 4, 2022 Shares in Telix Pharmaceuticals have surged more than tenfold in five years as a record June quarter of sales supports phenomenal investor interest in the cancer diagnostic and treatment business. Telix uses radio pharmaceuticals to travel through the blood to deliver radiation directly to tumours and posted $22.5 million in sales in the June quarter, after receiving approval to sell its Illuccix treatment from the US Food and Drug Administration last December. “It’s called molecularly targeted radiation, so you’re actually delivering radiation to the tumour rather than to the whole body, or a part of the body,” said Andrew Hamilton a portfolio manager and healthcare analyst at the Antares Capital Broadcap Australian Equities Fund. Antares is among Australian equities managers such as Platinum Asset Management, Perennial Partners, Fidelity, Acorn Capital, and Wilson Asset Management that own Telix shares. Sell-side stockbrokers including Jefferies, Wilsons, Taylor Collison and Bell Potter all rate the stock as a buy, with valuations between $8.50 and $10.70. Wilsons estimated Telix sold 3000 doses of Illuccix in April-June and forecast total sales could reach $174.3 million in the year ending in June 2023. The broker expects Telix to make a $32.8 million loss in financial 2023 before posting a maiden profit of $7.7 million in fiscal 2024 on sales that are projected to rocket to $262.6 million. “They’ve done a great job on execution, manufacturing, logistics, awareness and the commercial pipeline. For it to all work is a fantastic effort, we expect sales will accelerate.” Telix’s Illuccix product has two core applications. One to detect and identify all prostate cancers in high-risk men before surgery and a second application to detect prostate specific antigens (PSAs) in men who had surgery for prostate cancer, but are at risk of its return. Bianca Ogden, a healthcare analyst and portfolio manager at Platinum Asset Management, said the asset manager had held Telix shares since its initial public offer at 65¢ per share in October 2017. “We’ve always been fans of using imaging as a diagnostic,” Dr Ogden said. “Because it’s the easiest way to visualise something. We liked the idea when Telix started out to do this properly and consolidate the industry. And we’ve always invested in the targeted radiotherapy industry as a whole.” In November in Australia, Illuccix became the first prostate-specific radioactive imaging agent to gain commercial approval from the Therapeutic Goods Administration (TGA). Telix has another treatment for prostate cancer, alongside treatments for brain cancer and renal cancer in its clinical trial pipeline at Phase 2 or 3 stages. “From a valuation perspective the biggest thing in their locker is their prostate cancer therapy drug, TLX 591. That’s just at the start of Phase 3 trials, so it’s obviously a number of years away,” said Mr Hamilton. “But it still has global leadership in an emerging field, so it’s not a one trick pony. It has a deep pipeline, and we think other products coming behind look good.” Shares traded up 4 per cent to $7.72 on Thursday for an undiluted market value of $2.41 billion.

Fund managers back market darling Telix Pharmaceuticals 💰 AFR

Telix Pharmaceuticals Ltd (ASX:TLX) Der Aktienkurs von Telix ist um 4 % auf 7,41 $ gestiegen. Heute Morgen gab das biopharmazeutische Unternehmen erfreuliche regulatorische Fortschritte für seine Kernprogramme zur Bildgebung von Prostata- und Nierenkrebs in der Betriebsregion Asien-Pazifik bekannt. Dazu gehören Fortschritte auf dem wichtigsten Markt China mit seinem strategischen Partner Grand Pharmaceutical Group.

Bin gespannt auf den Kurs nächste Woche! Etwas wird er zurückgehen aber bei den Aussichten wohl nur minimal!

Jefferies raises its price target on Telix Pharmaceuticals by 34%to A$10.70/share after the first U.S. sales of its Illuccix prostate-cancer imagingproduct were surprisingly strong. Telix reported U.S. sales of $13.6 million in 2Q, whichJefferies says were well above the equivalent quarterly sales of its major competitor."In upcoming quarters, a recently granted U.S. Pass-Through code for Illuccix should leadto sales acceleration," analyst David Stanton says in a note. Jefferies now expects U.S.sales of Illuccix of 17,000 in FY 2022, up from a prior forecast of 10,000.

"Telix Pharmaceuticals Price Target Raised 34% to A$10.70/Share by Jefferies"

https://www.fool.com.au/2022/07/21/telix-share-price-soars-11-following-first-commercial-quarter/

in der Nähe von Deutschland :)

Endlich 🚀🚀

Wo ist denn dein Standort spnc? Ich verfolge deine Kommentare bei Hotcopper, falls du das bist! Telix geht gerade ab, wie eine 🚀 und das ist erst der Anfang!

genau :)

22.5m sales https://hotcopper.com.au/threads/ann-appendix-4c-and-activities-report-for-june-2022-quarter.6852403/

Noch jemand hier im Forum? Jetzt geht es doch bald ab hier, EMA für Europäische Länder im August und die Verkaufszahlen versprechen erstmalig riesige Gewinne! 💰🚀

Ich wusste gar nicht, das Telix an der Nasdaq gehandelt wird. Dort steht die Aktie gerade bei 3.64 $

https://hotcopper.com.au/threads/ann-2021-full-year-results-presentation.6602963/page-3?direction=previous

Heute 11,6% 💰💪