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

Vielen Dank für deinen Hinweis👍

Hier was Positives, wurde wohl noch nicht gepostet: http://grandpharm.com/news/the-ind-of-grand-pharmas-global-innovative-rdc-tlx591-cdx-and-tlx250-cdx-has-been-accepted-by-nmpa/

Es geht um ca. 10 Mio Anteile. Wird vielleicht eine kleine Delle im Aufwärtstrend geben, weil die Anteile mit ordentlich Rabatt angeboten werden, längerfristige Auswirkungen sollte es nicht haben.

Gesamtvolumen $ 73 Mio, nicht 73 Mio Anteile. Feiner Unterschied, den man beachten sollte. https://hotcopper.com.au/threads/afr-china%E2%80%99s-grand-decade-drops-73-m-telix-stakes.6889819/

AFR- Chinas Grand Decade gibt 73 Mio. Telix-Anteile ab! Was meint ihr, wie wird sich das auswirken auf den Kurs? Mit der Zulassung von Illuccix in Europa wird es wohl noch dauern!

Nicht alle Aktieninfo Portale listen TLX; [ASX200] vl. min actual/quality Sydney Airport to be removed from the S&P/ASX 200 Index SYDNEY, FEBRUARY 03, 2022: S&P Dow Jones Indices announced today that it will remove Sydney Airport (XASX: SYD) from the S&P/ASX 200, subject to final court approval of the scheme of arrangement whereby the company will be acquired by Sydney Aviation Alliance Pty Ltd. S&P Dow Jones will remove Sydney Airport from the S&P/ASX 200 effective prior to the open of trading on February 10, 2022. Sydney Airport will be replaced by Telix Pharmaceuticals Limited (XASX: TLX) in the S&P/ASX 200 effective prior to the open of trading on February 10, 2022. For more information about S&P Dow Jones Indices, please visit www.spglobal.com/spdji.

Sorry, hatte ich übersehen, weil es außerhalb des normalen Rebalancing passiert ist als Ersatz für ein übernommenes Unternehmen. Der Kurs/MK März bis Juni war weit unterhalb der Anforderungen für ASX200, deshalb ist mir das entgangen.

Actually, TLX is already (and still) in ASX200 https://www.marketindex.com.au/asx-listed-companies number #159, und seit Februar 2022 (statt Sydney Airport). Warum sagst du das??

Ja, bis zum 9. August, in der nächsten Woche!

Very interesting info thanks for that! Indeed.

Also . Girentucimab (250-CDx) Phase III evtl. schon im September erste Ergebnisse, verstehe ich das richtig? Habt ihr irgendwo gelesen, wann jetzt endlich die EMA für Illuccix (591-CDx) ansteht? Telix hatte ja bis zum 9. August um Aufschub für evtl. Nachreichungen gebeten!

Die Zeit vom 12.- 26. August ist maßgeblich für die Berechnung des nächsten ASX-Rebalancing im September. Wenn der Kurs stabil bleibt, könnte der Aufstieg in den ASX200 gelingen. Viele Fonds/ETFs investieren nicht unterhalb ASX200, deshalb gibt es bei Eintritt in der Regel einen ordentlichen Schub, weil Institutionelle einsteigen. Eine der Perlen an der ASX, die hier niemand auf dem Schirm hat.

https://www.wilsonsadvisory.com.au/news/reporting-season-preview-2022 Wilsons analysts recently increased full year FY22 revenue forecast by +28% to $85.9m.

https://vimeo.com/735342156 https://hotcopper.com.au/threads/telix-in-china.6873262/ "on TLX250-CDx: it's very significant number of patients, we have the ability to change the upfront diagnosis and staging and management of these patients in a profoundly effective way, so, watch out for the outcome of the Zircon Phase III trial later this year, around September timeframe."

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