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Telix-20260112 JP Morgan Presentation vFINAL (1) 1.pdf

上传人: 明**** 编号:1069799 2026-01-17 25页 2.44MB

1、J.P.Morgan Healthcare Conference PresentationDr.Christian BehrenbruchManaging Director and Group CEO12 January 2026ASX:TLX|NASDAQ:TLXThis presentation should be read together with our risk factors,as disclosed in our most recently filed reports with the Australian Securities Exchange(ASX),U.S.Securi

2、ties and Exchange Commission(SEC),includingour Annual Report on Form 20-F filed with the SEC,or on our website.The information contained in this presentation is not intended to be an offer for subscription,invitation or recommendation with respect to shares of Telix Pharmaceuticals Limited(Telix)in

3、any jurisdiction,including theUnited States.The information and opinions contained in this presentation are subject to change without notification.To the maximum extent permitted by law,Telix disclaims any obligation or undertaking to update orrevise any information or opinions contained in this pre

4、sentation,including any forward-looking statements(as referred to below),whether as a result of new information,future developments,a change in expectationsor assumptions,or otherwise.No representation or warranty,express or implied,is made in relation to the accuracy or completeness of the informat

5、ion contained or opinions expressed in this presentation.This presentation may contain forward-looking statements,including within the meaning of the U.S.Private Securities Litigation Reform Act of 1995,that relate to anticipated future events,financial performance,plans,strategies or business devel

6、opments.Forward-looking statements can generally be identified by the use of words such as“may”,“expect”,“intend”,“plan”,“estimate”,“anticipate”,“believe”,“outlook”,“forecast”and“guidance”,or the negative of these words or other similar terms or expressions.Forward-looking statements involve known a

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1. **商业化进展**:2025年前三季度营收达5.96亿美元(同比增长59%),全年指引8亿-8.2亿美元;Illuccix®和Gozellix®两款PSMA-PET成像剂在17国获批,Scintimun®在32国获批。 2. **研发管线**:聚焦精准医疗与治疗创新,推进TLX591-Tx(前列腺癌III期)、TLX101-Tx(胶质母细胞瘤II期)等候选药物;TLX592-Tx(α疗法)进入I期。 3. **制造与供应链**:通过RLS收购强化全球产能,ARTMS-QIS®技术提升Ga-68产量,日本横滨新回旋加速器设施启用。 4. **市场潜力**:PSMA-PET+MRI诊断前列腺癌(BiPASS试验)或新增80万例/年扫描;美国肿瘤治疗市场总规模达320亿美元。
Telix前景如何? 疗效突破在哪? 市场潜力多大?
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