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Clarity Pharmaceuticals Ltd ASX:CU6

0 opened or increased3 held1 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 7 managers in total.

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202420252026

31 Aug 2023 to today

Commentary Showing 2 of 34

DateManagerActionSummary

30 Jun 2026Perennial PartnersHeldPerennial Partners continues to hold Clarity Pharmaceuticals despite a modest 1.0% detraction amid a broader de-rating of clinical-stage, pre-revenue Australian biotechnology names, as investors demand greater near-term cash-generation certainty. The manager believes the decline is more consistent with end-of-financial-year tax-loss selling, Federal Budget tax changes, and positioning rather than any identifiable deterioration in fundamentals.

BiotechnologyMonthly Report, price recorded $2.14

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31 May 2026Perennial PartnersHeldPerennial Partners continues to hold Clarity Pharmaceuticals despite the stock declining approximately 12% during the period without an identifiable company-specific catalyst. Perennial believes the weakness may have been driven by tax-loss selling and capital gains tax changes stemming from the Australian Federal Budget, rather than any deterioration in the company's clinical or operational outlook.

RadiopharmaceuticalsMonthly Report, price recorded $2.36

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Articles

About Clarity Pharmaceuticals Ltd

Healthcare, Pharmaceuticals

Clarity Pharmaceuticals (ASX:CU6), a clinical-stage radiopharmaceutical developer, is held by growth managers for its prostate cancer diagnostic and treatment pipeline. In June 2026, Perennial Partners noted Clarity declined amid a broader de-rating of clinical-stage, pre-revenue Australian biotechnology stocks as investors demanded nearer-term cash generation. Pengana highlighted a manufacturing agreement with Nucleus RadioPharma to produce up to 600,000 doses a year of its copper-64 diagnostic, and earlier positive data from its Co-PSMA trial. Clarity Pharmaceuticals operates in the Healthcare sector within the Pharmaceuticals industry, and Thesis Tracker has captured 34 comments from 7 fund managers, including Perennial Partners and Pengana. Founded in 2010 by Matthew Harris and headquartered in Eveleigh, Sydney, Clarity develops targeted copper-based radiopharmaceuticals for diagnosing and treating cancers, including prostate cancer and neuroblastoma, using its SAR technology platform.

Market cap: $645m
Price to earnings: Loss-making
Return on equity: -77.5%
Dividend yield: 0.0%
Price to book: 5.21x
Net margin: -1018.8%
52-week range: $1.72 to $5.32

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Clarity Pharmaceuticals Ltd (ASX:CU6)?

Fund managers including Frazis Capital Partners, Pengana Capital Group, SG Hiscock & Company, Endeavor Asset Management, Ausbil Investment Management, Blackwattle Investment Partners and Perennial Partners have invested in Clarity Pharmaceuticals Ltd (ASX:CU6).

What opportunities or catalysts do fund managers highlight for Clarity Pharmaceuticals Ltd?

Pengana highlights a manufacturing agreement for up to 600,000 annual doses of its Cu-64 diagnostic and promising Co-PSMA trial data, while Perennial notes a catalyst-rich period of upcoming regulatory and clinical milestones.

What are the key risks to the Clarity Pharmaceuticals Ltd investment thesis, according to fund managers?

Perennial notes Clarity is highly volatile month to month and was affected by a broad de-rating of pre-revenue biotechnology stocks as investors favour nearer-term cash generation. Pengana observed the shares fell even after positive news.

What does Clarity Pharmaceuticals Ltd (ASX:CU6) do?

Clarity Pharmaceuticals Ltd. is a clinical-stage radiopharmaceutical company founded by Matthew Harris in 2010. Headquartered in Eveleigh, Australia, the firm specializes in the research, development, and clinical evaluation of a portfolio of novel radiopharmaceutical products. As a clinical-stage entity, Clarity Pharmaceuticals focuses on advancing its pipeline to address unmet needs in diagnostic and therapeutic oncology through innovative radiopharmaceutical technology.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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