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Telix Pharmaceuticals (ASX:TLX) is a leading radiopharmaceutical company that growth managers back for its expanding commercial portfolio. In July 2026, Selector Funds Management reported second-quarter revenue of US$247 million, up 21% on the prior year, with precision medicine revenue up 30% to US$202 million driven by its prostate cancer imaging products. Perennial noted the shares fell despite the positive update, after earlier rising 27% as biotech sentiment recovered, while Antares highlighted a partnership with United Imaging Healthcare and progress in its Phase 3 BiPASS study. Telix operates in the Healthcare sector within the Biotechnology industry, and Thesis Tracker has captured 67 comments from 21 fund managers, including Selector, Perennial, Equity Trustees and Antares. Founded in 2015 and headquartered in Melbourne, Telix develops and commercialises radiopharmaceuticals for cancer imaging and treatment, including Illuccix and Gozellix for prostate cancer imaging, with therapy candidates in clinical development.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Milford Asset Management, Monash Investors, Equity Trustees Asset Management, Yarra Capital Management, Pengana Capital Group, Mint Asset Management, Selector Funds Management, Clime Investment Management, Glennon Small Companies, Bennelong Australian Equity Partners, Sage Capital, SG Hiscock & Company, Antares Capital, Perennial Partners, Sterling Managed Investments, Eiger Capital, Australian Eagle Asset Management, Pendal Group, Greencape Capital, Ellerston Capital, Lennox Capital Partners and Ralton Asset Management have invested in Telix Pharmaceuticals Ltd (ASX:TLX).
Managers highlight strong revenue growth in precision medicine imaging, trading ahead of guidance, a partnership with United Imaging Healthcare and progress in late-stage trials, according to Selector, Equity Trustees and Antares.
Perennial notes Telix fell 14% in a month despite positive results, showing volatility tied to biotech sector sentiment, and the company's longer-term value depends on regulatory and clinical success for its therapy pipeline.
Telix Pharmaceuticals Limited is a Melbourne-based biopharmaceutical company focused on the development and commercialization of clinical-stage radiopharmaceutical oncology assets. Founded in 2015, the company operates across three segments: Commercial, Product Development, and Group and Unallocated. Its primary commercial asset is Illuccix. The pipeline targets prostate, renal, and glioblastoma cancers, with key products including TLX250, TLX591, and TLX101. Telix specializes in advanced cancer care solutions, driving innovation in molecularly-targeted radiation through its global product development and regulatory efforts.
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.