Telix Q3营收增19%至2.45亿澳元并维持FY2026指引，管线稳步推进但无超预期指引上调

Telix Pharmaceuticals Ltd. (TLX), a commercial-stage company, reported a financial update reflecting a 19% increase in group revenue and key operational highlights for the third quarter ended September 30, 2026. The company also reaffirmed its full-year 2026 revenue guidance.
Company ProfileTelix Pharmaceuticals develops targeted theranostics aimed at improving outcomes for cancer patients. The company's commercial portfolio is led by precision imaging products, including Illuccix and Gozellix, both gallium-68 PSMA PET imaging agents for prostate cancer, as well as Pixclara, an FDA-approved imaging agent for evaluating gliomas.
Building on its diagnostics franchise, Telix is also advancing a late-stage therapeutic pipeline of targeted radioligand therapies. Key investigational candidates include TLX591-Tx for prostate cancer, TLX101-Tx for recurrent glioblastoma, and TLX250-Tx for kidney cancer, all of which are currently being evaluated in pivotal clinical trials.
Third Quarter Financial Update
For the third quarter of 2026, Group revenue improved 19% to $245 million from $206 million in the prior year.
Precision Medicine revenue increased 30% to $201 million from $155 million over the prior year, driven by both Gozellix and Illuccix, the company said.
Looking ahead to full-year 2026, Telix reiterated its FY2026 revenue guidance of $950 million to $970 million and said revenue is tracking toward the upper end of the range.
CEO Quote
"Demand for both Gozellix and Illuccix remained strong during the quarter, with U.S. dose volumes increasing 1% quarter-over-quarter," said Christian Behrenbruch, Managing Director and Group CEO.
Operational Highlights and Near-Term Milestones
Under third-quarter operational highlights, the company said it administered the first commercial doses of recently approved Pixclara for glioma imaging in September 2026.
Following FDA review of Part 1 safety data, Telix is preparing an IND amendment to enable progression to Part 2 of the global Phase 3 ProstACT study of TLX591-Tx (177Lu rosopatamab tetraxetan) in the U.S. Enrollment in Part 2 is ongoing in seven countries outside the U.S., while regulatory approvals have been obtained to initiate the study in China and Japan.
Telix reported that enrollment has been completed in OPTIMAL-PSMA, a Phase 2 study evaluating TLX597-Tx in patients with metastatic androgen pathway modulator-resistant (mAPMR) prostate cancer. The trial enrolled 120 patients, with topline data expected in the first half of 2027.
Meanwhile, OPTIMAL-e, a Phase II study evaluating TLX597-Tx in metastatic androgen pathway modulator-naïve or -sensitive (mAPMN/S) prostate cancer, continues to enroll patients and has demonstrated strong recruitment momentum, according to the company.
LUTEON, Telix's pivotal trial of TLX250-Tx (lutetium-177 girentuximab tetraxetan) in advanced clear cell renal cell carcinoma (ccRCC) continued enrolling patients during the quarter. The study is designed to assess the safety and efficacy of the radiopharmaceutical therapy against investigator-selected standard-of-care monotherapy.
Telix said it filed an amendment to its Investigational New Drug (IND) application with the FDA to support expansion of the Phase III IPAX BrIGHT study evaluating TLX101-Tx (iodofalan 131I) into Part 1b in the United States, following full enrollment of the first cohort in Part 1.
Under the Precision Medicine Business Unit, the Phase 3 BiPASS trial of 68Ga-PSMA-11 PET combined with MRI for pre-biopsy prostate cancer diagnosis completed enrollment of 350 patients, with Telix citing strong demand for minimally invasive diagnostic alternatives.
Telix completed enrollment in the Phase 3 registrational study of TLX591-Px (Illuccix) in Japan and is preparing for NDA submission. The company said a Conditional Approval application is under PMDA review and may support an expedited path to market.
Telix's Marketing Authorization Application (MAA) for Pixlumi in Europe for brain cancer imaging remains under review.
Separately, the company is progressing a Phase 3 registrational study to support a potential label expansion for Pixclara in the diagnosis of brain metastases, following FDA clearance of its IND application.
Telix is preparing to resubmit its Biologics License Application (BLA) to the FDA for TLX250-Px, Zircaix (89Zr-girentuximab senvedoxam) for kidney cancer imaging after receiving a corrected Complete Response Letter (CRL), focusing on resolving outstanding third-party manufacturing observations. The resubmission remains a key priority for the company in 2026.
Stock Performance
TLX has traded between $6.28 and $13.11 over the last year. The stock closed Tuesday's trade at $11.16, up 3.91%.
In the overnight market, TLX is up 0.81% at $11.25.
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Business News
October 16, 2026 16:06 ET Monthly consumer price inflation data and retail sales figures were the main news from the U.S. economy this week. In Europe, monthly GDP figures from the U.K. gained attention. External trade data from China was in focus in Asia. Elsewhere, the International Monetary Fund released its latest projections for the global economy.