MELBOURNE, Australia and PALO ALTO, Calif., Dec. 10, 2025 (GLOBE NEWSWIRE) -- Telix Pharmaceuticals Limited (ASX: TLX, NASDAQ: TLX, “Telix”) today announces a strategic clinical collaboration with Varian, a Siemens Healthineers company and global leader in radiation oncology, to develop novel clinical applications that combine Telix’s theranostic products and external beam radiation therapy (EBRT). EBRT is a widely used and validated treatment suitable for most solid malignant tumors. This treatment is typi ...

Key Takeaways GEHC and URMC formed a 7-year Care Alliance to expand advanced imaging and monitoring.The alliance targets MRI, CT, PET/CT, SPECT/CT and ultrasound upgrades along with workflow standardization.The partnership boosts GEHC's enterprise reach with unified monitoring and long-term service ties.GE HealthCare (GEHC) and the University of Rochester Medical Center (URMC) entered into a seven-year Care Alliance aimed at expanding advanced imaging, strengthening precision medicine and standardizing pati ...

Financial Data and Key Metrics Changes - The company reported a total revenue increase of 22% to $64 billion, driven by strong demand in pharmaceuticals and growth across all five operating segments [10][11] - Operating earnings grew by 37% and EPS increased by 36%, with Q1 EPS reported at $2.55 [9][10] - Gross profit rose by 22% to $2.3 billion, while SG&A expenses increased by 14% to $1.5 billion [10][11] - The effective tax rate for Q1 was 21.9%, about 100 basis points better than the previous year [11] Business Line Data and Key Metrics Changes - Pharmaceutical and Specialty Solutions segment revenue increased by 23% to $59 billion, with segment profit rising by 26% to $667 million [12] - The GMPD segment saw a revenue increase of 2% to $3.2 billion, with profit rising to $46 million [13][14] - Other businesses reported a revenue increase of 38% to $1.6 billion and a profit increase of 60% to $166 million [15] Market Data and Key Metrics Changes - The company experienced strong pharmaceutical demand across brand, specialty, generics, and consumer health, with approximately 6 percentage points of revenue growth attributed to GLP-1 sales [12] - The GMPD segment faced slight headwinds from tariffs, which are expected to increase in Q2 [14][20] Company Strategy and Development Direction - The company is focused on expanding its Specialty Alliance and integrating Solaris Health to enhance its multi-specialty platform [6][24] - Investments are being made to modernize the national pharmaceutical distribution network and improve service levels [23] - The company is committed to innovation and expanding its service offerings, particularly in home health care and biopharma solutions [28][30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand environment and the company's ability to capitalize on it, with an increased EPS guidance range of $9.65 to $9.85 for the fiscal year [10][17] - The company anticipates continued strong demand in pharmaceuticals and specialty solutions, with a focus on operational execution and efficiency [23][30] Other Important Information - The company generated $1.3 billion in adjusted free cash flow during Q1 and returned $500 million to shareholders through dividends and share repurchases [16] - The company is increasing its adjusted free cash flow guidance to a range of $3 billion to $3.5 billion for the full year [17] Q&A Session Summary Question: Broader momentum and M&A contribution - Management highlighted strong demand trends and the contribution of MSO platforms to growth, with Solaris Health expected to add approximately 3% to the overall growth [33][40] Question: Policy changes and opportunities - Management noted that policy changes aimed at improving access to affordable healthcare could be neutral to positive for the company, driving utilization [46][48] Question: Growth outlook for Pharmaceutical and Specialty Solutions - Management indicated that while strong growth is expected, it will not be outsized compared to historical levels, with a focus on operational improvements [52][54] Question: Competitive landscape changes - Management acknowledged that a competitor's divestiture could create opportunities, but emphasized the importance of service level and performance [90][91] Question: MSO assets and drug spending trends - Management confirmed that specialty growth is broad across therapeutic areas, with a focus on autoimmune, neurology, and oncology [95][96]

Core Viewpoint - Perspective Therapeutics, Inc. has initiated the treatment of the first patient in the second cohort of its Phase 1/2a trial for the radiopharmaceutical [Pb]PSV359, targeting solid tumors expressing fibroblast activation protein alpha (FAP-α) [1][3] Group 1: Clinical Trial Details - The second cohort of the trial involves patients receiving [Pb]PSV359 at a dose of 5.0 mCi for up to four doses every eight weeks, with a recommendation from the Safety Monitoring Committee to evaluate higher doses based on initial patient responses [2][5] - The primary objective of the trial is to assess the safety and tolerability of various doses of [Pb]PSV359, aiming to determine the recommended Phase 2 dose for further study [5] Group 2: Mechanism and Targeting - [Pb]PSV359 is designed to target tumor sites expressing FAP-α, which is associated with several prevalent solid tumors, providing a potential treatment option for patients with limited alternatives [4][6] - FAP-α is predominantly expressed on cancer-associated fibroblasts in the tumor microenvironment and is linked to poor prognosis in various solid tumors, including pancreatic and colorectal cancers [6] Group 3: Company Overview - Perspective Therapeutics, Inc. specializes in developing radiopharmaceuticals that utilize alpha-emitting isotopes to deliver targeted radiation to cancer cells, enhancing treatment efficacy while minimizing toxicity [7] - The company is also advancing complementary imaging diagnostics that utilize the same targeting moieties, facilitating personalized treatment approaches [7][8]

Summary of Radiopharm Theranostics (RADX) Update / Briefing August 26, 2025 Company and Industry Overview - **Company**: Radiopharm Theranostics (RADX) - **Industry**: Oncology, specifically focusing on prostate cancer treatment and radiopharmaceutical therapies Key Points and Arguments 1. **Prostate Cancer Treatment Landscape**: The treatment of prostate cancer has evolved significantly, moving from traditional methods like surgery and chemotherapy to incorporating genetics, molecular imaging, and targeted therapies, including immunotherapy and radiopharmaceuticals [11][12][30] 2. **B7-H3 as a Target**: B7-H3 is highlighted as a promising new target for prostate cancer treatment, being highly expressed in various tumors, including 93% of castrate-resistant prostate cancer cases. This makes it a viable alternative to PSMA-targeted therapies, especially in cases where PSMA expression is low [39][41][43] 3. **Need for New Therapies**: There is a critical need for more effective therapies for metastatic castration-resistant prostate cancer, as current treatments often provide limited survival benefits [18][30] 4. **NCCN Guidelines**: The National Comprehensive Cancer Network (NCCN) guidelines are discussed, emphasizing the importance of treatment sequencing and the variety of options available based on prior therapies [19][20] 5. **Theranostics Concept**: The concept of theranostics is introduced, where ligands are designed to bind to specific cancer cell targets, allowing for both diagnosis and treatment using radiopharmaceuticals [24][25] 6. **Clinical Trials and FDA Approvals**: The presentation mentions several clinical trials demonstrating survival benefits from new therapies, including the FDA approval of Plavicto (lutetium-177) for prostate cancer treatment [27][28][51] 7. **BetaBART Development**: The development of BetaBART, a humanized monoclonal antibody targeting the four Ig isoform of B7-H3, is presented as a novel approach in radioimmunotherapy, with plans for a Phase 1 trial in 2025 [51][66] 8. **Competitive Landscape**: The competitive landscape for B7-H3 targeting is discussed, noting that while there are other modalities like ADCs and CAR T-cell therapies, the unique properties of BetaBART provide a competitive advantage [75][78][87] 9. **Immunological Memory**: Evidence of secondary immune memory from prior treatments suggests that BetaBART may not only target tumors but also enhance the immune response against them [64][66] 10. **Market Potential**: The potential market for B7-H3 targeting therapies is significant, with opportunities extending beyond prostate cancer to other solid tumors [46][51] Other Important but Overlooked Content 1. **Challenges with Current Therapies**: The limitations of existing therapies, including the need for better options post-Plavicto treatment, are emphasized, highlighting the urgency for innovation in this space [30][102] 2. **Mechanism of Action**: The mechanism of action for BetaBART is discussed, focusing on its ability to selectively target the four Ig isoform of B7-H3 while minimizing off-target effects and toxicity [49][66] 3. **Future Directions**: The discussion includes the need for randomized control groups in future trials to better assess the efficacy of new treatments [31] This summary encapsulates the critical insights from the briefing, focusing on the advancements in prostate cancer treatment, the significance of B7-H3 as a target, and the innovative approaches being developed by Radiopharm Theranostics.

Financial Data and Key Metrics Changes - Group revenues improved by 63% year on year, reaching $390 million, driven by growth in Elucix and the addition of third-party revenue from RLS [7][8][9] - Precision medicine revenues increased by 30% year on year, with EBITDA improving by 24% [7][8] - Gross margins in the precision medicine business remained stable at 64%, while the group's gross margin was 53% [8][11] Business Line Data and Key Metrics Changes - The precision medicine business saw a revenue increase of 29%, with adjusted EBITDA improving by $20 million year on year [12][13] - RLS contributed $79 million in revenues, with gross margins at 7% [14][15] - Selling and marketing expenses increased to 13% of revenue from 10% last year, reflecting preparations for product and geographic expansion [11] Market Data and Key Metrics Changes - The company secured marketing authorizations for Elucix in over 23 countries, with ongoing launches in key markets like France, Germany, Italy, and Spain [42][43] - The global rollout of Elucix is progressing well, with strong uptake in the UK following its launch [41][42] Company Strategy and Development Direction - The company is focused on four strategic pillars: expanding precision medicine, delivering on late-stage therapeutics, building a next-generation pipeline, and expanding global delivery infrastructure [4][17] - The acquisition of RLS is seen as a strategic investment to enhance US presence and improve manufacturing capabilities [27][31] - The company aims to transition from a single product to a multi-product, multi-region organization, leveraging its global infrastructure for future therapeutic rollouts [23][26] Management's Comments on Operating Environment and Future Outlook - Management emphasized the importance of maintaining operational efficiency and investing in R&D to support long-term growth [8][19] - The company is committed to building long-term asset value rather than optimizing near-term EPS growth, focusing on strategic investments to unlock the full potential of its pipeline [19][20] - Management expressed confidence in the company's ability to navigate the current operating environment and continue delivering value to shareholders [74] Other Important Information - The company is responding to an SEC subpoena regarding disclosure activities related to prostate cancer therapeutic candidates, clarifying that there are no allegations or charges against the company [36] - The company is focused on maintaining a healthy cash position, ending the half-year with $27 million in cash on hand [8][16] Q&A Session Summary Question: Outlook for gross margins and impact of PSMA pricing changes - Management noted that Elucix's gross margin remained consistent at 64%, while RLS achieved a 7% gross margin [79][80] - The integration of RLS is expected to improve gross margins as more Elucix products are distributed through the RLS network [81] Question: Guidance and growth of Elucix moving forward - Management confirmed that July 1 marked the end of pass-through status for one product, but reported 7% growth quarter on quarter in volume [86][87] - The company is implementing a stabilization strategy to bridge the gap between products coming off and gaining reimbursement [88][89] Question: Launch readiness for Zurkayx - The commercial team is prepared for the launch, leveraging existing customer relationships from Elucix [94][96] - An expanded access program has been successful, indicating strong market readiness for Zurkayx [95][96]

Core Insights - GE HealthCare Technologies (GEHC) reported a 7% year-over-year revenue increase to $5.25 billion in Q2 2025, driven by strong performance in Imaging, Patient Care Solutions, and Pharmaceutical Diagnostics, with adjusted EPS at 97 cents [1][2] - Management reaffirmed its full-year outlook, citing confidence in operational momentum, productivity initiatives, and expanding margins, positioning GEHC for near and long-term growth [2] Short-Term Growth Drivers - Imaging and Equipment Demand: The Imaging segment experienced mid-single-digit revenue growth, supported by robust demand for CT, MR, and ultrasound systems, with hospitals refreshing equipment fleets to meet rising patient volumes [3] - Productivity and Margin Gains: GEHC achieved nearly 150 basis points of adjusted operating margin expansion year-over-year, driven by sourcing efficiencies and lean manufacturing initiatives, improving supply-chain reliability and reducing logistics costs [4] - Pharmaceutical Diagnostics Momentum: The Pharmaceutical Diagnostics segment grew at a double-digit pace, benefiting from strong demand for contrast media and geographic expansion, with production capacity upgrades alleviating prior constraints [5][8] Long-Term Growth Drivers - AI and Digital Health Integration: GEHC's long-term strategy includes embedding AI into imaging and monitoring workflows, with the Edison AI platform supporting over 100 applications, enhancing diagnostic accuracy and clinician productivity [9] - Global Expansion and Emerging Markets: International markets, particularly Asia-Pacific and Latin America, showed double-digit growth, supported by government-led healthcare investments, with localized R&D and manufacturing enhancing competitiveness [10] - Theranostics and Precision Medicine: GEHC is investing in theranostics and precision medicine, collaborating with pharmaceutical partners to capture growth at the intersection of diagnostics and therapy, positioning itself for future demand in personalized treatment [11] Challenges - Foreign Exchange and Macro Pressures: A strong U.S. dollar negatively impacted quarterly revenues by nearly 200 basis points, with persistent FX headwinds and inflationary pressures posing ongoing challenges [14] - Competitive Landscape: GEHC faces strong competition in the medtech sector, particularly from Philips and Siemens Healthineers in AI-enabled imaging, necessitating sustained innovation and commercial execution [15] - Execution Risk in Transformation: The integration of AI into clinical workflows carries execution risks, requiring robust regulatory approvals and clinician adoption, with potential delays impacting margin expansion [16] Conclusion - GE HealthCare's Q2 2025 results highlight its ability to balance growth, innovation, and operational discipline, with immediate momentum from Imaging demand and long-term opportunities in AI and global expansion, making it a standout in the medtech sector [20][21]

Summary of Cardinal Health's 2025 Investor Day Company Overview - **Company**: Cardinal Health (CAH) - **Event**: 2025 Investor Day held on June 12, 2025 Key Industry Insights - **Healthcare Industry Role**: Cardinal Health positions itself as a crucial link in the healthcare supply chain, connecting manufacturers to patients through a complex distribution network [7][31] - **Market Trends**: The aging population and ongoing healthcare innovations are driving demand in the healthcare sector, providing a "rising tide" of volume for the industry [32] Core Business Strategies - **Core Distribution Focus**: The company emphasizes strengthening its core distribution business, which is foundational for future growth and profitability [19][20] - **Specialty Solutions Growth**: Specialty solutions remain the highest growth priority, with a focus on organic and inorganic investments in this segment [21][50] - **Investment in Automation**: Cardinal Health is investing in automation to enhance distribution efficiency and capacity, which is critical for meeting customer needs [13][40] Financial Performance and Guidance - **Earnings Growth**: The company raised its fiscal 2025 EPS guidance and confirmed a long-term EPS growth target of 12-14% for fiscal years 2026-2028 [27][55] - **Capital Deployment**: Over the past two years, Cardinal Health has returned nearly $3 billion to shareholders while also increasing capital expenditures by over 50% compared to four to five years ago [25][24] Specialty Solutions and Partnerships - **Specialty Alliance Formation**: The formation of the Specialty Alliance aims to enhance capabilities in gastroenterology, urology, and oncology, leveraging existing infrastructure and expertise [41][90] - **Managed Service Organizations (MSOs)**: The company is expanding its MSO platforms to support independent physicians, providing back-office support and enhancing care delivery [92] Innovations and Technology - **New Distribution Centers**: Cardinal Health is launching a new flagship distribution center with advanced automation technology to improve service levels and efficiency [40][69] - **Technology Investments**: Significant investments in technology infrastructure, including a new ordering platform (Vantas HQ), are aimed at improving customer experience and operational efficiency [70] Market Position and Competitive Advantage - **Diverse Customer Base**: The company serves a wide range of customers, including independent pharmacies, health systems, and specialty practices, allowing it to adapt to various market needs [64][65] - **Strategic Sourcing**: Strong relationships with brand manufacturers and partnerships with CVS enhance product availability and cost efficiency, contributing to profitable growth [66] Future Outlook - **Growth Opportunities**: Cardinal Health anticipates significant growth in its specialty segment, with expectations of doubling the number of supported products in the next three years [98][106] - **Resilience in Cash Flow**: The company has demonstrated strong cash flow resilience, with a consistent upward trend over long periods, indicating robust operational performance [36][37] Conclusion - **Commitment to Innovation**: Cardinal Health is focused on continuous improvement and innovation to meet evolving customer and patient needs, positioning itself for sustained growth in the healthcare industry [34][55]

Core Insights - IBA has signed a contract with PET Pharm Bio to establish a PET and SPECT isotopes production center in Taipei, Taiwan, utilizing the Cyclone IKON cyclotron technology [1][4] - The new facility will produce novel radiopharmaceuticals for theranostics and targeted therapies, including isotopes such as Germanium-68, Iodine-123, Thallium-201, Zirconium-89, and Copper-64 [3][4] - The Cyclone IKON solution is expected to enhance PET Pharm Bio's capabilities in the radiopharmaceutical market, positioning it as a leader in Taiwan and Southeast Asia [4] Company Overview - PET Pharm Bio, established in 2011, focuses on the research, development, and production of radiopharmaceuticals, aiming to improve patient health and advance precision diagnosis and treatment in nuclear medicine [6] - IBA is recognized as the world leader in particle accelerator technology, providing equipment and services in proton therapy, industrial sterilization, and radiopharmaceuticals, with a workforce of approximately 2,100 employees [7] Financial Aspects - The typical end-user price for a Cyclone IKON solution ranges from EUR 10 million to EUR 15 million, depending on options and associated equipment [3]

TABLE OF CONTENTS Registration No. 333-279471 As filed with the United States Securities and Exchange Commission on June 5, 2024. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Telix Pharmaceuticals Limited (Exact name of registrant as specified in its charter) Australia 2834 Not Applicable (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code ...