Telix Pharmaceuticals (NasdaqGS:TLX) FY Conference January 12, 2026 12:00 PM ET Company ParticipantsChristian Behrenbruch - CEOConference Call ParticipantsChris Cooper - AnalystNone - AnalystChris CooperWe'll have some important FDA meetings.Christian BehrenbruchOkay.Chris CooperOkay, good morning. Thanks for joining us here at the J.P. Morgan Healthcare Conference. My name is Chris Cooper. I cover Australian healthcare here at J.P. Morgan. For this session, we're very fortunate to be joined by Christian Be ...

Lumexa Imaging (NasdaqGS:LMRI) FY Conference January 12, 2026 10:30 AM ET Company ParticipantsCaitlin Zulla - CEOTony Martin - CFOChristian Behrenbruch - CEOJason Coloma - CEOConference Call ParticipantsNone - AnalystAnupam Rama - Senior Biotech AnalystBen Rossi - Healthcare Facilities AnalystChris Cooper - Australian Healthcare AnalystBen RossiThank you all for joining us here in person. And for those joining us via webcast, my name is Ben Rossi, and I'm the Healthcare Facilities Analyst here at JPMorgan. ...

Core Insights - Telix Pharmaceuticals Limited is recognized as one of the most oversold healthcare stocks in 2025, focusing on precision oncology and targeted radiotherapies with active clinical programs in prostate cancer and rare oncologic conditions [1] Financial Performance - In the 2025 half-year update, Telix reported a 30% revenue increase in its Precision Medicine segment, driven by strong demand for its PET imaging agent, Illuccix, and the launch of new products like Gozellix, Zircaix, and Pixclara in international markets [2] - The company has expanded its manufacturing capabilities through Telix Manufacturing Solutions to support clinical and commercial operations globally [2] Research and Development - Telix increased its R&D spending by 47% year-over-year to $81.6 million, continuing to invest in its therapeutics pipeline despite being oversold [3] - Key milestones include the completion of target enrollment for the Phase 3 TLX591 trial in advanced metastatic castration-resistant prostate cancer (mCRPC), initiation of a Phase 1 trial for TLX592, and the start of the pivotal IPAX BrIGHT trial for TLX101 in metastatic brain cancer [3][4] - The company also gained IND approval for a Phase 1 study of TLX090 to manage bone pain in osteoblastic metastatic disease [3] Strategic Positioning - Diagnostic growth is further supported by the dosing of the first patient in the pivotal Phase 3 BiPASS trial, aimed at expanding indications for Illuccix and Gozellix in prostate cancer imaging [4] - Telix's dual strategy of commercial expansion and clinical innovation positions it as a leader in radiopharmaceuticals and precision oncology globally [4]