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Solid sales momentum-20260721
摩根士丹利· 2026-07-21 17:11
July 21, 2026 08:45 AM GMT Telix Pharmaceuticals Ltd | Asia Pacific M Update Solid sales momentum We update forecasts following 2Q26 sales results and updated FY26 guidance. Remain OW. Key Takeaways 2Q26 trading update - key points: (1) TLX reported 2Q26 revenue of US$247mn, implying 1H26 revenue of US$477mn (MS US$472mn, VA US$469mn), with the beat driven by better-than-expected Precision Medicine revenue in 2Q26 (US$202mn was +6% ahead of our forecast of US$190mn). On this basis, TLX expects FY26 revenue ...