TLX-101 is a small molecule commercialized by Telix Pharmaceuticals, with a leading Phase II program in Recurrent Glioblastoma Multiforme (GBM). According to Globaldata, it is involved in 6 clinical trials, of which 2 were completed, 2 are ongoing, and 2 are planned. GlobalData uses proprietary data and analytics to provide a complete picture of TLX-101s valuation in its risk-adjusted NPV model (rNPV). Buy the model here.
The revenue for TLX-101 is expected to reach an annual total of $22 mn by 2033 globally based off GlobalDatas Expiry Model. The drugs revenue forecasts along with estimated costs are used to measure the value of an investment opportunity in that drug, otherwise known as net present value (NPV). Applying the drugs phase transition success rate to remaining R&D costs and likelihood of approval (LoA) to sales related costs provides a risk-adjusted NPV model (rNPV). The rNPV model is a more conservative valuation measure that accounts for the risk of a drug in clinical development failing to progress.
TLX-101 Overview
ACD-101 (131I-ACD-101) is under development for the treatment of glioblastoma multiforme, recurrent glioblastoma multiforme. The drug is administered intravenously. ACD-101 is a phenylalanine derivative that contains an iodine atom. It is a synthetic amino acid. ACD-101 is a radiation sensitizer which increases tumor killing in connection with standard external field radiation therapy (XRT), or intracellular endo-radiation therapy (ERT), using 131I-ACD-101. It acts by targeting DNA and LAT-1 (L-type amino acid transporter).
Telix Pharmaceuticals Overview
Telix Pharmaceuticals (Telix) is a commercial-stage biopharmaceutical company that develops and commercializes therapeutic and diagnostic radiopharmaceuticals. It utilizes targeted radiation technology to target small molecule or antibody that binds to tumor cells. The companys pipeline products include TLX592, TLX591-CDx and TLX591 radio antibody-drug conjugate (rADC) directed at PSMA that targets prostate cancer; TLX250-CDx and TLX250 for kidney cancer; TLX101-CDx and TLX101 treat brain cancer; TLX66-CDx and TLX66 for bone marrow conditioning; and TLX300 and TLX300-CDx. It offers Illuccix, an imaging agent targeting men with prostate cancer. Telix’s brands include RADmAb, Zircaix, Scintimun and Pixclara. The company operates its offices in Japan, Australia, Canada, the US and Switzerland. Telix is headquartered in North Melbourne, Victoria, Australia.
The company reported revenues of (Australian Dollars) AUD502.6 million for the fiscal year ended December 2023 (FY2023), compared to a revenue of AUD160.1 million in FY2022. The operating profit of the company was AUD15.8 million in FY2023, compared to an operating loss of AUD91.9 million in FY2022. The net profit of the company was AUD5.2 million in FY2023, compared to a net loss of AUD104.1 million in FY2022.
For a complete picture of TLX-101s valuation, buy the drugs risk-adjusted NPV model (rNPV) here.
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