Leading International Investment Research, Edison Investment Research

Edison Investment Research

Leading International Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

Equity Bottom-Up

<p>Telix has had a raft of announcements, marking its steady progress in a range of areas. Notably, the company received feedback from the FDA regarding the clinical briefing package to support an NDA for illumet, which it says should be ready in March or April 2020. Additionally, Telix will be expanding its pivotal ZIRCON study of TLX250-CDx to the US with the recent IND filing for the program. The company also provided a first look at its Phase I/II study of TLX101 for glioblastoma multiforme (GBM). Finally, it announced two separate deals for preclinical programs.
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Telix has had a raft of announcements, marking its steady progress in a range of areas. Notably, the company received feedback from the FDA regarding the clinical briefing package to support an NDA for illumet, which it says should be ready in March or April 2020. Additionally, Telix will be expanding its pivotal ZIRCON study of TLX250-CDx to the US with the recent IND filing for the program. The company also provided a first look at its Phase I/II study of TLX101 for glioblastoma multiforme (GBM). Finally, it announced two separate deals for preclinical programs.


Telix Pharmaceuticals - Progress on clinical, regulatory and BD fronts

<p>Telix has assembled a portfolio of promising molecularly targeted radiation (MTR) therapeutic and imaging products for three different cancers. Each product has been validated by clinical studies or compassionate use in patients, thus reducing development risk. Telix is positioned to add significant value, such as by refining the products or developing them as a combination therapy. Preparations for a confirmatory Phase III study for kidney cancer imaging agent TLX250-CDx and for multiple Phase I/II studies of other agents are underway. It has begun commercialisation of an investigational prostate cancer imaging kit in the US, and plans are being developed for a short pivotal study to allow full approval. Our initial valuation is A$303m or A$1.39 per share.</p>

Telix has assembled a portfolio of promising molecularly targeted radiation (MTR) therapeutic and imaging products for three different cancers. Each product has been validated by clinical studies or compassionate use in patients, thus reducing development risk. Telix is positioned to add significant value, such as by refining the products or developing them as a combination therapy. Preparations for a confirmatory Phase III study for kidney cancer imaging agent TLX250-CDx and for multiple Phase I/II studies of other agents are underway. It has begun commercialisation of an investigational prostate cancer imaging kit in the US, and plans are being developed for a short pivotal study to allow full approval. Our initial valuation is A$303m or A$1.39 per share.

Telix Pharmaceuticals - Targeted radiation to image and treat cancer

Australia

PolyNovo Limited is a biotechnology company. The Company has a portfolio of biodegradeable polymers that have potential for application across numerous medical fields.

Mesoblast Limited provides biomedical services. The Company develops drugs for cardiovascular diseases, oncology, hematology, and spine orthopedic disorders treatment. Mesoblast conducts its business worldwide.

Clinuvel Pharmaceuticals Limited is an Australian biopharmaceutical company. The company focused on developing dermatology pharmaceutical products for a range of UV-related skin disorders. Clinuvel's work aims at preventing the symptoms of diseases related to harmful UV radiation.

Opthea Limited is a biologics drug developer for ophthalmic diseases. The Company develops therapies for diabetic macular edema, corneal neovascularization and transplantation, and dry eye disease. Opthea serves patients and healthcare providers in Australia.

Monash IVF Group Ltd. is a fertility research and treatment center. The Company researches and develops reproduction supportive medications.

Imugene Limited is a health biotechnology development company.  The Company manufactures vaccines for gastric and breast cancer treatments. Imugene operates in Europe and Australia.

Avita Medical Limited is a biotechnology company which develops and distributes tissue-engineered cellular products for skin replacement. The Company's products include CellSpray and ReCell, which are used for the treatment of burns and other skin injuries, previous scarring, chronic wounds and cosmetic procedures.

Immutep Limited operates as a biotechnology company. The Company focuses on developing novel immunotherapy treatments for cancer and autoimmune disease. Immutep offers its services worldwide.

Race Oncology Limited operates as a specialty pharmaceutical company. The Company focuses on rediscovering and bringing to market the cancer chemotherapy agent, Bisantrene.

Dimerix Limited operates as a biotechnology company. The Company focuses on developing and marketing drug therapies, as well as provides clinical trials for treating patients with chronic kidney diseases. Dimerix serves patients in Australia.

Biocon Ltd., is an integrated biotechnology enterprise with a presence in biopharmaceuticals, enzymes, custom research and clinical research. The Company's pharmaceutical products include statins, immunosuppressants and anti-diabetic drugs. Biocon also manufactures specialty enzymes and new enzyme applications besides providing clinical and custom research services.

TG Therapeutics, Inc. is a clinical-stage biopharmaceutical company focused on the acquisition, development and commercialization of innovative pharmaceutical products for the treatment of cancer and other underserved therapeutic needs. Currently, the company is developing two therapies targeting hematological malignancies, specifically, relapsed and refractory non-Hodgkins lymphoma.

Arrowhead Pharmaceuticals, Inc. operates as a biotechnology company. The Company develops medicines that treat intractable diseases by silencing the genes. Arrowhead Pharmaceuticals offers its services in the United States.

Hualan Biological Engineering Inc. produces and markets human serum albumin (HSA), gamma globulin, frozen prothrombin (PCC), and other related biological products.

Hualan Biological Engineering (002007 CH)

Alkermes PLC researches pharmaceuticals.  The Company develops treatments for central nervous system disorders such as addiction, schizophrenia and depression; and diabetes.

Alpine Immune Sciences, Inc. (AIS) focuses on developing novel protein-based cancer immunotherapies using its proprietary variant ig domain (vIgD) platform technology. The Company develops TIP technology, based on the vIgD platform, to enhance engineered cellular therapies. AIS offers a platform to interact with multiple targets, including many present in the immune synapse.

Mirati Therapeutics, Inc. is a targeted oncology company developing a pipeline of therapeutics for precisely defined patient populations. The Mirati team is using a blueprint proven by their prior work for developing potential breakthrough therapies with accelerated development paths.

ImmunityBio, Inc. operates as a biotechnology company. The Company focuses on developing cell and immunotherapy products for the treatment of cancers, infectious, and inflammatory diseases. ImmunityBio serves customers in the United States.

Ultragenyx Pharmaceutical Inc. provides biotechnology services. The Company develops therapeutics and sialic acid for treating metabolic, body myopathy, glucuronidase, and rare genetic diseases. Ultragenyx Pharmaceutical conducts its business in the United States.

Dyne Therapeutics, Inc. operates as a biotechnology company. The Company focuses on transforming the lives of people with serious diseases by developing muscle-targeted therapies. Dyne Therapeutics offers its services in the United States.

Telix Pharmaceuticals Limited operates as a biotechnology company. The Company develops and commercializes molecularly-targeted radiation therapy for the treatment of prostate, renal, and brain cancer. Telix Pharmaceuticals serves patients worldwide.

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Telix Pharmaceuticals (TLX AU)

Telix Pharmaceuticals - Progress on clinical, regulatory and BD fronts

Telix has had a raft of announcements, marking its steady progress in a range of areas. Notably, the company received feedback from the FDA...

Edison Investment Research

Telix Pharmaceuticals - Targeted radiation to image and treat cancer

Telix has assembled a portfolio of promising molecularly targeted radiation (MTR) therapeutic and imaging products for three different cancers....

Edison Investment Research

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