EarningsTelix reported Q1 total revenue of $186MM (AU$296MM, +31% Q/Q, +62% Y/Y), which could lead to an H1 beat as consensus currently estimates AU$547MM (vs the current H1 run-rate of AU$592).
Market ExpansionIlluccix received a positive decision on the MAA in Europe and country approvals in Denmark, Ireland, Luxembourg, Malta, the Netherlands, Norway, and Sweden as well as MAA approval in the UK and Brazil.
Product ApprovalsApprovals of Zircaix and Pixclara and Illuccix reimbursement decisions ex-US could lead to increased revenue.