-- 杰富瑞（Jefferies）周三在一份报告中指出，Telix（ASX：TLX）在美国启动了针对复发性胶质母细胞瘤（一种脑癌）的三期临床试验，这使其进入了一个潜在的极具吸引力的市场。 这家投资公司表示，美国每年约有2万名患者被诊断患有复发性胶质母细胞瘤，而治疗选择有限，因此其候选药物TLX101-Tx的市场前景似乎十分乐观。 然而，杰富瑞在对Telix进行整体估值时，对这款试验性药物进行了风险加权估值。 由于TLX101-Tx的估值被纳入考量，杰富瑞将Telix 2026财年的税后净利润预期从330万美元上调至510万美元。预计TLX101-Tx将于2029财年实现首次销售。此外，该公司还进行了6亿美元可转换债券的再融资，并调整了费用和成本的假设。 Jefferies维持对Telix的买入评级，并将目标价从24.30澳元上调至27.40澳元。
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