Telix Pharmaceuticals (ASX:TLX) earnings per share (EPS) forecasts rose by around 9% in fiscal 2027 and around 21% in fiscal 2028 after securing US Food and Drug Administration (FDA) approval for its new drug application for Pixclara, according to a Monday note by Jefferies.
Major changes to the forecasts include an assumption of US reimbursement approval and the beginning of material US sales from the start of fiscal 2027's second half.
Pixclara is an amino acid positron emission tomography (PET) drug for imaging glioma, a type of brain tumor.
It is indicated for use with PET to differentiate recurrent or progressive glioma from treatment-related change, in conjunction with other diagnostic evaluations, in adults and paediatric patients one month of age and older.
The brokerage assigned a buy rating to Telix with a raised price target of AU$30 per share from AU$29.30.