Companies / TLX

TELIX PHARMACEUTICALS LIMITED

ASX:TLXPharmaceuticals, Biotechnology & Life Sciences
339.8M shares on issueASX (delayed) · snapshot 11 Sept 2026376.5M fully diluted+10.8% if every option and right converts$16.76price · delayed$5.69Bmarket cap · indicative

Today’s holders own 90.2% of what they think they own, once every option and right converts.

Low
Dilution risk

1 cash raise in 24 months; options/rights overhang 11% of shares

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runwayno data — no longer lodges quarterly cash reports (4C/5B)
Share-count growth (24m)1.5%
Raise cadence (24m)1 cash raise
Options & rights overhang10.8% of shares
In-the-money supplyno data — no exercise price on record
Pending proposed issuesnone

TELIX PHARMACEUTICALS LIMITED's ordinary share count was 340M as of July 2026, an increase of 1.5% since September 2024. In the past 24 months, the company conducted one capital raise, issuing A$600.0M in Convertible Notes in April 2026. Options and rights on issue could convert into 37M new shares, representing 10.8% of the current share count, with the nearest expiry in June 2027; none of these are currently in the money. The company no longer lodges quarterly cash reports, so no quarterly cash balance or funding-runway figure is disclosed on that basis. No proposed securities issues are pending.

AI-generated summary of this page's cited filings · updated 8 Sept 2026
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10.8%
Options & rights overhang
In-the-money supply · no stated strikes
1
Raises · last 12 months
Cash cover · stale filings

Shares on issue — last 2 years

Ordinary shares on issue
Weekly counts from ASX records. Dots mark cash capital raises. Latest count 339.8M per ASX (delayed) (snapshot 11 Sept 2026).
335.0M337.5M340.0MDec 24Oct 25Sept 26Cash raise · 15 Apr 2026339.8M

Cash runway

stale Last quarterly cash report is more than 12 months old (quarter ended 30 Sept 2023) — runway is not computed from stale filings.
$139.6M cash after burn from the quarter ended 30 Sept 2023. Filed with the quarterly report: $137.4M cash at quarter end (item 4.6). Our figure above carries the filed quarter-end balance forward at the reported spend rate and adds announced raise proceeds.
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4 quarters on record — Cash runway history
Quarterly cash, net spend and cover trend from every Appendix 4C/5B on record up to 30 Sept 2023.
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Issuance timeline

Latest 5 filings (Appendix 2A quoted issues, 3G unquoted, 3H cancellations)

DateFormSecurityOn issue, per this filingSource
9 July 20262A · quoted issueTLX : ORDINARY FULLY PAID339.8MAppendix 2A
9 July 20263G · unquotedORDINARY FULLY PAID339.4MAppendix 3G
9 July 20263H · cancellationTLX : ORDINARY FULLY PAID339.4MAppendix 3H
1 June 20263G · unquotedORDINARY FULLY PAID339.4MAppendix 3G
7 May 20263G · unquotedTLX : ORDINARY FULLY PAID339.1MAppendix 3G
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76 filings on record — Full issuance history
Every quoted and unquoted issue and cancellation on record, plus unquoted securities (Appendix 4.2).
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Capital raises

1 cash raise in the last 24 months · 1 in the last 12 months

$840.6M
Convertible Notes
15 Apr 2026 ACTIVE
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12 raises on record — Full raise history
Issue price, shares issued, brokers and stated purpose for every raise on record.
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Forward supply

Every dated event on record that could add securities to the register — option expiries to their stated dates and proposed issues over the next 18 months, on one timeline.

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1 dated event on record — Forward supply calendar
Option expiries and proposed issues on one forward timeline, with the securities each could add.
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Placement capacity

How much stock a company can place without asking holders. Listing Rule 7.1 allows 15% of ordinary securities in any 12 months, and every Appendix 3B states how much of it an issue uses.

About 99% of the 15% placement capacity left — about 1% used by Appendix 3B filings in the last 12 months (estimate, as at 2026-09-12). Holder-approved issues and any later ratification are not deducted, so the true headroom can be higher.
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Placement capacity — LR 7.1 / 7.1A
The filings behind the figure: every Appendix 3B in the window with what it says was issued under 7.1 and 7.1A, each row linked to its filing, and how many shares are left.
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Pending proposed issues

No proposed issues (Appendix 3B) currently pending.

Options & convertible securities

10.8%
Options & rights overhang · of current shares
In-the-money supply · no stated strikes
36.8M
Potential new shares
June 2027
Nearest expiry
What this supply is, and what converts it
  • Condition-triggered36.7M · 10.8% of shares
    Performance and incentive rights — they convert when a hurdle is met, not at a price, and can lapse to nothing.
  • Converts on terms6k · 0.0% of shares
    Convertibles with no exercise price — they convert on their own terms, so they are shares in all but name.

Exercise price on record: 0 priced, 15k at a stated nil price, 36.7M where the filing never states one. A security with no exercise price is never counted in the money — nothing is paid to convert it, so there is no price for it to be above.

Each figure is the filing’s own count of securities, not a share count — a 2A never states what one security converts into.

What a price move would switch on

No option supply on record carries an exercise price to pay, so no share price switches any of it on. 15k of it states a NIL exercise price — nothing is paid to convert that, so it converts at any price. The other 36.7M converts on something else — a hurdle that may never be met, or terms the filing does not price.

CodeSecurityTypeExercise priceExpiryOn issueSource
TLXAQRightsCondition-triggeredNil13 June 202715kFiling Meeting
TLXATNotesConverts on terms6kFiling
TLXAURightsCondition-triggered9kFiling Meeting
TLXAYRightsCondition-triggered66kFiling Meeting
TLXAXRightsCondition-triggered88kFiling Meeting
TLXASPerformance sharesCondition-triggered440kFiling Meeting
TLXAZRightsCondition-triggered457kFiling Meeting
TLXAPRightsCondition-triggered1.3MFiling Meeting
TLXAWPerformance sharesCondition-triggered8.6MFiling Meeting
TLXARPerformance rightsCondition-triggered10.0MFiling Meeting
TLXAORightsCondition-triggered15.9MFiling Meeting

“Nil” is a stated nil exercise price: nothing is paid to convert. An em dash means the filing names no exercise price at all. Security is read from the filing’s own class description; an em dash there means the description is not one this table labels. One row is one security class, at the number stated in the most recent quotation application that restated it — linked, and dated, in the last column.

A condition-triggered class has no exercise price and usually no expiry: what it vests on is set by a shareholder resolution, not by the register. Where the company lodged a notice of meeting before the class first appears here, it is linked as “Meeting” — that is where terms of this kind are put to shareholders. It is not confirmation that the document sets this class’s conditions, and no link appears where there is no such filing.

1 class ceased in the last 12 months and is not counted above
The company’s own Appendix 2A restates each of these at zero. They are excluded from the overhang, the in-the-money supply and every figure on this page. Each count is the filing’s own count of securities in the class, not a share count — a 2A never states what one security converts into.
  • TLXAVCondition-triggered2k securities → 011 Mar 2026 Appendix 2A
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11 option lines on record — In-the-money value & price ladder
What each line is worth in the money today, the price ladder to the next tranche that converts, and the filing description behind every code.
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Director dealings

DateDirectorTypeSharesOptionsOtherValueSource
11 June 2026David GillBuy on-market10k3Y notice
26 May 2026David GillOther incentive30k3Y notice
26 May 2026Dr Christian BehrenbruchOther incentive654k340k27k3Y notice
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15 notices on record — Full dealing history
Every change-of-director's-interest notice on record, with direction and consideration.
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Ownership

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Top-20 holders & substantial holder notices
Top-20 register snapshot and substantial-holder movements, each linked to its source notice.
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Latest announcements

Headlines link to the source PDFs on the ASX announcements platform. Data as of 12 Sept 2026.