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Telix Pharmaceuticals
Telix Pharmaceuticals (ASX:TLX) Regeneron $14b revenue partner, 49m shorts face pressure
$40m Regeneron cheque validates RLS as 49m shorts watch Telix Pharmaceuticals (ASX:TLX) is building momentum after the positive NDA update for Pixclara, its PET imaging agent for glioma, a form of brain cancer. Today, the company added to that momentum by announcing a 50/50 partnership with Regeneron to develop and commercialise a new generation of…
ASX
AMA Group (ASX:AMA) recovery is now being tested by whether cash flow can sustain the turnaround
AMA Group (ASX: AMA)’s recovery story is now being tested by whether improving earnings can translate into durable cash flow across its collision repair network, rather than fading as a short-term rebound. The business has moved beyond a pure survival narrative, but operating risks in parts of the network and still-soft repair volumes mean the…
Atomo Diagnostics
Radiopharm Theranostics (ASX: RAD) is increasingly defined by whether RAD101 can justify a registrational pathway
Radiopharm Theranostics (ASX:RAD) is increasingly defined by whether its lead imaging asset RAD101 can convert encouraging mid-stage data into a credible registrational pathway, against a backdrop where clinical and execution risk remains high. The company has assembled a broad oncology radiopharmaceutical pipeline, but its near-term valuation still centres on whether one program can move from…
PEXA
3P Learning (ASX:3PL) must arrest school churn to protect its valuation
3P Learning (ASX: 3PL)’s valuation now hinges on whether the business review can arrest B2B school churn and declining revenue before the longer-term value in Reading Eggs, Mathletics and its expanding US homeschool channel is eroded. The urgency is clear from the half-year result: revenue fell to $51.9m and underlying EBITDAA to $5.7m, prompting management…
iperionx
IperionX (ASX: IPX) needs repeat Virginia orders to unlock its titanium platform value
IperionX (ASX: IPX) is now a trade-off between the cash-hungry ramp-up at its Virginia Titanium Manufacturing Campus and the longer-term value of a government-backed domestic titanium platform that already has funding, feedstock and a permitted upstream asset in Titan. With Virginia online at 200tpa and expanding toward 1,400tpa, the company has moved beyond technology claims…
Xamble Group
Xamble Group (ASX:XGL) 3x influencer network overnight, but $700k synergy target looks light
Xamble buys YouthsToday, adds nano creators and 65 agencies Xamble Group (ASX:XGL) is completing a 55% majority acquisition of YouthsToday, a Southeast Asian influencer marketing platform with a strong presence across seven markets. The deal closes in April 2026. The most significant gain from the acquisition is the scale it adds to Xamble’s network. Its influencer…
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