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FDA Accepts BLA for TLX250-CDx (Zircaix®) for Kidney Cancer Imaging, Grants Priority Review

Key Takeaway: Telix has announced that the FDA accepted the BLA for TLX250-CDx, a novel imaging agent for kidney cancer. This agent aims to accurately diagnose clear cell renal cell carcinoma (ccRCC) and has shown promising results in clinical trials. The FDA granted a Priority Review with a PDUFA date set for August 27, 2025, potentially leading to a commercial launch later that year.
Price reaction · baseline $19.5 (2025-02-25 close) · hit after-hours · 1 other TLX headline(s) in the window, move may be shared
day 0 close · peak
-1.5%

Market Sentiment Analysis

POSITIVE FACTORS

  • FDA acceptance of BLA for TLX250-CDx is a significant milestone.
  • TLX250-CDx could revolutionize kidney cancer diagnosis.
  • High sensitivity and specificity demonstrated in clinical trials.

BiopharmaWatch Analysis

From our catalyst data and publicly available data · not financial advice
Best trade, last catalyst
+13%
120-day peak, hindsight
Typical move
7%
average across 7 past catalysts
Lead asset
131I-IPA
Phase 1 · Neoplastic Disease

Full Press Release Details

Melbourne (Australia) | 26 February 2025
Telix today announces that the United States (U.S.) Food and Drug Administration (FDA) has accepted the Biologics License Application (BLA) for its breakthrough investigational kidney cancer PET [1] imaging agent TLX250-CDx (Zircaix® [2] , 89 Zr-DFO-girentuximab), granted a Priority Review and provided a PDUFA [3] date of 27 August 2025, paving the way for a U.S. commercial launch in 2025.
If approved, TLX250-CDx will become the first commercially available imaging agent to accurately and non-invasively diagnose and characterize clear cell renal cell carcinoma (ccRCC), the most common and one of the most aggressive sub-types of kidney cancer. It works by specifically binding to carbonic anhydrase IX (CAIX), a validated target protein expressed on 95% of ccRCC cells to produce images with high tumor-to-background ratio and high intra- and inter-reader consistency.
The BLA is based on Telix’s successful global Phase 3 ZIRCON [4] study, which demonstrated a sensitivity of 86%, specificity of 87% and a positive predictive value (PPV) of 93% for ccRCC, including in very small, difficult-to-detect lesions [5] . The results of this study were published in The Lancet Oncology in September 2024, in a peer-reviewed manuscript by Professor Brian Shuch (University of California, Los Angeles, UCLA) and colleagues [6] . The paper outlines the critical unmet need for a new, non-invasive technique that can accurately detect and differentiate ccRCC from other renal masses in patients and concluded that TLX250-CDx meets this need and ‘has the potential to be practice changing.’
Kevin Richardson, Chief Executive Officer, Precision Medicine, said, “We are delighted that the FDA has accepted this BLA as it moves us one step closer to bringing our breakthrough product to patients. We are aiming to revolutionize the management of kidney cancer, just as PSMA-PET/CT [7] scanning has changed the management of prostate cancer. By providing a more definitive clinical diagnosis for renal masses, we believe that Zircaix 2 will help physicians make more timely and confident patient management decisions and more quickly provide patients with a clear understanding of their disease and treatment options. Building further on Telix’s successful urology franchise, we are preparing to bring this powerful precision medicine product to market in 2025 [8] .”
About TLX250-CDx
TLX250-CDx (Zircaix® [2] ) is an investigational PET agent that is under development for the diagnosis and characterization of ccRCC. Telix’s pivotal Phase 3 ZIRCON trial evaluating TLX250-CDx in 300 patients, of whom 284 were evaluable, met all primary and secondary endpoints, including showing 86% sensitivity and 87% specificity and a 93% PPV for ccRCC across three independent radiology readers 5 . Telix believes this demonstrated the ability of TLX250-CDx to reliably detect the clear cell phenotype and provide an accurate, non-invasive method for diagnosing and characterizing ccRCC. Confidence intervals exceeded expectations amongst all three readers, showing evidence of high accuracy and consistency of interpretation.
As part of Telix’s commitment to access to medicine, the Company operates an expanded access program (EAP) in the U.S. [9] , named patient programs (NPPs) in Europe, and a special access scheme (SAS) in Australia to allow continued access to TLX250-CDx outside of a clinical trial, to patients for whom there are no comparable or satisfactory alternate options. TLX250-CDx has not received a marketing authorization in any jurisdiction and is for investigational use only.
Read the full ASX releaser here
TLX250-CDx has not received a marketing authorization in any jurisdiction.
[1] Positron emission tomography.
[2] Brand name subject to final regulatory approval.
[3] Prescription Drug User Fee Act.
[4] Zirconium in Renal Cancer Oncology, ClinicalTrials.gov ID: NCT03849118 .
[5] Telix ASX disclosures 7 November 2022.
[6] Shuch et al. Lancet Oncology. 2024.
[7] Imaging of prostate-specific membrane antigen with positron emission tomography/computed tomography.
[8] Subject to regulatory approval.
[9] ClinicalTrials.gov ID: NCT06090331 .

Frequently Asked Questions

What is TLX250-CDx?

TLX250-CDx is an investigational PET imaging agent for diagnosing clear cell renal cell carcinoma.

What did the FDA grant for TLX250-CDx?

The FDA accepted the Biologics License Application (BLA) and granted Priority Review.

What is the PDUFA date for TLX250-CDx?

The PDUFA date for TLX250-CDx is set for August 27, 2025.

What are the trial results for TLX250-CDx?

The Phase 3 ZIRCON study showed 86% sensitivity and 87% specificity for ccRCC.

Is TLX250-CDx available for use?

TLX250-CDx is for investigational use only and has not received marketing authorization.

Last updated: Feb 25, 2025