The strongest signal is the convergence of commercial scale and clinical rigor. Telix posted $247 million in Q2 revenue, up 21% year-over-year, with the FDA confirming that Part 1 safety data for TLX591-Tx is sufficient to progress ProstACT Global Phase 3 into Part 2 in the U.S. Novartis’s Pluvicto grew 43% to $651 million in the same quarter. Meanwhile, a peer-reviewed ProstACT SELECT publication, a new PROFILE prognostic score, and new clonal hematopoiesis safety data all point to the same conclusion: as radioligand therapy volumes grow, formal patient-selection and safety-monitoring pathways matter as much as access to the therapy itself.

Telix reported Q2 2026 group revenue of US$247 million, up 21% year-over-year, with Precision Medicine revenue up 30% year-over-year. During the quarter, the FDA confirmed that Part 1 safety data from the ProstACT Global Phase 3 study of TLX591-Tx is sufficient to enable progression of Part 2 in the U.S., and the FDA and Telix aligned on the Part 2 clinical trial protocol, statistical analysis plan, and ongoing safety monitoring plan. Telix also disclosed rapid enrollment of 338 patients in the BiPASS Phase 3 study evaluating pre-biopsy PSMA PET for initial prostate cancer diagnosis, and dosed the first patient in the Phase 3 LUTEON trial of TLX250-Tx for kidney cancer — broadening its theranostics platform beyond prostate.

A peer-reviewed ProstACT SELECT study published in Cancers confirmed that 68Ga-PSMA-PET imaging reliably identifies patients suited to TLX591-Tx radio-antibody-drug conjugate therapy, reporting a manageable and predictable safety profile and a median radiographic progression-free survival of 8.8 months in evaluable patients.

A new PROFILE prognostic score published in the Journal of Nuclear Medicine combines baseline FDG PET/CT and PSMA PET/CT findings with hemoglobin to help predict outcomes and screen eligibility for Lu-PSMA-617 therapy. The score was internally and externally validated.

A separate Journal of Nuclear Medicine study found clonal hematopoiesis to be highly prevalent and linked to greater hematologic toxicity in patients treated with 177Lu-PSMA-617, with expansion or emergence of DNA-damage-repair clones common during and after therapy.

GE HealthCare and Catholic Health announced a 10-year, approximately $500 million Care Alliance, bringing new MR, CT, and PET systems, expanded nuclear medicine capabilities, and cloud-based Imaging 360 radiology operations tools to more than 40 Catholic Health sites on Long Island.

Novartis reported Pluvicto sales grew 43% at constant currencies to $651 million in Q2 2026, with PSMAddition subgroup data presented at AUA showing a 58% reduction in the risk of PSA progression versus standard of care alone in PSMA-positive mHSPC.

Truist Financial raised its Lantheus price target to $125 from $115 ahead of the planned fourth-quarter 2026 commercial rollout of PYLARIFY TruVu.

Novartis confirmed it discontinued its mid-stage radioligand candidate 177Lu-NeoB for breast cancer and other solid tumors after early clinical data did not support advancement — a reminder that pipeline pruning continues even as Pluvicto scales.