Telix Pharma (TLX) is held by 32 ASX ETFs. Over the last 3 months it fell 4.4%: on $10,000, −$440. We explain 3 big moves in that time.
About TLX
- SectorHealth Care
- IndustryPharmaceuticals, Biotechnology & Life Sciences
- Size$5.4b
- Held by32 ETFs
- Big moves3 in 3M
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- −10.3%21 Sep 2026· Takeover / M&A
Telix Pharmaceuticals shares fell sharply after announcing a major US$1.65 billion acquisition of ITM Isotope Technologies, with investors reacting negatively to the scale and cost of the deal.
- +11.2%15 Sep 2026· Sector Flow
The ASX Health Care sector rose strongly on the same day, lifting TLX as part of a broad sector rotation into health stocks.
- −8.3%21 Aug 2026· Sector Flow
TLX fell sharply in sympathy with a broader US market sell-off and weakness in the Australian healthcare sector, with no company-specific news to explain the move.
Held by 32 ETFs
Of every $10,000 in each fund, how much is in TLX today.
- MVEVanEck S&P/ASX MidCap ETF$1471.47%
- FAIRBetaShares Australian Sustainability Leaders ETF$920.92%
- VSOVanguard MSCI Australian Small Companies Index ETF$760.76%
- GRNVVanEck MSCI Australian Sustainable Equity ETF$620.62%
- OZXXGlobal X Australia ex Financials & Resources ETF$560.56%
- EX20BetaShares Australian Ex-20 Portfolio Diversifier ETF$470.47%
- GEARBetaShares Geared Australian Equities Complex ETF$380.38%
- VETHVanguard Ethically Conscious Australian Shares ETF$230.23%
- AYLDGlobal X S&P/ASX 200 Covered Call Complex ETF$180.18%
- STWSTATE STREET SPDR S&P/ASX 200 ETF$180.18%
Why did TLX fall 10.3% on 21 Sep 2026?
Telix Pharma
Telix Pharmaceuticals shares fell sharply after announcing a major US$1.65 billion acquisition of ITM Isotope Technologies, with investors reacting negatively to the scale and cost of the deal.
Multiple news sources published simultaneously around the detection time all reference Telix's acquisition of ITM Isotope Technologies for approximately US$1.65 billion (described as a ~A$3.3bn merger), which is a very large deal relative to TLX's size. No company announcement was captured in Layer 1, but the news coverage is consistent and contemporaneous with the price move. Sector and macro signals are all positive or flat and directionally mismatched, ruling out broader market or sector rotation as the cause; the sharp -10.25% move at 4.1x ATR on elevated volume is a classic 'deal shock' reaction where investors sell on concerns about valuation, dilution, or execution risk from a large M&A transaction.
General information only, not personal advice — prepared without regard to your objectives, financial situation or needs. Past performance is not indicative of future performance.
Evidence
News coverage
Sector / macro signals
What it did to the 32 ETFs holding TLX
On $10,000 in each fund, at the weight it holds today
- MVE1.47% of the fund−$15
- FAIR0.92% of the fund−$9
- VSO0.76% of the fund−$8
- GRNV0.62% of the fund−$6
- OZXX0.56% of the fund−$6
- EX200.47% of the fund−$5
- GEAR0.38% of the fund−$4
- VETH0.23% of the fund−$2
- AYLD0.18% of the fund−$2
- STW0.18% of the fund−$2
The 10 that hold it most. All 32 are listed on the page under Held by.