Telix Pharmaceuticals vs Clinuvel Pharmaceuticals shares

If you’re thinking about putting $1,000 into an ASX healthcare stock, Telix Pharmaceuticals Ltd (ASX: TLX) and Clinuvel Pharmaceuticals Ltd (ASX: CUV) are likely on your radar. Both are pioneering companies in Australian biotech with global ambitions, but they have some stark differences. Let’s weigh up Telix Pharmaceuticals vs Clinuvel Pharmaceuticals shares to see which one might suit an investor chasing growth, value, or something in between.

The case for Telix Pharmaceuticals

Telix Pharmaceuticals is a commercial-stage biopharma player focused on developing and selling theranostic (both diagnostic and therapeutic) products using targeted radiation. Its key product, Illuccix, is approved for prostate cancer imaging in Australia, the US, and Canada, and the company is pushing for approvals in Europe and the UK. Beyond this, it’s running over 20 clinical trials globally across major cancer types including prostate, kidney, brain, and bone marrow conditions. Telix is headquartered in Australia but operates on several continents.

Three stand-out points about Telix from the data:

• It’s much larger than Clinuvel, with a market cap of $5.40 billion.
• Year to date, its shares are up an impressive 37.6%.
• The company sports a very high price-to-earnings (P/E) ratio of 108.53, reflecting high investor hopes for future growth rather than current earnings.

It’s worth noting that Telix does not pay a dividend, so investors here are backing future growth rather than income.

The case for Clinuvel Pharmaceuticals

Clinuvel Pharmaceuticals is best known for its drug SCENESSE, which helps people with rare genetic disorders causing extreme intolerance to sunlight. Clinuvel focuses on innovative treatments for both genetic and vascular skin disorders, and earns most of its revenue from the US and Europe. Like Telix, it’s an Australian company with an international outlook.

Highlights for Clinuvel from the figures:

• It is much smaller in scale than Telix, with a market cap of $413.5 million.
• The company’s P/E ratio stands at 12.17, considerably lower than Telix’s, indicating the shares are valued far closer to current earnings.
• Dividend-wise, Clinuvel pays a fully franked yield of 0.62%, recently delivering annual dividends of 5 cents per share, all fully franked, which is a rare treat among Aussie biotechs.

However, Clinuvel shares have dropped 34.4% year to date, reflecting a tough patch for the business or perhaps shifts in investor expectations.

Valuation comparison

Here’s how the two stack up on main valuation and yield measures:

Metric	Telix Pharmaceuticals	Clinuvel Pharmaceuticals
Market Cap	$5.40 billion	$413.51 million
P/E Ratio	108.53	12.17
Earnings per Share (EPS)	$0.099	$0.668
Dividend Yield	0.00%	0.62% (fully franked)
Dividend per Share	N/A	$0.05

Note: Clinuvel’s reported P/E and EPS are consistent, while Telix’s very high P/E reflects its current tiny but positive earnings. Telix does not pay dividends, whereas Clinuvel does, with a fully franked yield.

Recent share price momentum

Comparing recent share price performance up to 7 October 2026:

• Telix Pharmaceuticals closed at $15.87 on 7 October 2026, with a year-to-date return of 37.6%.
• Clinuvel Pharmaceuticals closed at $8.20 on 7 October 2026, with a year-to-date return of -34.4%.
• Over the previous trading week, Telix shares jumped 2.99% on the most recent day, and showed strong overall momentum despite some volatile days.
• Clinuvel shares, in contrast, edged up 0.86% on the same day, but have been trending down for most of the year.

Which is the better buy?

If I was picking between Telix Pharmaceuticals and Clinuvel Pharmaceuticals to invest $1,000 right now, I’d lean toward Telix. The company is much larger, more diversified across major cancer indications, and has clear momentum both in its operational progress and in the share price this year. While Telix is definitely priced for optimism with a sky-high P/E multiple (108.53), its strong pipeline and global approvals for Illuccix are impressive.

Clinuvel does stand out for paying a fully franked dividend—very rare among Australian biotechs—and the shares trade at a far lower P/E ratio (12.17), which could appeal to value-seekers. Yet, the steep year-to-date drop in the share price raises questions. Unless I was after income above all else or felt confident in a turnaround, I’d be more comfortable backing Telix’s proven momentum and future-facing pipeline in the current landscape.

The post Telix vs Clinuvel Pharmaceuticals: Which ASX healthcare share deserves your next $1,000 of investment capital? appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Telix Pharmaceuticals. The Motley Fool Australia has recommended Telix Pharmaceuticals. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial draft. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The DroneShield Ltd (ASX: DRO) share price has been on a real journey over the past year.

After reaching a 52-week high of $6.70, the counter-drone technology company’s shares are now trading around $1.67 on Friday.

Despite this, I think there are still reasons to be positive about the company’s future.

So, could the DroneShield share price climb back above $2.00 in 2027?

The growth opportunity remains substantial

One reason I remain interested in DroneShield is the growing importance of counter-drone technology.

The use of drones in modern warfare has demonstrated how relatively inexpensive equipment can threaten military vehicles, critical infrastructure, and personnel.

Governments are responding by investing in systems capable of detecting, tracking, and defeating these threats.

DroneShield has positioned itself in this market with a range of products designed for military, government, and security customers. And I think the company’s recent progress in the United States is particularly encouraging.

In September, DroneShield secured a place on a US$500 million procurement contract covering counter-drone technology for American homeland defence requirements.

This isn’t a guaranteed US$500 million in revenue, but it provides another avenue for the company to win business in one of the world’s largest defence markets.

If DroneShield can build on that momentum and secure further contracts during 2027, I think investors could become considerably more confident about its growth prospects.

Profitable growth will be important

Winning contracts is one thing, but I would also want to see DroneShield turn that demand into sustainable profits.

The company has been investing in manufacturing capacity, product development, and its international operations to prepare for a much larger business. Those investments could pay off handsomely if sales continue increasing.

I am also interested in its growing software and support offering. DroneShield recently launched Mission Ready Services, which brings software updates, technical support, and training together under a subscription model.

With thousands of software-enabled devices already deployed, there is an opportunity to generate additional revenue from customers after the initial equipment sale.

That could gradually improve the consistency of earnings in an industry where major defence orders can be irregular.

For me, demonstrating that it can grow revenue while improving profitability would be one of the strongest reasons for investors to reassess the DroneShield share price.

What could hold the DroneShield share price back?

There are still some significant issues to consider. Short sellers have taken a substantial interest in DroneShield, with reported short positions representing around 15.2% of shares on issue in early October.

That suggests a considerable number of market participants are positioning for further share price weakness.

The ongoing Australian Securities and Investments Commission (ASIC) investigation is another source of uncertainty.

The investigation relates to company announcements and information provided to the ASX in November 2025, alongside trading in DroneShield shares during that period.

There is no certainty about what action, if any, will result, but I think investors will want to see the matter resolved before confidence can fully recover.

These issues could continue weighing on the shares even if the business performs well.

Foolish takeaway

At $1.67, the DroneShield share price would need to rise around 20% to reach $2.00.

Considering the shares traded as high as $6.70 during the past year, I do not think that is an unreasonable target, although the previous high is certainly no guarantee of a recovery.

If DroneShield keeps winning contracts, grows profitably, and makes progress towards resolving its governance uncertainties, I think there is every chance the shares could move beyond $2.00 in 2027.

I would expect plenty of volatility along the way, but I remain positive on the company’s long-term growth opportunity.

The post Could the DroneShield share price reach $2 in 2027? appeared first on The Motley Fool Australia.

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Motley Fool contributor Grace Alvino has positions in DroneShield. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended DroneShield. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Woodside Energy Group Ltd (ASX: WDS) shares could be considered a leading contender for passive income on the ASX.

It’s not the most consistent business with its dividend payments. Profit and payouts can be volatile because energy prices can shift significantly over a short period of time.

Woodside’s profit rose this year due to higher energy prices. Analysts now project that a large dividend could be coming in 2027.

Let’s take a look at what’s forecast for Woodside shares in FY27 and then what would be required for $12,000 of passive income.

Dividend projection for Woodside shares

According to Commsec, analyst predictions suggest there could be a large increase in profitability in the 2027 financial year. At this stage, experts are forecasting that earnings per share (EPS) could rise by 21% in FY27.

Project progress may be responsible for some of that potential growth, but higher energy prices are obviously a key factor.

Normal global energy flows, including refinery-related activities, have not yet returned due to conflicts and stalemates in the Northern Hemisphere.

If Woodside ties its FY27 annual dividend payment to a certain dividend payout ratio, then the rise in forecast earnings is very likely to lead to a higher dividend payment.

The ASX energy share is currently projected by analysts to hike its 2027 financial year annual dividend by 21.75% to $2.16 for Australian investors. At the current Woodside share price, that translates into a dividend yield of 6.9% excluding franking credits and 9.9% grossed-up for franking credits.

Of course, subsequent years may not have a dividend yield as strong as that.

What would it take for $12,000 of passive income?

Reaching $12,000 in passive income from Woodside could make it an appealing investment among ASX blue-chip shares, given that it’s in a different sector from the major ASX bank and mining shares.

Receiving $12,000 of annual passive income from the ASX energy share translates into $1,000 per year, if we average that out to a monthly figure.

To reach the goal, it depends on whether investors include or exclude franking credits from the total.

If we exclude franking credits, then an investor would need 5,556 Woodside shares to generate $12,000 of annual dividend cash.

But, if we include franking credits as part of the franking credits, then an Australian investor would only need 3,889 Woodside shares for $12,000 of grossed-up dividend income.

Analysts are fairly mixed on whether the Woodside share price is an attractive buy right now. According to Commsec’s collation of analyst opinions, there are six buy ratings, eight hold ratings and three sell ratings on the business.

Therefore, there could be more compelling ASX share opportunities available than Woodside.

The post How many Woodside shares do I need to buy for $12,000 of passive income in 2027? appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.