Oleg Nodelman

speaker

220 appearances 2 recordings 2 series first heard Jun 2026 last heard 12 Jun

Oleg Nodelman’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

Appearances

newest first · ▶ plays the moment

All-In with Chamath, Jason, Sacks & Friedberg · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live · 12 Jun 2026 podcast

Remember, serious safety concerns have arisen in other companies' clinical development programs.

While no safety concerns will occur with any Actis clinical program to date, they may in the future.

The use of mini-proteins to deliver radiopharmaceuticals has not been proven.

Actis has no market products and thus no referring revenue.

Solution for equity offerings may occur.

In the event of a secondary offering, immediately schedule a call with the Actis management team to discuss placing an order.

It's notoriously challenging to value biotech companies because when you risk adjust and discount back, you pretty quickly get to zero.

For earlier stage opportunities like this, we like to triangulate.

We think Actis could be worth $10 billion or $200 per share if even one of their programs makes it to market.

And in this case, you have a lot of outs.

So in this particular case, Actis' radioisotope payload is Actinium.

And Actinium is manufactured from Radium-233, which was used in our own nuclear programs in the US in the 50s and 60s.

So it's a waste product from there.

So Actinium is not even available in other countries like China because they had a completely different, their own program was completely different with enriched uranium and plutonium.

Yeah, so with radioisotopes, again, because you have to have a manufacturing supply that you have to source locally in the US.

We haven't seen any competition coming from China at all.

I'm sure they can do it for the Chinese market, but in terms of then transferring

transferring that over here, we haven't seen it or any wind of it at all.

It's pretty classic biotech.

So it's traded flat since the IPO.

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