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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
Spectacular when it works, but highly dependent on the terrain or the tumor microenvironment.
This brings me to the reason we're here today.
Modern day radiopharmaceuticals, like a swarm of micro drones, small enough to navigate the bloodstream and find their target by molecular recognition, then detonate a precisely sized warhead with a blast radius of 100 microns or the diameter of a single cell.
An autonomous assassination with the force of a bunker buster and minimum collateral damage.
The company I'm gonna tell you about today is Actis Oncology.
The ticker is AKTS.
The company has a billion dollar market cap, a $500 million enterprise value, and a stockpile of cash which should last them over three years, long past critical milestones that are coming next year.
Actus was started five years ago, but recently went public with a $300 million IPO that was 18 times oversubscribed and backstopped with a $100 million order by Eli Lilly, the folks who bring you all the weight loss drugs.
The company has designed a platform that can carry any radioactive payload, is complex enough to go after a variety of targets, and small enough to clear your body with minimal side effects.
The beautiful thing about this approach is that physicians can verify target engagement in early clinical trials with imaging.
This significantly de-risks clinical development because you know the drug is getting to the tumor.
Another de-risking strategy, for their first few programs, Actis chose known valid targets like Nectin-4 and B7H3.
Nectin-4 is critical in bladder cancer, and the company's second program targeting B7H3 is even more ambitious, expressed on every major solid tumor, including the big three, prostate, colorectal, and lung.
Actis started clinical trials last year,
and is publicly guided to initial clinical data in both of these lead programs in 2027, with Nectin-4 coming as early as Q1, so you won't have to wait long.
If either program shows a signal, the company is likely to get value not only for those programs, but the entire mini protein platform.
This is the holy grail in biotech, getting value simply for the promise of what might come.
What's even more compelling is there's an amazing amount of interest in radiotherapies from pharma.
The big ones, including Bristol, Novartis, Bayer, and Lilly, who backstopped the Actis IPO, have been building radiotherapy capabilities, and they're hungry for assets to add to their pipelines.
There's been 15 billion in M&A and deal-making in radiotherapy in the last few years, and we're very much in the early innings.
Showing 41–60 of 220 · page 3 of 11
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