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 months

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

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The neatest thing about this modality is that it's very hard to replicate.

Generics generally don't traffic in radiopharma, and because the class involves radioisotopes, it's off limits to China.

So unlike most of biotech, there's a real moat.

And now, the obligatory safety warning.

Actis is not for everyone.

You should consult your biotech analyst before purchasing Actis.

Initiating a position may cause increased anxiety, reduced sleep to the night.

Serious, sometimes, surface-to-surface drops in stock price occur in biotech.

Immediately after investing, you may experience sudden volatility due to the handling of your competitors.

If stock declines or experience no fundamental reason, call your broker immediately to increase your position.

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.

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