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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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

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.

Biotech investors are so insanely short-term oriented that even though we're now, call it eight or nine months from data, that's still way too long.

And so our expectation is that the folks will start accumulating this in the second half in anticipation of the data coming in the first quarter.

I would take the over on that.

In no small part because we already have one of the best longevity drugs out there and folks don't even realize it in the GLP-1s and the obesity drugs.

So one of the only things that's ever been shown in actual data to extend life is caloric restriction.

And that's literally what all the obesity drugs do.

So I'm sure half the people in this room are on one of them.

And that's just the beginning because it's trained people that you can inject yourself with something and have healthy living through pharmaceuticals.

So I think that's only going to continue.

That is a great question.

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