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 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
Chemo actually evolved from an accidental observation during World War I that mustard gas killed rapidly dividing tissue.
Tumor cells divide fast, so doctors would flood a patient's body with chemo and hoped it killed the enemy faster than it killed allies.
Unfortunately, hair, skin, gut, and marrow cells also divide quickly, and the poison doesn't discriminate.
First-generation targeted therapies were next, like a GPS-guided munition.
Instead of carpet bombing every dividing cell, you identify the enemy's command and control center and destroy it.
The problem, like with any weapon, is that the enemy adapts and hides.
And in cancer, these are called resistant mutations.
Immunotherapy was first introduced to patients a decade ago.
With IO, you don't send in your own troops.
You recruit local allies, also known as T-cells, and let them do the fighting for you.
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.
Showing 141–160 of 220 · page 8 of 11
← Previous
Next →