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
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.
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.
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