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oleg nelman

T3 · host / generalist
1 call·1 name·100% bull·last heard 2 months ago·All-In Podcast
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$AKTSActis Oncologyposition

Oleg Nelman pitches Actis: radiotherapy with a real moat (isotopes off-limits to China) and a clinical readout in Q1

Radiopharmaceutical mini-proteins with a $500M EV and $300M cash. Validated targets (Nectin-4, B7H3). The actinium isotope is manufactured only in the US — a structural moat against Chinese biosimilars. Clinical data is expected in Q1 2027; it could be worth $10B / $200 per share.

All-In Podcast2026-06→

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$AKTS
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Actis Oncology
HIGHoleg nelman·All-In Podcast·2 months ago· position
Oleg Nelman pitches Actis: radiotherapy with a real moat (isotopes off-limits to China) and a clinical readout in Q1
Radiopharmaceutical mini-proteins with a $500M EV and $300M cash. Validated targets (Nectin-4, B7H3). The actinium isotope is manufactured only in the US — a structural moat against Chinese biosimilars. Clinical data is expected in Q1 2027; it could be worth $10B / $200 per share.
"The company I'm going to 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…"
33:45