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$AKTS

Actis Oncology
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sentiment mix
bull 100%bear 0%neu 0%

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signal summary

latest high-conviction thesis
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.

oleg nelmanT2All-In Podcast2026-06-12
confidence 78 / 100impact High
key themes
  • — no theme signal —
bull thesis · 1
bull score91 / 100
bear thesis · 0
  • — none —
bear score—