Aktis Oncology: Mini-Proteins With A Targeted Punch

2026-06-11 10:02:13

Aktis Oncology trades at a $1.1B market cap with $540M cash, pricing its pipeline and Eli Lilly collaboration at $560M. The investment thesis hinges on the mini-protein platform targeting Nectin-4, with lead asset AKY-1189's Phase Ib data expected Q1 2027 as a binary catalyst. My conservative base case yields $12/share equity value, well below the ~$20 market price, implying patient expansion is already priced in.

Aktis Oncology to Present at the Jefferies Global Healthcare Conference

2026-05-27 16:05:00

BOSTON, May 27, 2026 (GLOBE NEWSWIRE) -- Aktis Oncology, Inc. (NASDAQ:AKTS) (the “Company”), a clinical-stage oncology company focused on expanding the breakthrough potential of targeted radiopharmaceuticals to large populations, including those not addressed by existing platform technologies, today announced that Matthew Roden, Ph.D., President and Chief Executive Officer of Aktis Oncology, will present at the Jefferies Global Healthcare Conference in New York, New York. The presentation will take place on Wednesday, June 3, 2026, at 4:20 p.m. ET.

Aktis Oncology Reports First-in-Human Clinical Imaging and Dosimetry Data for AKY-2519 Demonstrating Robust Tumor Uptake and Limited Normal Tissue Exposures in Patients with B7-H3 Expressing Tumors

2026-05-21 17:21:00

BOSTON, May 21, 2026 (GLOBE NEWSWIRE) -- Aktis Oncology, Inc. (NASDAQ:AKTS) (Aktis or the Company), a clinical-stage oncology company focused on expanding the breakthrough potential of targeted radiopharmaceuticals to large populations, including those not addressed by existing platform technologies, today reported first-in-human clinical imaging and dosimetry data for AKY-2519, a miniprotein radioconjugate targeting B7-H3 expressing tumors. The data from two separate assessments of AKY-2519 – a clinical imaging and dosimetry assessment in patients with mCRPC and a clinical imaging assessment in patients with various solid tumor types – demonstrated robust tumor uptake and limited normal tissue exposure. These findings, which supported the advancement of a broad clinical development program for AKY-2519, will be presented in two poster presentations at the upcoming 2026 ASCO Annual Meeting, being held May 29 – June 2, 2026, in Chicago.

Why This Biotech Fund Opened a $9 Million Position in a Newly Public Cancer Company

2026-05-13 16:10:31

This clinical-stage biotech develops targeted radiopharmaceutical therapies for cancer using a proprietary miniprotein platform.

Aktis Oncology Reports Financial Results and Business Highlights for First Quarter 2026

2026-05-11 16:01:00

BOSTON, May 11, 2026 (GLOBE NEWSWIRE) -- Aktis Oncology, Inc. (NASDAQ:AKTS) (Aktis or the Company), a clinical-stage oncology company focused on expanding the breakthrough potential of targeted radiopharmaceuticals to large populations, including those not addressed by existing platform technologies, today reported financial results and business highlights for the first quarter ended March 31, 2026.

Aktis Oncology to Present at the BofA Securities Health Care Conference

2026-05-06 08:00:00

BOSTON, May 06, 2026 (GLOBE NEWSWIRE) -- Aktis Oncology, Inc. (NASDAQ:AKTS) (the “Company”), a clinical-stage oncology company focused on expanding the breakthrough potential of targeted radiopharmaceuticals to large populations, including those not addressed by existing platform technologies, today announced that Matthew Roden, Ph.D., President and Chief Executive Officer of Aktis Oncology, will present at the BofA Securities Health Care Conference in Las Vegas, Nevada. The presentation will take place on Wednesday, May 13, 2026, at 10:00 a.m. PT.

Aktis Oncology Initiates Phase 1b Clinical Trial for AKY-2519, a B7-H3 Miniprotein Radioconjugate, in Metastatic Castration-Resistant Prostate Cancer (mCRPC)

2026-05-04 16:05:00

BOSTON, May 04, 2026 (GLOBE NEWSWIRE) -- Aktis Oncology, Inc. (NASDAQ:AKTS) (Aktis or the Company), a clinical-stage oncology company focused on expanding the breakthrough potential of targeted radiopharmaceuticals to large populations, today announced the initiation of a Phase 1b clinical trial of AKY-25191 in patients with metastatic castration-resistant prostate cancer (mCRPC). The mCRPC-dedicated Phase 1b trial is part of Aktis' clinical development strategy to develop AKY-2519 broadly in B7-H3 expressing tumors. Aktis plans to initiate a Phase 1b basket trial in lung, colorectal, and other high B7-H3 expressing solid tumors in the second half of 2026.

Aktis Oncology: 'Buy' Based On Radiotherapeutic Isotope Design For Broad Targeting

2026-04-28 16:40:45

Aktis Oncology is initiated with a "Buy" rating, driven by its innovative miniprotein radioconjugates targeting Nectin-4 and B7-H3 solid tumors. The company expects key catalysts: AKY-1189 phase 1b Part 1 data in Q1 2027 and AKY-2519 ASCO poster presentations and phase 1b initiation in mid-2026. The company's approach aims to expand the radiopharmaceutical market beyond PSMA and SSTR2, leveraging alpha-emitting actinium-225 for broader tumor targeting potential.