Aktis Oncology (AKTS)
Develops targeted radiopharmaceuticals for solid tumors using miniprotein radioconjugates.
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Develops miniprotein radioconjugates for solid tumors, with clinical programs targeting Nectin-4 and B7-H3 plus discovery and collaboration work beyond the unpartnered pipeline. Revenue is collaboration-based while the business depends on clinical data, regulatory approvals, and radiopharmaceutical supply execution.
Develops targeted radiopharmaceuticals through a proprietary miniprotein radioconjugate platform designed to deliver radioisotopes to solid tumors. The named clinical programs are AKY-1189 for Nectin-4 expressing tumors and AKY-2519 for B7-H3 expressing tumors, with additional discovery work and an Eli Lilly collaboration beyond the unpartnered pipeline.
Operations are centered in Boston, and the sources describe no commercial product-sales footprint. Reported revenue comes from collaboration activity while spending is directed mainly toward research and development.
Execution now depends on enrolling early clinical studies, generating patient data, and supporting radiopharmaceutical supply, including a planned hybrid manufacturing approach. Product candidates must demonstrate safety and efficacy before any marketing approval, and none of the named programs is described as approved or commercialized.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 9, 2026 | Oppenheimer | Initiate | Rating: —Target: — | Target: $40 |
| Aug 19, 2026 | Wedbush | Initiate | Rating: —Target: — | Target: $35 |
| Aug 18, 2026 | BMO Capital | Initiate | Rating: —Target: — | Target: $37 |
| Jun 15, 2026 | Raymond James | Target | Target: — | Target: $40 |
| Jun 2, 2026 | H.C. Wainwright | Target | Target: $30 | Target: $35 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $517.3M · Total debt $11.2M · Total assets $557.6M · Shareholders' equity $484.8M
- Revenue
- $3.4M
- Operating income
- −$28.9M
- Net income
- −$24.1M
No dividends on record.
| Institutions | ≈ 64.30% | 34.34M shares | |
|---|---|---|---|
| 116 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Strategic holders | 11.88% | 6.34M shares | |
| 1 holder · as of Jan 15, 2026 | |||
| Other | ≈ 23.82% | 12.72M shares | |
| remainder | |||
53.40M company shares as of Aug 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
ELI LILLY & CoStrategic10 percent owner | 11.88% | 6.34M | filed Jan 15, 2026 |
Bioimpact Capital LLCInstitution | 9.06% | 4.84M | as of Jun 30, 2026 |
Ecor1 Capital, LLCInstitution | 9.03% | 4.82M | as of Jun 30, 2026 |
Blue Owl Capital Holdings LPInstitution | 5.75% | 3.07M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 4.27% | 2.28M | as of Jun 30, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Aktis Oncology | $21.06 | −4.74% | $1.18B | — | — | 117.4 | — |
| Novartis (ADR) | $142.52 | +0.88% | $268.53B | 21.3 | 15.2 | 4.8 | +0.9% |
| AstraZeneca (ADR) | $165.40 | −1.76% | $261.12B | 25.3 | 15.6 | 4.3 | +6.4% |
| Eli Lilly | $1,159.39 | −0.92% | $1.10T | 39.3 | 28.3 | 13.8 | +47.7% |
| Bristol-Myers Squibb | $61.60 | −1.04% | $127.16B | 13.7 | 9.6 | 2.6 | +5.7% |
| Perspective Therapeutics | $2.59 | −12.67% | $337.6M | — | — | 922.3 | −72.1% |
| Telix Pharmaceuticals | $11.30 | −5.44% | $4.05B | 121.9 | — | 4.4 | +22.2% |
| Actinium Pharmaceuticals | $1.16 | −0.61% | $36.7M | 3.2 | — | 1.0 | — |
| Median | 23.3 | 15.4 | 4.4 | +6.1% |