Aktis Oncology

AKTS

Market cap $1.27B

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.

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.

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.

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.

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.

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 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.

The mean of analysts' price targets for Aktis (AKTS) points to a 74.7% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

BOSTON, April 16, 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 the appointment of Glenn Gormley, MD, PhD, as an independent director to its Board of Directors and co-chair of the Company's newly established Science and Technology Committee of the Board of Directors.

BOSTON, March 30, 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 the U.S. Food and Drug Administration (FDA) cleared the Investigational New Drug (IND) applications for the Company to proceed to a Phase 1b clinical trial with AKY-25191. AKY-2519 is a miniprotein radioconjugate targeting B7-H3, which is expressed in several solid tumor types including prostate and lung cancers, and is the second clinical stage miniprotein radioconjugate discovered using Aktis' proprietary platform. The Company's lead miniprotein radioconjugate, AKY-1189, targeting Nectin-4, is currently enrolling patients in a Phase 1b clinical study. Aktis' miniprotein radioconjugates are designed to selectively deliver actinium-225 (225Ac), a highly potent alpha-emitting radioisotope, to target-expressing tumors. The Company also provided business updates and reported financial results for the year ended December 31, 2025.