Aktis Oncology
Develops targeted radiopharmaceuticals for solid tumors using miniprotein radioconjugates.
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Profile
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
Key statistics
Year to date +15.0% · Average volume (30d) 274.6K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 19, 2026 | Wedbush | Initiate | Outperform | $35 | |
| Aug 18, 2026 | BMO Capital | Initiate | Outperform | $37 | |
| Jun 15, 2026 | Raymond James | Target | $40 | ||
| Jun 2, 2026 | H.C. Wainwright | Target | $30 | $35 | |
| Mar 9, 2026 | H.C. Wainwright | Target | $30 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 13, 2026Q2 FY26 | −$0.43 | −$0.44 | −2.2% | $2.7M | $3.4M | +25.4% | +4.79% |
| May 11, 2026Q1 FY26 | −$0.31 | −$0.38 | −22.6% | $1.9M | $3.2M | +67.2% | +7.99% |
| Mar 30, 2026Q4 FY25 | −$21.59 | −$18.19 | +15.8% | $3.3M | $1.9M | −43.0% | +8.16% |
Financial highlights
| 4 quarters | — | — | Q4 FY24 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | — | — | $933.0K | $1.9M | $3.2M | $3.4M | |
| Gross profit | — | — | $933.0K | $1.9M | $2.6M | $2.5M | |
| Operating income | — | — | −$15.6M | −$17.4M | −$22.7M | −$28.9M | |
| Net income | — | — | −$12.1M | −$15.1M | −$18.3M | −$24.1M | |
| Diluted EPS | — | — | −$0.23 | −$0.28 | −$0.33 | −$0.44 | |
| Gross margin | — | — | 100.0% | 100.0% | 79.8% | 74.0% | |
| Operating margin | — | — | -1,675.8% | -929.1% | -703.6% | -854.0% |
Balance sheet, Jun 30, 2026Cash & short-term investments $517.3M · Total debt $11.2M · Total assets $557.6M · Shareholders' equity $484.8M
Dividends
No dividends on record.
Ownership
Shares outstanding 53.40M · Float 483.1K · 0.9% free float
Insiders — no current Form 4 position.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| ELI LILLY & Co · 10 percent owner | 6.34M | Form 4 | Jan 15, 2026 | |
| Bioimpact Capital LLC | 4.84M | 9.06% | 13F | Aug 14, 2026 |
| Ecor1 Capital, LLC | 4.82M | 9.03% | 13F | Aug 14, 2026 |
| Blue Owl Capital Holdings LP | 3.07M | 5.75% | 13F | Aug 11, 2026 |
| BlackRock, Inc. | 2.28M | 4.27% | 13F | Aug 7, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- Novartis (ADR)
Market leader in PSMA and SSTR2 radioligand therapy
- AstraZeneca (ADR)
Ac-225 radioconjugates through Fusion Pharmaceuticals
- Eli Lilly
Radioligand platform owner through POINT Biopharma
- Bristol-Myers Squibb
Actinium-based radiopharma platform through RayzeBio
- Perspective Therapeutics
Pure-play Pb-212 targeted alpha therapy developer
- Telix Pharmaceuticals
Commercial radiopharma company with late-stage therapies
- Actinium Pharmaceuticals
Clinical-stage Ac-225 targeted radiotherapy peer
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Aktis Oncology | $25.78 | +0.06% | $1.38B | — | — | 162.3 | — |
| Novartis (ADR) | $153.81 | 0.00% | $292.35B | 23.2 | 16.4 | 5.3 | +0.9% |
| AstraZeneca (ADR) | $161.79 | −0.55% | $252.33B | 24.4 | 15.2 | 4.1 | +6.4% |
| Eli Lilly | $1,173.00 | −0.08% | $1.10T | 39.4 | 28.7 | 13.9 | +47.7% |
| Bristol-Myers Squibb | $66.60 | +0.05% | $136.00B | 14.7 | 10.5 | 2.8 | +5.7% |
| Perspective Therapeutics | $3.21 | +3.67% | $354.7M | — | — | 969.1 | −72.1% |
| Telix Pharmaceuticals | $11.29 | +0.18% | $3.82B | 113.3 | — | 4.0 | +22.8% |
| Actinium Pharmaceuticals | $1.02 | +0.99% | $31.7M | 2.8 | — | 0.9 | — |
| Median | 23.8 | 15.8 | 4.1 | +6.1% |