Actinium Pharmaceuticals (ATNM) investor relations material

Investment highlights and strategic positioning

• Multi-asset radiotherapy pipeline at an inflection point with key data readouts expected in 2026 and cash runway into 2028 ($48M as of Dec 2025, no debt or warrants outstanding).

• Focus on first-in-class, pan-tumor assets (ATNM-400) for mCRPC, NSCLC, and breast cancer, and Actimab-A for immunotherapy synergy in solid tumors.

• Late-stage, partner-ready hematology and conditioning franchise with two Phase 2/3 assets targeting AML and universal conditioning for cell/gene therapies.

• Positioned to address the innovation gap in radiopharmaceuticals, with robust R&D, in-house manufacturing (operational 2H 2026), and strong IP portfolio (~250 patents).

• Radiopharma landscape dominated by undifferentiated programs; urgent need for novel assets as big pharma consolidates infrastructure but lacks pipeline depth.

Pipeline and clinical development

• ATNM-400: First-in-class Ac-225 radiotherapy with pan-tumor potential, targeting non-PSMA prostate cancer, EGFR-mutant NSCLC, and breast cancer, with robust preclinical efficacy and synergy with standard-of-care agents.

• Actimab-A: Targets MDSCs to enhance PD-1 inhibitor efficacy, aiming to unlock and expand the $40B immunotherapy market; Phase 1 basket trial in MDSC-rich tumors (data expected 2H 2026).

• Hematology franchise includes Actimab-A (mutation-agnostic AML therapy) and lomab-B/ACT (conditioning for BMT, CAR-T, and gene therapy), both Phase 2/3 ready and seeking partners.

• Multiple ongoing and planned trials across AML, MDS, BMT, CAR-T, and sickle cell disease, with significant market opportunities (over 150,000 addressable patients across indications).

Market opportunity and differentiation

• ATNM-400 addresses large, underserved segments in prostate cancer (100,000+ patients), NSCLC, and breast cancer, outperforming current therapies and overcoming resistance in preclinical models.

• Demonstrated superior efficacy and synergy with ARPIs in prostate cancer, and with osimertinib in NSCLC, supporting expansion into earlier lines of therapy.

• In breast cancer, ATNM-400 effective in hormone-positive, triple-negative, and trastuzumab-resistant models, with potential to avoid toxicities seen with ADCs.

• Actimab-A’s MDSC depletion strategy could enhance outcomes in tumors with poor PD-1 response, opening new markets in pancreatic, prostate, and ovarian cancers.