Actinium Pharmaceuticals (ATNM) Investor presentation summary

Investment thesis and strategic positioning

• Differentiated radiotherapy pipeline shaped by deep disease biology understanding, with key 2026 data readouts and cash runway into 2028 ($42.1M cash, no debt, 31.4M shares outstanding).

• Two solid tumor assets (ATNM-400, Actimab-A MDSC) target pan-cancer opportunities, including prostate, lung, and breast cancer.

• Hematology and conditioning franchise is late-stage and partner-ready, addressing the full AML treatment journey and cell/gene therapy conditioning.

• Robust R&D, expanding in-house manufacturing (operational 2H 2026), and strong IP portfolio (~250 patents, including Ac-225 production technology).

Radiopharma landscape and market opportunity

• $17B in recent M&A by Big Pharma has left large radiotherapy infrastructure but sparse pipelines, creating demand for novel assets.

• Industry pipeline dominated by three targets (PSMA, SSTR2, FAP), with innovation gap and underutilized manufacturing capacity.

• Over $10B invested in novel and differentiated radiotherapy platforms since 2024.

Pipeline overview and development stages

• Transformative pipeline spans solid tumors (ATNM-400, Actimab-A MDSC), hematology (Actimab-A, lomab-B), and conditioning (lomab-ACT).

• Programs range from preclinical to Phase 3, targeting high-value indications and seeking collaborators for expansion.