Aktis Oncology (AKTS) Corporate presentation summary

Vision and strategy

• Aims to expand targeted radiopharmaceuticals to large patient populations using a novel miniprotein radioconjugate platform and a patient-centric, end-to-end manufacturing and supply chain.

• Focuses on strong execution, with key milestones achieved in 2026 and momentum building for 2027, including Fast Track designation and IND clearance for lead programs.

Market opportunity

• Targeted radiopharmaceuticals are projected to become a major category in cancer care, with a total addressable market potentially exceeding $60B post-2030.

• Growth is expected to mirror the ADC market, driven by non-overlapping resistance, new technologies, and expansion into large tumor types.

Platform and supply chain

• The miniprotein radioconjugate platform offers high tumor penetration, selective binding, fast clearance, and is isotope-agnostic for both imaging and therapy.

• Manufacturing is resilient and scalable, with multiple suppliers for miniproteins and isotopes, and an operational GMP suite expected in 2H'26.