Aktis Oncology (AKTS) Jefferies Global Healthcare Conference 2026 summary

Strategic vision and platform development

• Aims to expand radiopharmaceuticals to new patient subsets lacking current options, leveraging a proprietary mini-protein radioconjugate platform.

• Advanced two lead assets, AKY-1189 (Nectin-4) and AKY-2519 (B7-H3), into clinical trials, with several additional assets in preclinical development.

• Utilizes a screening library of over 6 billion variants and generative AI to accelerate discovery.

• Collaboration with Eli Lilly has achieved its first milestone, with further candidates expected to be named early next year.

• Well-capitalized with $538 million in cash, providing runway into 2029.

Clinical progress and data highlights

• AKY-1189 demonstrated robust tumor uptake and favorable clearance from normal tissues in multiple tumor types, supporting further development.

• Ongoing NECTINIUM-2 phase I-B trial is dose escalating, with data expected in Q1 2027; expansion planned for multiple tumor types.

• AKY-2519 showed high tumor retention and low normal tissue exposure, with promising dosimetry in prostate and other cancers.

• BActinium-1 study in prostate cancer is enrolling, with both Pluvicto-experienced and naive cohorts; BActinium-2 basket study to start in the second half of the year.

• Both programs target multi-indication, multi-disease opportunities, aiming for mega-blockbuster potential.

Operational infrastructure and supply chain

• Built an end-to-end supply chain with multiple redundancies, including isotope supply agreements and in-house GMP manufacturing suite opening later this year.

• Manufacturing and supply chain capabilities are positioned as key strategic differentiators, ensuring timely delivery and study enrollment.

• Multiple contract manufacturing relationships supplement internal capacity.