Editor’s Note: My team recently released the AI Profit Predictor. It’s our newest AI algo that selects new trades every week – with some amazing results.
113% in NEXTERA in 2 days. 100% in Gilead Sciences in 3 days. 151% in Microsoft in 2 days.
A small cancer-focused biotech is quietly breaking out.
Aktis Oncology (Nasdaq: AKTS) is up about 33% from its January IPO price. And the stock is moving again after a high-profile pitch in Napa Valley.
Aktis priced its IPO at $18 a share on January 8, raising $318 million. The deal was 18x oversubscribed.
Eli Lilly (NYSE: LLY) anchored the offering with a $100 million purchase - a third of the deal. That purchase is a real positive signal from a credible pharma stock.
Aktis is a clinical-stage biotech developing targeted radiopharmaceuticals — drugs that deliver a radioactive payload directly to solid tumors while sparing healthy tissue.
The bull case got a public airing at the All-In Liquidity Summit, where EcoR1 Capital founder Oleg Nodelman pitched the stock to a room of investors. His firm owns a meaningful stake, and he sits on the board.
Are you ready to “test drive” the new AI Profit Predictor? Here’s a link to check it out.
Here’s the pitch…
Aktis has built a platform that acts like a swarm of micro-drones, finding cancer cells by molecular recognition and detonating a blast radius about the width of a single cell. High potency, minimal collateral damage.
The two lead programs target Nectin-4 (bladder cancer) and B7-H3, which shows up on prostate, lung, and colorectal tumors. Initial clinical data is guided for 2027, with the first readout as early as Q1.
Even if one program reaches market, Aktis could be worth $10 billion. That translates into roughly $200 a share – versus the current price of $24.
There's been roughly $15 billion in radiopharma M&A in recent years. Big pharma companies — Lilly, Novartis, Bayer, Bristol — are hungry for assets. The modality is hard to copy: the radioisotopes involved aren't readily available to Chinese manufacturers, which gives the field a rare moat.
It’s also important to consider the risks. This is clinical-stage biotech with no products and no recurring revenue. A bad trial readout could cut the stock in half or worse.
The IPO lock-up expires July 8. That means more shares will be available for trading – and could negatively impact the stock price in the near-term.
My team recently began using the AI Profit Predictor. It’s a new way to find trades with a high probability of profit. And I’d like to share it with you.
Ian Wyatt
Editor, IPO Watch