What are radiopharmaceuticals and how do they work?

Radiopharmaceuticals are medicines that contain radioactive compounds designed to target and destroy cancer cells with precision. They work by delivering radiation directly to tumours whilst minimising damage to healthy tissue, offering a more targeted approach than traditional radiation therapy.

Why was Aktis Oncology's IPO significant for the sector?

Aktis Oncology's IPO was significant because it was upsized by 50% and priced at the top of its range, raising around $318 million. The strong backing from pharmaceutical giant Eli Lilly demonstrated institutional confidence in radiopharmaceutical therapies and served as a positive signal for the entire sector.

What does 'clinical-stage' mean for biotech companies?

Clinical-stage refers to companies that are testing their treatments in human trials but haven't yet received regulatory approval for commercial sale. These companies typically carry higher risk but also higher potential rewards, as successful treatments can lead to significant market opportunities.

How risky are biotech investments compared to other sectors?

Biotech investments are generally considered higher risk than traditional sectors because they depend on successful clinical trials and regulatory approvals, which can be unpredictable. However, they also offer the potential for substantial returns when treatments prove successful and reach the market.

What role do medical isotopes play in this industry?

Medical isotopes are radioactive elements essential for creating radiopharmaceuticals. Companies that supply these isotopes and related production capabilities form a critical part of the value chain, as they enable the manufacturing of the radioactive compounds used in cancer treatments.

14 handpicked stocks

Radiopharma Revolution: Promise Meets Market Risk

Aktis Oncology's highly successful and upsized IPO, strongly backed by pharma giant Eli Lilly, signals a surge of investor confidence in radiopharmaceutical cancer therapies. This theme focuses on the companies poised to ride this wave of investment and innovation in one of biotech's most promising frontiers.

Han Tan | Market Analyst

Published on January 9

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

Eli Lilly and Company

LLY

Current price

$989.12

A major pharmaceutical company that strongly backed Aktis Oncology's IPO and is actively engaged in radiopharmaceutical discovery and development.

Novartis AG

NVS

Current price

$154.87

A global pharmaceutical leader with a significant footprint in radioligand therapy, including its approved cancer treatment Pluvicto.

Merck & Co. Inc.

MRK

Current price

$115.43

A global healthcare company with a leading oncology portfolio, including Keytruda, and extensive research into novel cancer therapies.

GE HEALTHCARE TECHNOLOGIES INC.

GEHC

Current price

$72.17

Lantheus Holdings

LNTH

Current price

$78.50

Perspective Therapeutics Inc

CATX

Current price

$5.22

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Your Basket's Financial Footprint

The basket's total market capitalisation is $1.77T and is heavily anchored by a few very large-cap stocks. Those top holdings represent roughly 90% of the total, so the basket tends to offer greater stability and lower idiosyncratic risk.

Key Takeaways for Investors:

Large-cap dominance implies generally lower volatility and closer tracking of broad market performance than small-cap‑heavy baskets.
Suitable as a core, diversified holding rather than a speculative, concentrated growth position.
Expect steady, long‑term value accumulation; unlikely to deliver rapid, short‑term explosive gains.

Total Market Cap

LLY: $1.03T
NVS: $300.80B
MRK: $275.48B
Other

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.

If you invested across these assets:

≈

In 12 months it might be worth:

$1,000.00

+20.65%

≈

About This Group of Stocks

Our Expert Thinking

Aktis Oncology's successful and upsized IPO, strongly backed by Eli Lilly, has ignited fresh investor confidence in radiopharmaceutical cancer therapies. This breakthrough moment signals growing institutional support for treatments that use radioactive compounds to precisely target and destroy cancer cells, creating a potentially favourable environment across the entire value chain.

What You Need to Know

This group spans the complete radiopharmaceutical ecosystem, from innovative biotechs pioneering new treatments to established pharmaceutical giants and specialised suppliers providing critical isotopes. The sector combines cutting-edge science with significant growth potential, though it carries the inherent risks associated with clinical-stage medical developments.

Why These Stocks

These companies were handpicked by professional analysts to capture the diverse opportunities within the radiopharmaceutical revolution. The selection includes market leaders with approved treatments, promising clinical-stage developers, essential equipment manufacturers, and critical supply chain providers, offering comprehensive exposure to this dynamic field.

Group Performance Snapshot

20.65%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 20.65% over the next year.

12 of 14

Stocks Rated Buy by Analysts

12 of 14 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚀

IPO Success Creates Momentum

Aktis Oncology's oversubscribed IPO and Eli Lilly's backing signal strong institutional confidence in radiopharmaceutical therapies, potentially lifting the entire sector.

🎯

Precision Medicine Revolution

These companies are pioneering treatments that can target cancer cells with surgical precision using radioactive compounds, representing a major leap forward in oncology.

💡

First Mover Advantage

You're getting early access to a breakthrough field where successful treatments could transform cancer care and generate substantial returns for early investors.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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Adobe's $150 million settlement with the DOJ over deceptive cancellation practices signals a major regulatory crackdown on "subscription traps." This industry-wide shift toward transparent pricing creates significant opportunities for companies providing clear, consumer-friendly billing platforms and subscription management software.

Radiopharma Revolution: Promise Meets Market Risk

Top Picks from This Group

Your Basket's Financial Footprint

12 Month Growth Potential

About This Group of Stocks

Our Expert Thinking

What You Need to Know

Why These Stocks