Monitor upcoming ASCO 2026 presentation (May 29–June 2) for AKY-2519 imaging/dosimetry data, which could provide early clinical validation. The next major catalyst is preliminary Phase 1b data for AKY-1189 in Q1 2027. No immediate trading catalyst from this filing.
Price Chart
Executive Summary
Aktis Oncology reported Q1 2026 financial results, highlighting a net loss of $18.3 million (vs. $15.0 million a year ago) and collaboration revenue of $3.2 million (up from $1.4 million). The company has a strong cash position of $538.5 million, boosted by its January 2026 IPO, and is advancing two Phase 1b radiopharmaceutical programs with key data readouts expected in 2027. The filing is a routine quarterly update for a pre-revenue clinical-stage biotech with no material surprises vs. consensus.
Key Financial Metrics
Key Facts
- Net loss of $18.3 million for Q1 2026, compared to $15.0 million in Q1 2025
- Collaboration revenue of $3.2 million, up from $1.4 million year-over-year
- Cash, cash equivalents and marketable securities of $538.5 million as of March 31, 2026, expected to fund operations into 2029
- Completed IPO in January 2026, raising gross proceeds of approximately $365.4 million
- Initiated Phase 1b trial of AKY-2519 in mCRPC; preliminary data expected in 2027
- Enrolling patients in Phase 1b trial of AKY-1189; preliminary data expected in Q1 2027
- AKY-2519 imaging and dosimetry data to be presented at ASCO 2026
Financial Impact
Net loss widened by $3.3 million year-over-year; collaboration revenue increased by $1.8 million; cash position strengthened by $311.7 million from IPO proceeds
Risk Factors
- Clinical-stage company with no approved products; pipeline failure risk
- Net loss widening as R&D and G&A expenses increase with pipeline advancement
- Dependence on successful clinical data readouts for stock re-rating
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-216716 |
| Document: ck0002035832-20260511.htm | 0001193125-26-216716 |
| Document: 0001193125-26-216716-index-headers.html | 0001193125-26-216716 |
| Document: 0001193125-26-216716-index.html | 0001193125-26-216716 |
| Document: 0001193125-26-216716.txt | 0001193125-26-216716 |
| 8-K Data (Synthetic) | 0001193125-26-216716 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 15, 2026 6w ago | Institutional Cluster | $24.72 $22.41 | ▼ −9.34% | ▼ −7.37% | $18.11 (−26.74%) |
Jul 10, 2026 12w ago | Insider Cluster | $27.88 $24.13 | ▼ −13.45% | ▼ −15.88% | $18.11 (−35.04%) |
May 21, 2026 19w ago | Press Release | $20.34 $24.48 | ▲ +20.35% | ▲ +21.77% | $18.11 (−10.96%) |
May 11, 2026 20w ago | 8-K | $19.73 $18.58 | ▼ −5.83% | ▼ −4.10% | $18.11 (−8.21%) |
Apr 21, 2026 23w ago | Press Release | $22.00 $18.50 | ▼ −15.91% | ▼ −19.07% | $18.11 (−17.68%) |
Mar 30, 2026 26w ago | Press Release | $17.89 $18.87 | ▲ +5.48% | ▼ −3.94% | $18.11 (+1.23%) |
US Market Status
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