Actinium's (NYSE American: ATNM) High-Stakes
Sprint: Betting Big on the Explosive Global Cancer Radiotherapy Boom; @ActiniumPharma
Stocks
Mentioned: (NYSE American: $ATNM), (NYSE: $NVS), (NYSE: $LLY)
November 17, 2025- Investorideas.com, a go-to
investing platform covering biotech and pharma stocks issues a snapshot looking
at the radiotherapy cancer market, featuring Actinium Pharmaceuticals, Inc. (NYSE American: ATNM), a pioneer in the development of differentiated, targeted
radiotherapies intended to meaningfully improve outcomes for patients with
advanced cancers. Actinium is deploying
its technologies, capabilities and intellectual property with approximately 250
issued and pending patents worldwide, to develop next-generation radiotherapies
focused on solid tumors, hematology and conditioning for cellular therapies.
The targeted radiotherapies for cancer market is
experiencing significant growth, driven by advancements in technology and
investment.
Paid
news dissemination on behalf of Actinium
Read
this article, featuring ATNM in full at https://www.investorideas.com/news/2025/biotech/11171-actinium-atnm-cancer-radiotherapy-market-growth-biotech-stock-analysis.asp
The cancer radiotherapy market, particularly the
radioligand therapy (RLT) segment, is expanding swiftly. Novartis (NYSE: NVS),
a dominant player in this arena, is targeting RLT revenue by broadening its
portfolio of approved treatments and advancing its development pipeline. According
to multiple sources, Novartis CEO Vas Narasimhan has estimated that
the market for radioligand therapy (RLT) could be valued at between $25 billion
and $30 billion.
Also reported in a Briefglance.com recent article, “Novartis is bolstering its position in the
rapidly expanding field of targeted cancer therapy with a new radioligand
therapy (RLT) manufacturing facility in Carlsbad, California. The investment
underscores the growing demand for personalized cancer treatments and positions
Novartis to capitalize on a market projected for significant growth over the
next decade.”
Continued:
Novartis’s Pluvicto, approved for prostate cancer sales
exceeded $1.39 billion in 2024 and expected to reach approximately $4.3 billion
by 2030. “.
Actinium Pharmaceuticals, Inc. (NYSE American: ATNM) reporting in its recent 10Q filing: “Recently prioritized as our lead program,
ATNM-400, is a highly innovative, first-in-class, and pan-tumor Actinium-225
(“Ac-225”) alpha-emitter targeted radiotherapy candidate with preclinical data
in prostate cancer, non-small cell lung cancer (“NSCLC”) and breast cancer.
“We believe ATNM-400 has the potential to address
critical gaps across multiple treatment settings in each of these targeted
indications and can therefore address large patient populations. Actimab-A is
our most advanced clinical-stage product candidate, which utilizes an antibody
linked to Ac-225 to target CD33, a cell surface protein that Actimab-A is
designed to target, that is expressed ubiquitously in acute myeloid leukemia
(“AML”) and myelodysplastic syndromes (“MDS”) and on myeloid derived suppressor
cells (“MDSC”).”
“We are evaluating Actimab-A’s potential to
synergize with immune checkpoint inhibitors (“ICIs”) such as programmed cell
death 1 (“PD-1) inhibitors in solid tumors by depleting MDSC immune cells.
Iomab-ACT is our next-generation targeted conditioning agent we are developing
with the intent to improve patient access to, and outcomes with, cellular
therapies such as CAR-T for various blood cancer indications and gene therapies
for non-malignant hematologic disorders such as sickle cell disease (“SCD”).”
Commenting on the market opportunity in their 10Q, Actinium
notes,”With the approval of Novartis’ (NYSE: NVS)
Pluvicto® for patients with mCRPC post-taxane therapy and post ARPI therapy and
prior to taxane therapy, targeted-radiotherapy has become a prominent component
of the metastatic prostate cancer treatment paradigm. Pluvicto® generated sales
of approximately $1.4 billion in the first nine months of 2025. In June 2025,
Novartis announced it expects to file an FDA submission in the second half of
2025 for Pluvicto® in metastatic hormone sensitive prostate cancer (“mHSPC”)
that could add approximately 42,500 additional patients to the addressable
market for Pluvicto®. With approximately one-third of patients not responding
to PSMA-directed radiotherapy and that virtually all patients will progress on
PSMA-directed radiotherapy within 12 months, we believe this demonstrates the
high unmet need for a non-PSMA prostate cancer therapy such as ATNM-400.
Continued:
“In August 2025, we received a letter from Novartis
Pharmaceuticals Corporation (the “Novartis Letter”) that is incorporated in
this Form 10-Q as an exhibit. In that letter, Novartis strongly objected to
statements that Actinium made comparing ATNM-400 and Pluvicto®. Given that
ATNM-400 is in preclinical development and that we clearly indicated as such,
we believe that the Novartis Letter is highly unusual. We believe the
particular statements cited by Novartis were not misleading and were accurate
depictions of our research findings that evaluated ATNM-400 versus
177Lu-PSMA-617, the active agent in Pluvicto® as well as 225Ac-PSMA-617, a
targeted radiotherapy that is not yet approved but is being evaluated by
multiple companies including Novartis. As we have reported, ATNM-400
demonstrated superior tumor control and improved overall survival in
preclinical studies in prostate cancer bearing animals compared to 177Lu-PSMA-617.
In addition, ATNM-400 demonstrated efficacy in prostate cancer tumors that
developed resistance to 177Lu-PSMA-617. Therefore, we do not agree with any of
the claims made in the Novartis Letter and do not believe Novartis has
requisite legal authority or basis to challenge Actinium. Therefore, we have
not responded to Novartis but reserve all rights. We believe patients with
mCRPC have high unmet needs that are not addressed by current therapies
including Pluvicto® and intend to continue to develop ATNM-400 with the goal of
addressing these patient needs.
Continued:
“With the only approved targeted radiotherapy in
prostate cancer moving up in the treatment paradigm with very few
differentiated products in clinical development, we believe there is a
significant potential market opportunity for ATNM-400. Currently, over 30
PSMA-targeted radiotherapies are in various stages of development, of which few
offer a substantial efficacy advantage compared to Pluvicto®. Re-treatment with
PSMA-targeting agents has not yet been supported substantially in controlled
clinical trials and could be less effective than targeting a different antigen
due to potential reduction of PSMA surface expression as well as increased
tumor heterogeneity following initial PSMA-targeted therapy.
Continued:
“We have demonstrated that ATNM-400’s differentiated
target is expressed and druggable following ARPI therapy and PSMA radiotherapy.
We believe ATNM-400 can therefore target a significant subset of the mCRPC
patient population with aggressive disease who progressed on second generation
ARPIs or have had no response to or progressed on Lu-177 labelled PSMA-targeted
therapy. As ATNM-400 does not target PSMA, xerostomia or dry mouth, which can
be a significant quality of life issue for patients with metastatic prostate
cancer receiving PSMA-targeted radiotherapies as PSMA is expressed on salivary
glands, would not be expected. Additionally, the antigen targeted by ATNM-400
is implicated in a pathway leading to ARPI-resistance in mCRPC patients and
expression increases post-ARPI treatment; therefore, along with the tumor
suppressing ability of Ac-225, ATNM-400 displays a compelling mechanism for
synergy with ARPIs. This mechanistic synergy is supported by the complete tumor
regression in 40 percent of tumor bearing animals treated with the combination
of ATNM-400 and the ARPI enzalutamide. As a result, we believe ATNM-400 has the
potential to address critical gaps in prostate cancer treatment as a
monotherapy or in combination or sequenced with other therapeutic modalities.”
SEC filing https://ir.actiniumpharma.com/all-sec-filings#document-3317-0001213900-25-110979
Looking at other companies in the market which are taking
a different approach, in September, Lila Biologics an AI/ML-driven protein
therapeutics biotech company announced a global licensing and multi-target research
collaboration with Eli Lilly and Company ( NYSE: LLY)
focused on the discovery, development, and commercialization of novel
radioligand therapies (RLTs) for imaging and treatment of solid tumors. Lila
also announced the launch of its two protein therapeutic platforms, driven by
artificial intelligence (AI) and machine learning (ML), to combat cancer and
non-oncology diseases. Lila’s targeted radiotherapy (TRT)/oncology platform for
solid tumors and long-acting injectables (LAI) platform for non-oncology
conditions are utilizing Lila’s proprietary AI/ML-powered protein design engine
to create the foundation for new drug discovery and breakthrough treatments for
patients.
From
the news:
“We are on a mission to transform patient care by
harnessing machine learning-powered protein design and advanced technologies to
deliver life-changing therapies to patients,” said Jake Kraft, CEO and
co-founder of Lila Biologics. “Lila’s core technology goes beyond ML-enabled
design of high-affinity binders, and we’ve fine-tuned our engine to deliver
precision targeted proteins with optimized drug-like properties that have the
potential to unlock a new generation of treatments that dramatically improve
patients’ quality of life and extend survival time.”
Earlier in the year, Eli Lilly and Company ( NYSE: LLY)
entered into another collaboration in the sector. AdvanCell, a clinical-stage
radiopharmaceutical company specializing in targeted alpha therapies, announced an expansion to the scope and breadth of its
strategic collaboration with Eli Lilly and Company to research and develop
innovative treatments for various cancers.
From
the news:
Under this new agreement, the parties will leverage
AdvanCell’s proprietary Pb-212 production technology and radionuclide
development infrastructure and Lilly’s drug candidate programs and extensive
expertise in drug development to facilitate the development and accelerate the
clinical advancement of an expanded portfolio of targeted alpha therapies.
Continued:
AdvanCell’s competitive advantage in technology
development and the infrastructure it has built to accelerate early-stage
clinical trials in Australia enables AdvanCell to rapidly develop and progress
novel Pb-212-containing radiotherapeutics from discovery into clinical trials.
Continued:
“This collaboration with Lilly represents a
significant milestone for AdvanCell, recognizing our company as one of the
leaders in the Pb-212 targeted alpha therapy space,” said Andrew Adamovich, CEO
of AdvanCell. “By combining our groundbreaking isotope production capabilities,
our team’s expertise and infrastructure with Lilly’s pharmaceutical and
oncology expertise and global scale, we aim to bring transformative treatments
to patients with hard-to-treat cancers. It is especially pleasing to continue
and expand our existing relationship.”
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