Value Investor
Start free

Aktis Oncology

AKTS on Nasdaq. Aktis Oncology develops radiopharmaceuticals that deliver radioisotopes to tumors in cancer patients. Market value $1.0bn.

Watch this stockFree. We tell you when something changes.

Should I look at this?

We have not checked this company yet

This is not advice.

Compare with another stock

Who owns it

1 long-term investor we follow owns it, up from 0 last quarter. 114 funds in all.

Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

5 investors own more than 5%.

  • ANSBERT GADICKE
    Passive investor
    at least 19.3%
    (filed with 12 related holders)
    Since 12 January 2026
    What they said

    The MPM Entities acquired the securities reported herein for investment purposes and not with an intent, purpose or effect of changing control of the Issuer. Although the Reporting Persons currently have no plan or proposal to acquire any additional Issuer securities or to…

    Read the filing
  • Eli Lilly and Company
    Passive investor
    11.9%
    Since 12 January 2026
    What they said

    The Reporting Person acquired the securities reported herein for investment purposes and intends to continue to review its investments in the Issuer on an ongoing basis. Except as set forth herein, the Reporting Person does not currently have any specific plan or proposal to…

    Read the filing
  • VV Manager II LLC
    Passive investor
    at least 10.9%
    (filed with 3 related holders)
    Since 12 January 2026
    What they said

    The information set forth in Item 3 of this Statement is incorporated herein by reference. The Reporting Persons hold the securities of the Issuer for general investment purposes. The Reporting Persons may, from time to time, depending on prevailing market, economic and other…

    Read the filing
  • EcoR1 Capital, LLC
    Passive investor
    at least 9.1%
    (filed with 2 related holders)
    Since 12 January 2026
    What they said

    Oleg Nodelman, the manager of EcoR1, is a member of the Issuer's board of directors. The reporting persons acquired securities of the Issuer for investment purposes based on their belief that the Issuer's securities represented an attractive investment opportunity. The reporting…

    Read the filing
  • 5.9%
    Since 31 March 2026

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 3 insiders bought $59m of shares on the open market. 3 sold $3m, $258,621 of it under preset trading plans.

  • Czibere Akos
    Chief Medical Officer
    Sold
    under a preset trading plan
    Date
    23 September 2026
    Shares
    12,500
    Price
    $20.69
    Value
    $258,621
  • Herrmann Ken
    Director
    Sold
    Date
    20 July 2026
    Shares
    4,856
    Price
    $24.56
    Value
    $119,274
  • Herrmann Ken
    Director
    Sold
    Date
    17 July 2026
    Shares
    3,065
    Price
    $25.21
    Value
    $77,259
  • Ron-Bigger Shulamit
    Chief Operating Officer
    Sold
    Date
    8 July 2026
    Shares
    50,000
    Price
    $27.75
    Value
    $1m
  • Czibere Akos
    Chief Medical Officer
    Sold
    Date
    8 July 2026
    Shares
    50,000
    Price
    $27.77
    Value
    $1m
  • Foley Todd
    Director
    Bought
    Date
    12 January 2026
    Shares
    232,870
    Price
    $18.00
    Value
    $4m
  • Kim Helen Susan
    Director
    Bought
    Date
    12 January 2026
    Shares
    835,000
    Price
    $18.00
    Value
    $15m
  • NODELMAN OLEG
    Director
    Bought
    Date
    12 January 2026
    Shares
    2,222,222
    Price
    $18.00
    Value
    $40m

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the warning signs we check for were found.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 30 Mar 2026, plus the 10-Q filed 13 Aug 2026 and 3 later 8-Ks.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
Create a free account to run it

Your first deep dive is free.

What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.