Aktis Oncology Inc. Common stock (AKTS)

FairStock Score: 24/100 — RISKY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a Buffett/Graham-style investor, I start with business quality. Aktis Oncology is a 79-employee drug developer pursuing targeted radiopharmaceuticals, a capital-intensive and scientifically uncertain field. Its lead candidate is in Phase 1b, so there is no commercial product and no durable moat I can underwrite. Revenue is tiny but growing: in fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $3.4M, up from $1.6M in fiscal Q2 2025, the quarter ended 2025-06-30. Yet losses are widening: net income was -$24.1M in fiscal Q2 2026 versus -$18.1M in fiscal Q2 2025; fiscal Q1 2026 revenue was $3.2M and net income -$18.3M. Trailing free cash flow is -$84.6M, and FairStock’s FCF yield is -9.2%. FairStock’s calculations show ROE of -29.45%, ROCE of -15.79%, and a Piotroski F-score of 2/9. The balance sheet shows low debt—D/E 0.02—and FairStock’s Altman Z-score is 7.98, but cash burn is the real issue. At the 2026-10-13 close of $16.64, market cap is $920.2M; FairStock’s price-based calculations put P/E at -12.61 and P/B at 1.90, and its FairStock score is 24/100. The 52-week range is $14.72–$34.19, so price is near the low. That may reflect pessimism, but a negative-earnings biotech cannot be valued like a stable compounder. Graham would demand a margin of safety from assets or earnings; here, value depends on clinical success and financing. Buffett would likely stay within a circle of competence and wait for evidence. I see a speculative pipeline, not a proven business.

In plain English: Aktis Oncology is a small company testing experimental cancer medicines, mainly radioactive drugs that target solid tumors. It is losing money: in the quarter ended 2026-06-30, it brought in $3.4 million and lost $24.1 million. At the 2026-10-13 closing price of $16.64, the shares look expensive compared with today’s losses, but the company’s value really depends on whether its treatments work in testing.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · fiscal Q1 2025 10-Q (period ended 2025-03-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer