Actinium Pharmaceuticals Inc. (Delaware) Common Stock (ATNM)

FairStock Score: 39/100 — MIXED

Key Financials

AI Analysis

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

I approach Actinium as a Graham-style asset bargain but a Buffett-style business question. It is a 27-employee biotech developing antibody radiation conjugates, with Actimab-A in a Phase 2/3 trial and Iomab-ACT earlier. The moat, if any, rests on clinical data and regulatory exclusivity, not on scale. The filings are striking: in fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $35.0M and net income $27.9M. Yet for FY2025 ended 2025-12-31, revenue was only $90,000 and net loss $33.9M; FY2024 net loss was $38.2M; FY2023 net loss was $48.8M. Trailing free cash flow is -$23.2M, a -73.9% FCF yield on the $31.4M market cap at the 2026-10-13 close. FairStock calculations show P/E 2.86, P/B 1.04, debt/equity 0.04, ROE 45.86%, ROCE 11.58%, Piotroski 5/9, and Altman Z-score -7.60. The Graham Number is $2.76, implying a 63.77% margin of safety, but that math may be distorted by the latest quarter's profit. The Lynch category is none because the company lost money in each of the last four years. I would want evidence that Q2 2026 revenue and profit are recurring, not a one-time event, and that cash burn is under control. Without that, book value and low debt offer a margin of safety, while clinical and financing risks remain enormous. Cheapness alone is not quality.

In plain English: Actinium Pharmaceuticals develops targeted radiation therapies for people with cancers and blood diseases, and it is a very small company with 27 employees. Its latest reported quarter, ended June 30, 2026, showed $35.0 million of revenue and $27.9 million of net income, but earlier years were full of losses and cash use. At $1.00 a share on October 13, 2026, the price looks cheap compared with its accounting value and some value measures, but the business remains unproven and could look expensive if the recent profit does not last.

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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 Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

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