Oleg Nodelman

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Oleg Nodelman, mentioned 7 times across podcast episodes and expert conversations analyzed by Sonic.

What Oleg Nodelman has said

Actis Oncology is expected to release initial clinical data for its Nectin-4 program as early as the first quarter of the upcoming year.

bullish·Oleg Nodelman

The radiotherapy sector has seen $15 billion in M&A and deal-making in the last few years, with major pharmaceutical companies like Bristol, Novartis, Bayer, and Lilly actively seeking assets.

bullish·Oleg Nodelman

EcoR1 Capital estimates Actis Oncology could be worth $10 billion, or $200 per share, if even one of its programs successfully makes it to market.

bullish·Oleg Nodelman

Actis Oncology is expected to release initial clinical data for its Nectin-4 program as early as the first quarter of the upcoming year.

Expert perspectiveOleg NodelmanJun 12

The radiotherapy sector has seen $15 billion in M&A and deal-making in the last few years, with major pharmaceutical companies like Bristol, Novartis, Bayer, and Lilly actively seeking assets.

Expert perspectiveOleg NodelmanJun 12

EcoR1 Capital estimates Actis Oncology could be worth $10 billion, or $200 per share, if even one of its programs successfully makes it to market.

SpeculativeOleg NodelmanJun 12

EcoR1 Capital has annualized returns at 20% since its inception and currently manages about $2.5 billion.

Expert perspectiveOleg NodelmanJun 12

Actis Oncology's lead programs target Nectin-4 for bladder cancer and B7H3 for major solid tumors like prostate, colorectal, and lung cancer.

Expert perspectiveOleg NodelmanJun 12

The radioisotope actinium, used by Actis Oncology, is a byproduct of US nuclear programs and is not available in countries like China, creating a competitive moat.

Expert perspectiveOleg NodelmanJun 12

Actis Oncology's recent $300 million IPO was 18 times oversubscribed and was backstopped by a $100 million order from Eli Lilly.

Expert perspectiveOleg NodelmanJun 12

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