Radiopharm Theranostics (RAD) AGM 2025 Presentation summary

Investment highlights and financials

• Advancing five first-in-class radiopharmaceutical molecules, including four therapeutics and one diagnostic.

• Redundant and secure supply chains for key radioisotopes Lu177 and Tb161.

• Strategic partnerships with Lantheus and MD Anderson Cancer Center.

• Cash runway extends to Q1 2027.

Clinical pipeline and trial progress

• RAD101 diagnostic for brain metastases in Phase IIb, with 50% enrollment and unique PET agent status.

• RAD204 (PD-L1) and RAD202 (HER2) therapeutics in Phase I, with favorable safety profiles and significant tumor uptake at initial dose levels.

• RV01 (B7H3) and RAD402 (KLK3) therapeutics preparing for Phase I trials, with regulatory and ethics approvals targeted for late 2025.

Commercial potential and market outlook

• RAD101 estimated to exceed $500 million in annual US sales, targeting a large addressable market of 300,000 new cases per year.

• Projected rapid sales growth for RAD101, with peak market share modeled and ASP per dose rising from $2,467 to $5,709 by 2034.

• No direct competitors identified for RAD101 in clinical development for brain metastases.