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Actinogen Medical (ASX:ACW), an Alzheimer's disease drug developer, rallied ahead of a key clinical milestone. In November 2025, Pengana Capital Group reported Actinogen rose 71% as the company approached a futility test in January for its randomised Alzheimer's study, ahead of a full readout later. Actinogen operates in the Healthcare sector within the Biotechnology industry, and Thesis Tracker has captured 2 comments from 1 fund manager, Pengana Capital Group. Founded in 1999 by Geoff Brooke and David Keast and headquartered in Sydney, Actinogen Medical is a clinical-stage biotechnology company developing xanamem, an oral therapy designed to reduce excess cortisol in the brain, for the treatment of Alzheimer's disease and depression, with its XanaMIA Phase 2b/3 trial in patients with mild to moderate Alzheimer's disease identified by blood biomarkers, alongside programs in major depressive disorder, and partnering discussions with larger pharmaceutical companies dependent on clinical results.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Pengana Capital Group have invested in Actinogen Medical Ltd (ASX:ACW).
Pengana highlights the upcoming futility analysis and later full readout of Actinogen's Alzheimer's trial as key catalysts that drove a 71% share price rise.
The available commentary does not set out specific risks, though as a clinical-stage biotech Actinogen's value depends heavily on trial outcomes, and a failed futility test would be a major setback.
Actinogen Medical Ltd. is an Australian clinical-stage biotechnology company headquartered in Sydney. Founded in 1999 by Geoff E. D. Brooke and David Keast, the firm develops novel treatments for cognitive impairment linked to neurological, psychiatric, and metabolic diseases driven by elevated cortisol. Actinogen focuses on addressing unmet medical needs through innovative therapeutic research.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.