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Radiopharm Theranostics Ltd ASX:RAD

1 opened or increased0 held0 reduced or exitedlatest position by manager, past 12 months90 days: 1 increased, 0 reduced. 1 managers in total.

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Opened or increasedHeldReduced or exited Start or end of the position not reported

20 Apr 2026 to today

Commentary 1 comments

DateManagerActionSummary

31 Aug 2026Pengana Capital GroupIncreasedPengana Capital Group increased its exposure to Radiopharm Theranostics Ltd (ASX: RAD) by participating in an A$11.9 million capital raising, after which shares fell 29%. Radiopharm expected to meet the FDA on 1 October to discuss Phase 3 trial design for RAD101, a radiodiagnostic for metastatic brain cancer. Pengana expects the company to out-license this asset in coming months, funding its four therapeutic programs. Pengana compares the potential US$600 million metastatic brain cancer market with the US$240 million glioblastoma market where Telix's Pixclara is approved, noting Telix also plans a metastatic trial. With different targeting mechanisms, Pengana believes there is room for two participants. Radiopharm is 15% owned by Lantheus, which is being acquired by private equity-backed Curium, a potential future acquirer of Radiopharm.

RadiopharmaceuticalsMonthly Report, price recorded $0.01

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About Radiopharm Theranostics Ltd

Healthcare, Biotechnology

Radiopharm Theranostics Limited (ASX:RAD) is a clinical-stage radiotherapeutics company developing radiopharmaceutical products for diagnostic and therapeutic use in areas of high unmet medical need. Its pipeline pairs diagnostics with therapeutics: RAD101/RAD102 (pivalate) for brain metastases, RAD201a/RAD202 (Nano-mAb HER-2) for breast cancer, RAD203/RAD204 (Nano-mAb PDL1) for non-small cell lung cancer, RAD301/RAD302 (Avß6-Integrin) for pancreatic cancer, RAD401/RAD402 (PSA-mAb) for prostate cancer and RAD601/RAD602 (PTPµ) for glioblastoma. The company has a strategic agreement with Lantheus Holdings, Inc. to advance clinical development. Incorporated in 2021, Radiopharm is based in Carlton, Australia.

Market cap: $12m
Price to earnings: Loss-making
Return on equity: -174.7%
Dividend yield: 0.0%
Price to book: 1.36x
Net margin: -436.5%
52-week range: $0.00 to $0.04

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Radiopharm Theranostics Ltd (ASX:RAD)?

Fund managers including Pengana Capital Group have invested in Radiopharm Theranostics Ltd (ASX:RAD).

What opportunities or catalysts do fund managers highlight for Radiopharm Theranostics Ltd?

Thesis Tracker does not currently hold fund manager commentary on Radiopharm Theranostics in this dataset, so no opportunities or catalysts can be summarised.

What are the key risks to the Radiopharm Theranostics Ltd investment thesis, according to fund managers?

Thesis Tracker does not currently hold fund manager commentary on Radiopharm Theranostics in this dataset, so no risks can be summarised.

What does Radiopharm Theranostics Ltd (ASX:RAD) do?

Radiopharm Theranostics Limited is a clinical-stage radiotherapeutics company developing radiopharmaceutical products for diagnostic and therapeutic use in areas of high unmet medical need. Its pipeline pairs diagnostics with therapeutics: RAD101/RAD102 (pivalate) for brain metastases, RAD201a/RAD202 (Nano-mAb HER-2) for breast cancer, RAD203/RAD204 (Nano-mAb PDL1) for non-small cell lung cancer, RAD301/RAD302 (Avß6-Integrin) for pancreatic cancer, RAD401/RAD402 (PSA-mAb) for prostate cancer and RAD601/RAD602 (PTPµ) for glioblastoma. The company has a strategic agreement with Lantheus Holdings, Inc. to advance clinical development. Incorporated in 2021, Radiopharm is based in Carlton, Australia.

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.

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