Targeted drugs carrying radioactive isotopes to deliver radiation directly to cancer cells. Theranostics combines diagnostic imaging with targeted therapy. Massive investment in isotope supply chains (Ac-225, Lu-177) is enabling growth.
A 50/50 partnership worth up to $4.3B pairs Regeneron's antibody discovery platform with Telix's radiopharmaceutical manufacturing and global supply chain. The deal signals that biologics giants see targeted radiotherapy as the next frontier in oncology.
Apr 13, 2026 · 6 min read
TerraPower Isotopes' $450M Ac-225 production facility targets the critical bottleneck constraining alpha-emitting radiopharmaceutical development. We map the isotope supply chain, the physics of alpha vs beta emitters, and which clinical programs are supply-gated.
Apr 6, 2026 · 10 min read
The Gates-backed nuclear isotope venture plans a dedicated Ac-225 facility, addressing the critical supply bottleneck that has constrained next-generation alpha-emitting radiopharmaceutical development.
Mar 15, 2026 · 5 min read