Actinium Pharmaceuticals Inc (ATNM)

[Pharmboy46]

A little bit of profit taking on the heels of last week’s run up?

[Pharmboy46]

Nice trends leading up to a strong q4 I hope!

[timberwolf7]

Slide 13 at this link has the latest 'timeline' for the PH 3, Q4 for topline data, BLA submission 1/2 2023 Then 9 months for a decision.. So there is still 'time' before the 'big dance' likely the earliest, end of 2023. Maybe the move in the share price is in anticipation of the PH 3 topline release (or is it because the bio sector ETFs XBI, IBB are making a run lately. Cause ATNMs move that started on the 1st trading day in August mirrors the start of the move up in XBI and IBB.. (don't like the ETFs cause they can jerk individual stocks around too much, both up and down)

put an H in front of the ttps, copy and paste.

ttps://d1io3yog0oux5.cloudfront.net/_c86ecd53cd64339c937ea4a9ef823c7e/actiniumpharma/db/206/944/pdf/Actinium_Investor+Presentation_May+13+2022.pdf

[Pharmboy46]

Pretty good week. If the markets did indeed bottom out in June, and we release great data from our trial in the coming weeks, we may be able to catch the next wave up.

[BrownCornSnake]

Good day.

[Pharmboy46]

Hopefully this momentum will carry through for the rest of the month and we are met with outstanding results to take us through the rest of the year! Late August, early September is the time period I’ve been focused on.

[Pharmboy46]

I’ll take approximately 10% up anytime!

[BrownCornSnake]

Making a little run today. Hopefully we are close.

[Pharmboy46]

Any week now would be just awesome.

[Pharmboy46]

Holding firm here as well!

[BrownCornSnake]

It’s exhausting! But I’m holding strong and buying more.

[timberwolf7]

Well, another month closer, still at a bargain price relative to a target price of $20 (mine)..

Man do biotechs take 'time' to get to the end game or what (LOL)

[timberwolf7]

Because of how well the PH 2 went, I am already expecting the PH 3 to be a repeat (was asking the question of, given how this 'works', why was a PH 3 even necessary or anything more than a half way study (ie, halt the PH 3 at the interim point)..

Whats really crappy timing was, I have another one that the fed DEATH agency delayed a decision on that I was hoping to roll the gains from that one over into shares of this one.. So not getting news until the 3rd qtr might actually work out... and as i plan to sell covered calls starting after the trial results are released... having some 'calmness' in the share price would be to my benefit in terms of 'keeping' the shares.

Be nice to see 'weekly' calls at that point, but suspect the low share count will negate that possibility.

And yeah, where as it would have been nice to get a spike over $40 on the approval decision?? In a lousy market, maybe they get $20 and then have to 'EARN' that $30 or higher the old fashioned way. IE, actually have sales to justify the share price.. Something the market is not 'used' to anymore (mercy)

[Pharmboy46]

I definitely can see how a weak market will be influencing any good news from any company. It’s crappy timing for ATNM to release results but maybe we will enjoy a greater rebound?

[timberwolf7]

Yep, sometime in the 3rd qtr.. And lousy market timing for with a sour market, not expecting the same share price reaction to good news like they might have gotten in a more 'upbeat' environment.

https://www.actiniumpharma.com/product-pipeline/iomab-b

Patient enrollment in the SIERRA trial was completed in the third quarter of 2021 and the last patient on SIERRA was transplanted in the fourth quarter of 2021. Topline data results are expected in the third quarter of 2022.

[Pharmboy46]

We’re definitely due for some good news! Late July, early August perhaps?

[timberwolf7]

Another MONTH closer...

hoping another one happens before this says something 'too good'..

[dia76ca]

There are many near term catalysts...
1.Topline SIERRA data Q3 2022 (July?) already Orphan Drug Status in US and Europe
2.US and ROW Sierra partnership 2022
3. SIERRA BLA filing 1H 2023
4.Iomab-ACT CAR-T data 2022
5. GeneTx data 2022
6.Actimab-A + CLAG update 1H 2022
7.Actimab-A + Venetudax ph.2 1H 2022
8.AWE platform advances 2022
The very attractive European partnership should be followed by an US and ROW partnership. Or perhaps by a BO. Astellas is the 1000 lb. Gorilla in the room. If they like what they have seen so far they could buy up the whole company for a few $Billion. They have multi-Billions in cash! Chicken feed for them...but a nice return for Actinium investors!
No wonder H.C. Wainwright analyst Joseph Pantginis reiterated a Buy rating on Actinium Pharmaceuticals (ATNM – Research Report) and set a price target of $45.00.

[Pharmboy46]

This stock needs Viagra. Can’t keep the share price up for anything…

[dia76ca]

There are many near term milestones.
1.Topline SIERRA data Q3 2022 (July?) already Fast Tracked in US and Europe
2. SIERRA BLA filing 1H 2023
3.Iomab-ACT CAR-T data 2022
4. GeneTx data 2022
5.Actimab-A + CLAG update 1H 2022
6.Actimab-A + Venetudax ph.2 1H 2022
7.AWE platform advances 2022
The very attractive European partnership should be followed by an US and ROW partnership. Or perhaps by a BO. Astellas is the 1000 lb. Gorilla in the room. If they like what they have seen so far they could buy up the whole company for a few $Billion. Chicken feed for them...but a nice return for Actinium investors!
No wonder H.C. Wainwright analyst Joseph Pantginis reiterated a Buy rating on Actinium Pharmaceuticals (ATNM – Research Report) and set a price target of $45.00.

[dia76ca]

I'll try posting the April 2022 Corporate Presentation again. The portfolio is very large. The current European partnership is very good...but it is only the beginning.
https://d1io3yog0oux5.cloudfront.net/_ff332a9fcd49f05da0cf4d0090c6f388/actiniumpharma/db/206/944/pdf/Actinium_Investor+Presentation_April+25+2022_.pdf

[dia76ca]

I had a friend whose life would have been saved by this technology. Her two teenagers were devastated. This is very good news for patients.
https://ir.actiniumpharma.com/press-releases/detail/421

[timberwolf7]

More 'undesirable' PR this morn (and I only say it cause I have some of my shares under the May $7.5 calls (smile)) into my inbox from them.

https: // ir . actiniumpharma. com / press-releases / detail / 421

Remove the 'gaps' for the link. Its good news on PH 3..

[dia76ca]

Topline data is expected in Q3 of 2022. In other words, as early as sometime in July. After that the approval process may be beneficially affected by the fact of Orphan Drug Designation. As the April 12 press release stated...
"Iomab-B has been granted Orphan Drug Designation from the U.S. FDA and the European Medicines Agency (EMA). Iomab-B also has patent terms extending to at least 2036/2037 in the US and EU. In addition, Actinium received positive Scientific Advice from the Committee for Medicinal Products for Human Use (CHMP) of the EMA indicating that the Phase 3 SIERRA trial design, primary endpoint and planned statistical analysis are acceptable as the basis for a Marketing Authorization Application."
As the current partnership is for Europe and the Middle East the EMA approval may be the most important as future milestones and royalties will first flow from that partnership. Investors should anticipate some nice gains going into next year.

[dia76ca]

Very impressive April 2022 Corporate Presentation.
https://d1io3yog0oux5.cloudfront.net/_b6b779799f85b1b5c2814149a6dc8032/actiniumpharma/db/206/944/pdf/Actinium_Investor+Presentation_April+12+2022.pdf

[timberwolf7]

Except for one little detail, the PH 3 has NOT completed, the data is 'unknown'..

And few seem to care to this point in time cause its not a 'sexy' development thats going to sell a lot of the development..

and as a disclaimer: I do expect the data to come close or better than the PH 2 release. Or I wouldn't still be following this one.

sidenote: one of the problems in todays market is, far too many stocks are way ahead of what they can honestly justify by their own fundamentals. I can agree with your $30 once the PH 3 data is known. But until then, without something to sell, and even if the data is good, something they won't be able to sell for approx 6-9 months after the data is known, if even that soon (data assembly, NDA developed and submitted, then 6-9 months for the FDA to act)..

[dia76ca]

This should be $30+ right now...even in this horrible market!
1. 22 million shares.
2. $100 million cash, $452 million milestones, 25% royalties for Europe and ME for first drug.
3. US and ROW to follow.
4. Large portfolio.
5. Collaboration with Astellas
6. BO in the $billions.(Astellas or Roche?)

[timberwolf7]

Added some today, promptly sold the May $7.5s for $1.05/

Decided to take the 'max' from the calls for this month, and roll the dice on keeping the shares.

Why? big jump off the $5.2 area, volume is declining indicating its fading from the recent attention (but it also won't surprise me if as it 'quiets' down, some big boy steps in and grabs a basket of shares, start another run higher, so will be looking for that)

And if it does 'dip', its likely that it will fall below the 13 Day M. Average (instead of the more typical 50) I use, and then have to arm wrestle with that MA line for a bit.

And if I have the shares called away? Gains will be 'achieved' and thats never a bad thing either. Ok, enough for a while unless there is something 'important' to say.

Take care

[timberwolf7]

In for the long haul as well. Been 'trading' this one off and on for a few years now, right around the time the Ph 2 results came out. Plan was to 'increase' the position into the PH 3 data release, and sell CCalls as it would support into approval.

So we will see. Just watching to see if the 'volume' will drop off, some profit taking takes place and holds it under $7.5 (could be wishful thinking now thanks to this news).. But hey, the way it goes isn't it..

Good luck to you as well.

[Pharmboy46]

There’s bound to be some profit taking before the May contract is up! Because I am in it for the long haul, I’ll hope for the best for ya!

[timberwolf7]

Yeah, afraid of that happening with reference to your comment about the staying power. Cause I had sold some of the May $7.5s before this news broke.

What I have to hope for now is that it holds under $7.5, consolidates this 'news' for a bit and lets the volatility and time premiums fade so that i can if I need to close out the calls for 'gains' between now and mid May..

So yep, watching with interest for signs of big buyers nibbling and helping to drive the price up.. To close, sure wasn't expecting that kind of news before the PH 3 completed.. (smile: ie, what can ya do right??)

[Pharmboy46]

Thank you for that information. I hope you are able to buy as much as you want before we see more solid gains. This past week’s gains seem to have some staying power.

[timberwolf7]

Watching the morning activity and happened to catch what tends to indicate someone with deep pockets is 'accumulating'. Have noticed in the past that the 'big boy's like to buy/sell around 10 AM and 3 PM.

And right around a few minutes to 10, shares traded/minute spiked to 80-100K for a few minute period which is indicative of a big order being placed. It also spiked the May call premiums quite nicely for anyone that likes to sell covered calls for a little extra cash. Could have gotten 70 cents a call on the 10s, $1.10 on the $7.5s..

Was afraid this recent 'deal' was going to draw attention to this one, because again, that deal wouldn't have happened unless the 'partner' saw something they liked.

Which means I have to get serious and start grabbing those additional shares I was planning on getting before June a bit earlier and now, a bit pricier than I had expected to be paying..

disclaimer: own shares, selling covered calls while we waited for June/July to arrive

[Pharmboy46]

It’s great that we now have a revenue stream (albeit not as big as the us market) and can go for a couple years without a need for dilution! Best part of this is the low float- hope we keep it that way. I agree that we will hopefully have FDA buy in by the end of the year if not Q1 2023.

[timberwolf7]

I have been thinking that as long as they did as well as the PH 2, it was going to be going to the fda for an approval decision.

And on a more serious note, I was kind of hoping the company would have gotten a PH 3 mid point data dump and been able to say, we are 'replicating' the PH 2, let us get this product to market and help people out already.

Then there is their 'other' program thats got my interest as well, although that one is looking like its going to be a few years before a PH has anything to say..

[Pharmboy46]

Hopefully we will see even greater results in Q3!

[timberwolf7]

While good for 'noise', what I especially like is knowing someone 'else' must be liking what they see taking place. For doubt they would commit to an agreement if they didn't.

And on top of it, the 'dollars' involved aren't chump change. Makes me wonder just what the perceived need and the pricing model might be.

Disclaimer: own shares, someone I know took advantage of the pop today to sell some 'pricey' covered calls for this coming OE day on their shares. Too bad it wasn't me as I already have all of my shares under CC's.

[tilator]

Here:

https://ir.actiniumpharma.com/press-releases/detail/419/actinium-pharmaceuticals-inc-and-immedica-announce

[BooDog]

Nice premarket action!

https://finance.yahoo.com/news/actinium-pharmaceuticals-inc-immedica-announce-110000121.html

[timberwolf7]

Shares quietly up to 22 Million now.. Hmmm.. must have missed something cause the last time I looked, it was somewhere around 14 Mil..

Institutional ownership isn't too bad at this stage, 1.4% for 'insiders', 15% for institutions. Going to be monitoring to see if the institutional % rises as May approaches

[timberwolf7]

Approaching the 3rd qtr may finally be a reason for a move..

Have to remember, they said something about releasing information on the Ph 3 in the 3rd qtr. So as the 3rd qtr approaches, be my guess that we might finally see some 'interest' from the short termers, speculators who watch bios for these type of events to show up and promote a little demand (given this one isn't a household name, the product isn't going to have a 'well known' market to enter into, not sure how many are even paying attention to this one)..

So own some shares, intend to do some adding for the PH 3 release and hopefully its as good as the PH 2 and they proceed with an NDA..

[Pharmboy46]

A cool down day perhaps before we continue upward I hope!

[Pharmboy46]

Good advice. Buy when you can barely stomach it…. Given enough time, the XBI will rise again and people will want to invest in promising biotech! Wish I had dry powder.

[stockguard]

Difficult times all around with the current markets. I add small amts. just to keep cost basis down or trials go south.

[Pharmboy46]

Thank you for the information. Trying to increase my optimism!

[stockguard]

Stock Price Target ATNM
High $45.00
Median $40.00
Low $20.00
Average $35.00
Current Price $4.95

https://money.cnn.com/quote/forecast/forecast.html?symb=ATNM

[Pharmboy46]

Hey, we still have our average 25 dollar price target don’t we?

[stockguard]

Presentations & Webinars
Investor Presentation
https://ir.actiniumpharma.com/presentations-webinars

[Pharmboy46]

If they have a favorable outcome, chances are they could get a decent rate borrowing without diluting the company.

[stockguard]

Actinium: SIERRA Is Progressing Well Towards Final Data Readout
https://seekingalpha.com/article/4475546-actinium-sierra-progressing-well-towards-final-data-readout