Spencer Knight

🚨 The Isotope Wars in Radiopharma - who wins? → The field has 300+ therapeutic RLT trials active right now. → But the constraint is no longer molecules. → It’s atoms. ⚛️ Lu-177 → Scaled but Fragile Capacity looks abundant: Novartis, ITM Isotope Technologies Munich SE, SHINE Technologies, Curium Pharma have all scaled reactor output. On paper, supply is “unconstrained.” But resilience still depends on: • A handful of aging European reactors • Enriched Yb-176 - historically Russian, only now diversifying One outage or geopolitical hiccup, and the chain cracks. 🔥 Ac-225 → The Existential Choke Point Global supply remains in low single-digit curies per year. Even if U.S. Department of Energy (DOE), TerraPower, NorthStar Medical Radioisotopes, LLC, BWXT, ITM Isotope Technologies Munich SE, and Eckert & Ziegler SE all scale… 👉 One successful PSMA launch could swallow most of it overnight. That’s why investors are actively funding hedges: Pb-212, At-211, Tb-161, Cu-67. ☢️ Pb-212 → Industrial Scale in Sight Orano Med is leading the way. → With parent Orano’s thorium supply, they control the feedstock others lack. → Their Alpha Therapy Labs in the US and France target >10,000 doses/year by mid-decade, scaling 10× by 2030. → The generator model makes Pb-212 a true hedge against Ac-225 scarcity - and Orano Med is the company best placed to deliver it at scale. 🌀 At-211, Cu-67, Tb-161 → Next Plays • At-211: 7.2h half-life → hyper-local cyclotron networks now being built in US/EU. • Cu-67: Moving into clinical supply (Clarity Pharmaceuticals ↔ Nucleus RadioPharma deal), with Nusano targeting production in its new facility build-out (2025–26). • Tb-161: “Lu-177-plus” physics, but depends on scarce Gd-160 enrichment - only now diversifying outside Russia/China. 🏭 Vertical Integration = The Moat This is the pattern: • Novartis building its own isotope lines • Eli Lilly and Company acquiring POINT Biopharma, a wholly owned subsidiary of Eli Lilly and Company • Lantheus buying Evergreen Theragnostics • ASP Isotopes scaling Yb-176 & Gd-160 enrichment • Orano Med - uniquely de-risked, with parent Orano’s thorium supply enabling secured Pb-212 production at industrial scale • Eckert & Ziegler SE expanding Ac-225 and Pb-212 supply chains in Europe The game is shifting from “who has the ligand” → who owns isotope + GMP + logistics. 🔮 The Thesis This isn’t one bottleneck. It’s three simultaneous wars: 1️⃣ Physics - half-lives dictate your business model 2️⃣ Geopolitics - precursor supply concentrated in Russia/China 3️⃣ Capital - only those locking supply with prepaid deals today will still be running by 2027 📈 My Prediction ➡️ By 2027, valuations in radiopharma won’t hinge on clinical data alone. ➡️ They’ll hinge on who survived the isotope wars with supply secured. What's your prediction? #radiopharma #isotopes #RLT #theranostics

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🚨 $1.3B Bet Pays Off: AstraZeneca Just Hit the Jackpot 🚨 AstraZeneca dropped $1.3 BILLION to acquire CinCor and its mid-phase hypertension drug baxdrostat in 2023 and they’ve just nailed a Phase 3 win. 📉 In patients with uncontrolled hypertension: ✅ Statistically significant drop in systolic BP ✅ Success across key secondary endpoints ✅ Well tolerated with a solid safety profile ✅ Signals major potential for resistant hypertension 📈 Baxdrostat also showed strong results in patients who reached SBP <130 mmHg in just 12 weeks. Why it matters: 🔬 Novel mechanism: selectively blocks aldosterone without impacting cortisol 🫀 First real innovation in blood pressure drugs in over 20 years 💥 Massive commercial potential in combo with Farxiga for CKD Remember… this came just months after a failed Phase 2 trial. That flop helped AZ secure better acquisition terms, and now they might be sitting on the next billion-dollar blockbuster. 🛎️I post weekly on major pharma moves, biotech breakthroughs, and validation trends across the U.S. Follow me to stay in the loop! 👇 What’s your take on this move, smart bet or lucky break? #AstraZeneca #CinCor #Baxdrostat #Hypertension #PharmaDeals #DrugDevelopment #ClinicalTrials #LifeSciences #CardiovascularHealth #PharmaNews #GxP #Validation

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🚀 Big pharma money is on the move and small biotechs should be paying attention 🚀 Sanofi Ventures just raised $625M to fuel innovation in rare disease, neurology, immunology, and vaccines. For early-stage biotechs, this could mean survival and speed in a tough funding climate. It also means small companies will need sharper market access and pricing strategies earlier than ever. 👉 Will pharma VCs reshape the biotech funding landscape in 2026?

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This week, for the "𝗦𝘁𝗮𝗿𝘁𝘂𝗽 𝗼𝗳 𝘁𝗵𝗲 𝘄𝗲𝗲𝗸" 𝘀𝗲𝗿𝗶𝗲𝘀, we move in the neurodegenerative space with the UK-based biotech Harness Therapeutics. Harness Therapeutics is taking a novel approach to oligonucleotide therapy. In fact, while most ASOs are designed to suppress gene expression, Harness focuses on 𝘀𝗲𝗹𝗲𝗰𝘁𝗶𝘃𝗲𝗹𝘆 𝗮𝗰𝘁𝗶𝘃𝗮𝘁𝗶𝗻𝗴 𝗴𝗲𝗻𝗲𝘀 with protective or disease-modifying effects. Their lead programme targets 𝗙𝗔𝗡𝟭, 𝗮 𝗗𝗡𝗔 𝗿𝗲𝗽𝗮𝗶𝗿 𝗲𝗻𝘇𝘆𝗺𝗲 that plays a role in 𝗰𝗼𝘂𝗻𝘁𝗲𝗿𝗮𝗰𝘁𝗶𝗻𝗴 𝗿𝗲𝗽𝗲𝗮𝘁 𝗲𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻𝘀 𝗶𝗻 𝗛𝘂𝗻𝘁𝗶𝗻𝗴𝘁𝗼𝗻’𝘀 𝗱𝗶𝘀𝗲𝗮𝘀𝗲, a key pathological driver. Preclinical development is underway, with 𝗳𝗶𝗿𝘀𝘁-𝗶𝗻-𝗵𝘂𝗺𝗮𝗻 𝘀𝘁𝘂𝗱𝗶𝗲𝘀 𝗽𝗹𝗮𝗻𝗻𝗲𝗱 𝗳𝗼𝗿 𝟮𝟬𝟮𝟲. Backed by a strong syndicate of life sciences investors and a founding team with deep RNA expertise, Harness is quietly building a platform with the potential to shift how we treat neurodegenerative diseases. 👉 Learn more in the carousel Andy Billinton Marc Watson #biotech #oligonucleotides #neurodegeneration #neurodegenerativediseases #biotechstartup #ASOs

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🚀 New Partnership Alert Arkivum has teamed up with PHARMASEAL to deliver a complete end-to-end clinical trial technology solution. By combining Arkivum’s GxP-validated digital archiving with PHARMASEAL’s Engility CTMS & eTMF, sponsors can now: ✅ Build data-retention planning in from day one ✅ Ensure long-term integrity, accessibility & inspection readiness ✅ Stay fully compliant with ICH E6 (R3), EU CTR, and evolving regulations “This partnership will increase awareness of the importance of a fit-for-purpose solution to preserve all essential clinical trial records and data,” said Chris Sigley, CEO of Arkivum. Ricky Lakhani, Chief Product Officer at PHARMASEAL, added, “It guarantees that critical trial records remain accessible, compliant, and usable for decades to come.” This collaboration future-proofs clinical trial records, keeping essential data secure and usable for decades. #ClinicalTrials #LifeScienceNews #BioPharma #CRO

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🚨 Another Big move in the biologics CDMO space 🚨 Sandoz plans to acquire Just - Evotec Biologics Biologics EU (Toulouse site) for $300M. 🔹 Evotec is shifting to an asset-light, tech-first model, licensing out its continuous manufacturing platform. 🔹 Sandoz gets full control of a purpose-built biologics site, expanding its biosimilar capabilities. 🔹 This deal signals where the market’s headed: efficiency, scalability, and tech-led partnerships. Is this the start of a new playbook? IP-driven growth > bricks and mortar. #CDMO #Biologics #Sandoz #Evotec #Biosimilars #Biomanufacturing #Outsourcing #PharmaStrategy #BD #Growth #Biopharma

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Upperton Pharma Solutions secures grant for oral vaccine delivery research! They will be part of the first VaxHub Sustainable Platform Funding Call, in collaboration with the University of Oxford 🎓 💊 By advancing oral vaccine delivery, the project aims to: - Induce mucosal immunity - Improve stability & simplify distribution - Enable self-administration “Oral vaccine delivery has the potential to transform global immunisation and pandemic response strategies, and this project is a significant step forward where we can apply our formulation development expertise." – Richard Johnson (CSO) 📅 The joint project is set to complete in summer 2026. 👩‍🔬 Who is Upperton? A fully integrated CDMO with a 60,000 sq. ft facility in Nottingham, supporting clients from pre-clinical development through to commercial supply. 🌍 About VaxHub Sustainable A UKRI EPSRC-funded research initiative, co-led by Prof Martina Micheletti and Prof Dame Sarah Gilbert, focused on positioning the UK as a global leader in sustainable vaccine manufacturing. Full article in the comments 👇 #CDMO #UppertonPharma #OralVaccines

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