Radiopharm Theranostics Limited (ASX:RAD)
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May 1, 2026, 4:10 PM AEST

Radiopharm Theranostics Earnings Call Transcripts

Fiscal Year 2026

  • A differentiated radiopharmaceutical pipeline is advancing four clinical programs in parallel, with near-term catalysts expected from ongoing phase I and II trials. Imaging agent RAD 101 is nearing phase III and potential commercialization, while operational efficiency and strategic partnerships support growth.

  • Study result

    Interim phase II-B results for RAD101 in brain metastases show 90% of patients achieving the primary endpoint, with PET imaging providing clear diagnostic value over MRI, especially in equivocal cases. The study is nearing completion, with phase III preparations underway and strong commercial interest reported.

  • RAD101 phase II-B interim results showed strong efficacy in brain metastasis, with final data due by mid-year and phase III planning underway. Multiple first-in-class clinical programs are advancing, with key readouts for RAD204 and RAD202 expected by year-end.

  • Radiopharm Theranostics presented its clinical-stage pipeline, highlighting first-in-class radiopharmaceuticals for brain metastasis and solid tumors, with key milestones and data expected by 2026. Strategic partnerships and a strong supply chain support its differentiated, therapeutics-focused approach.

Fiscal Year 2025

  • Study Update

    Interim Phase IIb results show that PET imaging with RAD-101 effectively distinguishes active brain metastases from treatment effects, correlates with patient prognosis, and addresses a major unmet need in post-radiosurgery management. The study is progressing well, with a Phase III trial planned and strong market potential projected.

  • The company is advancing a differentiated radiopharmaceutical pipeline, with five key molecules in clinical or near-clinical stages and strong strategic partnerships. Promising early data and a recent capital raise support a cash runway into Q1 2027, with major clinical readouts expected in 2026.

  • KOL Event

    The event highlighted the urgent need for better imaging in brain metastases, presenting RAD-101 as a promising, first-in-class PET agent with strong early clinical data and no direct competitors. The ongoing phase 2B study is progressing well, with phase 3 and potential partnerships planned to accelerate market entry.

  • KOL Event

    KLK3-targeted radiotheranostics offer a highly specific and promising new approach for prostate cancer, addressing limitations of current PSMA therapies. Preclinical and early clinical data show strong efficacy and safety, with first-in-human trials in Australia planned soon.

  • KOL Event

    Experts highlighted the urgent need for new prostate cancer therapies and introduced B7-H3 as a promising target, with BetaBart engineered for high selectivity and rapid clearance. Preclinical data show strong efficacy and immune memory, and a phase I trial is set to begin following IND clearance.

  • A diverse radiopharmaceutical pipeline is advancing with four clinical and three preclinical assets, targeting novel cancer markers using multiple formats and isotopes. Strong financials, robust partnerships, and a secured supply chain support progress, with key clinical milestones expected through 2026.

  • A dual-listed radiopharmaceutical company presented its pipeline of seven oncology-focused assets, highlighting first-in-class PD-L1 and HER2 nanobody therapeutics and an advanced brain metastasis imaging agent. Key trials are progressing, with interim data expected mid-2024.

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