Researched company map
12 assessed companies
Every mapped company is assessed with evidence-qualified exposure. Materiality is claimed only where disclosure supports it.
Medical-radioisotope and radiopharmaceutical manufacturing inside BWXT Commercial Operations.Direct capability, uncertain financial magnitude. BWXT's Q1 2026 filing identifies medical radioisotopes, radiopharmaceuticals and medical devices within Commercial Operations, while Q1 results reported $283.6M of segment revenue and attributed part of growth to medical sales.
- Evidence
- Official Q1 2026 filing and results directly support the operating capability and broad segment figures. They do not isolate medical-isotope revenue, backlog, margin or utilization.
- Materiality
- not assessed — Medical sales are named but not separately quantified within a segment that also contains commercial nuclear components, services and Kinectrics.
- Investability view
- NOT_READY: product capability is supported, but isotope-specific materiality and licensed current valuation are unavailable.
Next diligence: Obtain official medical-isotope revenue, backlog, margin and utilization evidence before human review.
Radiopharmaceutical products, regulated manufacturing and short-half-life pharmacy distribution.Direct and group-level. Q2 2026 group revenue was US$247M, with US$202M from Precision Medicine and US$45M from Telix Manufacturing Solutions.
- Evidence
- Official Q2 2026 and FY2025 issuer releases directly support product, segment, network and reported financial claims. Pipeline products remain subject to clinical and regulatory risk.
- Materiality
- disclosed — Entire enterprise is in-theme with disclosed segment revenue and guidance; exposure is definitional and quantified.
- Investability view
- NOT_READY: direct material exposure is supported, but licensed current valuation, product-level economics and human acceptance are unresolved.
Next diligence: Verify isotope sourcing, network utilization and product-level gross-margin durability before human review.
Commercial radioligand-therapy developer, manufacturer and global distributor.Direct and separately disclosed. Official Q2 2026 results reported Pluvicto sales of US$651M and Lutathera sales of US$225M, supported by a dedicated manufacturing network and actinium-225 development program.
- Evidence
- Official Q2 2026 results directly support product sales, growth and platform priority; the annual report and official manufacturing release support the production footprint.
- Materiality
- disclosed — Pluvicto and Lutathera totaled US$876M in Q2 2026, roughly 6% of US$14.408B group net sales.
- Investability view
- NOT_READY: material product exposure is supported, but licensed current valuation, product-level margins and human acceptance are unresolved.
Next diligence: Review manufacturing utilization, isotope sourcing, competition and product-level economics before human review.
Nuclear-pharmacy compounding, radiopharmaceutical manufacturing and time-critical last-mile distribution.Direct capability, uncertain standalone materiality. Q3 FY2026 reporting identifies NPHS as a contributor to Other-category growth, and an April 2026 issuer release documents a new high-capacity cGMP Actinium-225 production line.
- Evidence
- Official results and capability releases support the operating role. NPHS is aggregated with two other businesses, so discrete revenue, profit, capacity and utilization are not disclosed.
- Materiality
- not assessed — The broad Other category reported $1.7B of Q3 FY2026 revenue and $179M of segment profit, but those figures are upper bounds shared with at-Home Solutions and OptiFreight Logistics.
- Investability view
- NOT_READY: capability is supported, but NPHS-specific economics and licensed current valuation are unavailable.
Next diligence: Obtain NPHS revenue, profit, Ac-225 capacity and network-utilization evidence before human review.
Radiopharmaceutical diagnostics, PET/SPECT imaging equipment and software-enabled theranostics workflows.Direct operating capability but unresolved theme-specific magnitude. Q1 2026 Pharmaceutical Diagnostics revenue was $770M, up 21.7%, with $197M of segment EBIT; the issuer identifies Flyrcado as a growth contributor and targets more than $500M of annual Flyrcado revenue by 2028. PDx also includes contrast media and other agents, so these segment figures are only upper bounds for medical-isotope exposure.
- Evidence
- Official Q1 results, earnings slides and the June 2026 nuclear-medicine release support segment scale, the Flyrcado target and PET/SPECT/theranostics capability. Current isotope-linked revenue and margin are not separated.
- Materiality
- not assessed — Pharmaceutical Diagnostics is separately reported, but medical-isotope products are not separated from contrast media and other agents; the Flyrcado target is prospective rather than current realized revenue.
- Investability view
- NOT_READY: capability and segment context are supported, but current theme-specific economics, licensed valuation and human acceptance are unavailable.
Next diligence: Obtain current Flyrcado revenue, dose volume, distribution coverage and margin evidence before human review.
PET/CT, SPECT/CT and PET/MR equipment plus PET-radiopharmaceutical manufacturing, distribution and CDMO services.Direct operating capability with unresolved financial magnitude. The issuer states that its Radiopharma business operates 60 facilities in nine countries and produces more than 100,000 sterile PET-radiopharmaceutical batches annually, while its molecular-imaging portfolio supports PET, SPECT and theranostics workflows.
- Evidence
- Official issuer pages support the network scale and product role. Q2 FY2026 reporting provides current group and segment context but does not isolate Radiopharma or molecular-imaging economics.
- Materiality
- not assessed — Radiopharma and molecular imaging are embedded within broader reported businesses; no reviewed revenue, profit, order or utilization disclosure permits theme-specific financial sizing.
- Investability view
- NOT_READY: capability and network scale are supported, but standalone economics, licensed valuation and human acceptance are unavailable.
Next diligence: Obtain Radiopharma revenue, batch-volume growth, utilization, margin and third-party CDMO mix before human review.
Vertically integrated radiopharmaceutical development, isotope processing, manufacturing, radiopharmacy distribution and emerging therapeutics.Direct, definitionally material operating exposure. Curium states that it is 100% focused on nuclear medicine and serves more than 14 million patients annually through one molybdenum-processing plant, four manufacturing sites, 44 radiopharmacies and a portfolio of 50 products.
- Evidence
- Official corporate pages support the footprint and focus. The November 2025 transaction announcement values the private company at about $7B but provides no public revenue, margin, leverage or utilization data.
- Materiality
- disclosed — The issuer describes 100% focus on nuclear medicine, so thematic operating exposure is definitional; financial quality and current valuation remain unassessed because the company is private.
- Investability view
- NOT_READY and not directly investable through a public security; public operating economics, current valuation and human acceptance are absent.
Next diligence: Confirm the recapitalization closing and obtain audited revenue, EBITDA, leverage and utilization evidence if it becomes public.
Non-uranium isotope production and radiopharmaceutical CDMO/CMO services, centered on non-carrier-added Ac-225.Direct, definitionally material operating exposure. NorthStar reports routine weekly millicurie-scale non-carrier-added Ac-225 production using electron accelerators and an FDA-accepted Drug Master File supporting partner regulatory submissions.
- Evidence
- Current official releases support production cadence, technology, cGMP/DMF readiness and supply partnerships. They do not disclose revenue, margin, installed capacity, utilization or contracted commercial volume.
- Materiality
- disclosed — NorthStar is a private isotope and radiopharmaceutical pure-play, so operating exposure is definitional; financial materiality and valuation cannot be assessed from public statements.
- Investability view
- NOT_READY and not directly investable through a public security; capacity economics, public financials, current valuation and human acceptance are absent.
Next diligence: Obtain installed and usable Ac-225 capacity, yield, utilization, contracted volume and feedstock-security evidence.
Radiodiagnostics and emerging therapeutics: Pylarify (PSMA PET), Definity (ultrasound), Neuraceq, and licensed Lu-177 therapeutic assets (PNT2002/PNT2003).Direct and material. Q1 2026 worldwide revenue was $377.3 million, including $240.9 million from PYLARIFY and $35.4 million from Neuraceq. The issuer is focused on PET radiodiagnostics, while PNT2003 remains subject to approval, litigation and manufacturing dependencies.
- Evidence
- Lantheus's official Q1 2026 release directly supports company and product revenue, PET strategic focus, PYLARIFY TruVu approval and PNT2003 tentative approval.
- Materiality
- disclosed — Lantheus discloses product-level revenue and guidance; the entire enterprise is in-theme, so exposure is quantified and definitional.
- Investability view
- NOT_READY. Product revenue establishes theme materiality, but isotope-input economics, product margins, licensed valuation and human acceptance remain unresolved.
Next diligence: Obtain product-level margin, isotope sourcing and manufacturing-utilization evidence and a licensed valuation before human review.
Radiotherapeutics: alpha-emitter (Pb-212) targeted therapy with a proprietary 212Pb generator and finishing network.Direct, definitional and pre-commercial. Official Q1 2026 reporting identifies three clinical-stage lead-212 programs, a regional manufacturing network and approximately $271 million of liquidity, with no approved product revenue.
- Evidence
- The issuer's Q1 2026 release and SEC-filed 8-K directly support identity, clinical programs, manufacturing expansion, liquidity and cash runway.
- Materiality
- disclosed — Operating exposure is definitional because Perspective is a radiopharmaceutical pure-play; financial materiality remains pre-commercial and cannot be assessed from product revenue.
- Investability view
- NOT_READY. Clinical efficacy, registration path, manufacturing utilization, financing durability and licensed valuation remain unresolved.
Next diligence: Review registration-enabling plans, durability, lead-212 supply, manufacturing readiness, dilution risk and licensed valuation before human review.
Clinical-stage alpha-emitting radioconjugate developer through Fusion Pharmaceuticals, including FPI-2265, FPI-1434, FPI-2059 and FPI-2068.Real but pre-commercial and financially unquantified. Current AstraZeneca materials identify FPI-2265 in Phase 2 and three named Fusion assets in Phase 1; Q1 2026 reporting does not disclose radioconjugate revenue or profit.
- Evidence
- AstraZeneca's SEC-filed Q1 2026 results establish group financial scale, while current official AstraZeneca materials establish Fusion ownership and the named clinical portfolio.
- Materiality
- not assessed — Operating capability is directly disclosed, but theme-specific financial materiality cannot be measured because radioconjugates are clinical-stage and not separately reported.
- Investability view
- NOT_READY. Pipeline ownership is verified, but clinical outcomes, isotope capacity, financial contribution, licensed valuation and human acceptance remain unresolved.
Next diligence: Track FPI-2265 and other Fusion readouts and obtain official isotope-supply, manufacturing-capacity and financial-contribution evidence.
Radiopharma pipeline: Lu-177 and next-generation assets via POINT Biopharma and Aktis Oncology.Strategic but financially diluted exposure. Official sources confirm completed POINT ownership, a comprehensive RLT portfolio, manufacturing and supply-chain capability, and continuing PNT2002 sponsorship. Q1 2026 reporting discloses no radioligand revenue or profit.
- Evidence
- Lilly's acquisition release, current RLT overview, Q1 2026 results and ClinicalTrials.gov directly support operating capability, group financial scale and ongoing PNT2002 sponsorship.
- Materiality
- not assessed — Operating exposure is directly disclosed, but theme-specific financial materiality cannot be quantified within Lilly's $19.799 billion Q1 2026 revenue base.
- Investability view
- NOT_READY. POINT ownership and platform capability are verified, but asset rights, clinical outcomes, theme economics, licensed valuation and human acceptance remain unresolved.
Next diligence: Reconcile asset-level commercial rights and development responsibility, then obtain official pipeline, capacity and financial-contribution evidence.