Radiopharma · Built to order
Actinium-225 supply and demand outlook, by producer, route and clinical pipeline
Will there be enough actinium-225 for the programmes you care about, from which producers and routes, and when does the balance turn?
What you receive
- A written report that answers the questions agreed at scoping, with a clear verdict on each
- The read from the leaders running these businesses, gathered through our search work and attributed by role
- A data workbook with the underlying tables, so your team can filter, check and reuse the work
- A source register with the source and date behind each key fact
What can be in scope
- Supply by producer and route: generator, accelerator and reactor-based
- Demand from the clinical pipeline, by programme, phase and indication
- The supply and demand balance over time, with scenarios
- Purity and regulatory questions that affect usable supply
- Exposure of named programmes, portfolios or companies
Actinium-225 supply is changing faster than most valuations assume. This outlook sets supply by producer and production route against demand from the clinical pipeline, shows when the balance turns and which assumptions move that date.
Each outlook is scoped to the decision in front of you: a programme, a portfolio, a supply agreement or an investment thesis. Assumptions are explicit, so your team can change them and see what moves.
Who commissions it
- Investors testing whether a valuation depends on Ac-225 staying scarce
- Developers of alpha-emitter programmes planning supply and second sources
- Corporate development teams assessing producers, licences or partnerships
- Producers and CDMOs sizing the market they are building for
The questions it answers
- Which producers and routes supply Ac-225 today, and which are scaling, at what stage of qualification?
- What do the programmes in clinical development need, by phase and indication, if they progress?
- When does supply catch demand, under which assumptions, and how sensitive is that date?
- How do generator-grade and accelerator-produced material differ for a programme, a regulator or a buyer?
- Which supply relationships and qualification steps decide whether a named programme gets its doses?
What you are buying access to
A proprietary intelligence base
Producers, facilities, pipelines, transactions, compensation and dated market signals across radiopharma, ADC, cell and gene therapy, CDMO and CRO, built and maintained by ProGen.
Access to the people who run it
Our executive search work puts us in conversation with the leaders of these businesses every week. Their read on the market goes into your answer.
Built around your decision
Scoped to the call in front of you: an investment, a partner, a supplier or a market. Every key fact sourced and dated.
How it works
Tell us your question
Choose an analysis below or describe your own. The more specific the decision, the sharper the scope.
Scope and quotation within one business day
We reply with the questions we will answer, what is in and out of scope, the timeline and a fixed quotation.
Your answer, built to stand up
A written report with a clear verdict, the read from the leaders in the space, a data workbook and a source register.
Request this analysis
Tell us the decision and the questions behind it. Within one business day you have the scope, the timeline and a fixed quotation.
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