Rtw Investments 13F: New $52M Stake in Aktis Oncology (AKTS)

RTW Investments has entered into a new position in Aktis Oncology, Inc. (NasdaqGS: AKTS), according to its latest 13F filing with the SEC. The investment firm acquired 1,592,043 shares, worth about $34.9 million, as of the reporting period ending on May 15, 2026.

What Changed in RTW Investments' Aktis Oncology Position

RTW Investments' decision to take a new stake in Aktis Oncology marks a notable entry, as the firm did not previously hold shares in the company. The investment amounts to 1,592,043 shares, with a cost basis of $20.20 per share, reflecting a significant new commitment to the biotechnology sector.

Other Institutional Activity in Aktis Oncology

Several other institutional investors have also shown interest in Aktis Oncology. MPM BioImpact LLC acquired 4,835,872 shares, valued at approximately $86.5 million. ECOR1 Capital, LLC similarly added 4,824,469 shares, worth around $86.3 million. Blue Owl Capital Holdings LP took a position with 3,161,348 shares, valued at $56.6 million. Wellington Management Group LLP and T. Rowe Price Investment Management, Inc. also made substantial investments with 2,317,044 and 2,123,812 shares, valued at $41.5 million and $38.0 million, respectively.

Aktis Oncology, Inc. Stock Up 50.0%

Shares of Aktis Oncology (NasdaqGS: AKTS) recently traded at $21.93. The company has a market capitalization of about $1.21 billion. Aktis Oncology is not currently profitable, as indicated by its negative forward P/E ratio of -11.02. The stock's 52-week range is between $14.72 and $29.16, with a 50-day moving average of $19.24 and a 200-day moving average of $19.31. The company maintains a strong liquidity position, with a current ratio of 19.49 and a quick ratio of 19.37.

Recent Earnings

Aktis Oncology reported revenue of $8.28 million, with a modest revenue growth rate of 1.23%. The company's net margin is currently zero, reflecting its ongoing investment in development. The next earnings report is expected on August 13, 2026.

Insider Buying and Selling at Aktis Oncology, Inc.

Recent insider activity at Aktis Oncology includes several notable transactions. On April 15, 2026, Glenn Gormley purchased 37,866 shares. Earlier in the year, on January 12, Todd Foley bought 4,002,533 shares and sold 10,227,273 shares, while Ansbert Gadicke sold 5,000,000 shares. MPM Bioventures 2018, L.P. also sold 6,000,000 shares on the same day. Notably, Todd Foley made another purchase of 232,870 shares at $18.00 each.

Analysts Set New Price Targets

On June 2, 2026, HC Wainwright & Co. maintained its buy rating on Aktis Oncology with a price target of $35.00. The firm had previously set targets of $33.00 and $30.00 earlier in the year. Other analysts, including Leerink Partners and JP Morgan, initiated coverage with buy ratings and targets of $31.00 and $30.00, respectively. The consensus among analysts is a strong buy, with a target mean price of $32.65 based on five opinions.

About Aktis Oncology

Aktis Oncology, Inc. is a clinical-stage biotechnology company based in Boston, Massachusetts. It focuses on developing targeted radiopharmaceuticals for treating solid tumors. The company's lead product candidates are in clinical trials targeting various cancers, including urothelial, breast, and lung cancers. Aktis collaborates with several partners, including Protein Innovation, Inc. and Eli Lilly. Dr. Matthew Roden, Ph.D., serves as the company's CEO, overseeing approximately 79 employees.

Bottom Line

RTW Investments' new position in Aktis Oncology signals growing institutional interest in the company's innovative cancer treatments. As a clinical-stage biotech firm, Aktis is working on promising therapies that could impact its future performance. Investors will continue to watch Aktis Oncology's developments closely, with the understanding that 13F filings reflect past positions and may not indicate current holdings.