Jun. 27 at 12:34 AM
$ATNM closed at 99 cents today.
$31M market cap. I value this company at
$2.5B to
$3B minimum based on comparable M&A. RayzeBio
$4.1B. Fusion
$2.4B. Point
$1.4B. None had what ATNM has. Signed GMP facility at Albert Einstein. HER3 Phase 1 trial active in Australia. IND filed. CMO in place. KRAS data. 250 patents.
$42M cash. No debt. Pluvicto doing
$2B a year in the same space. The market is pricing this like it has nothing. It has everything except human efficacy data. That is coming 2H:2026. Claude today.