Deutsche Bank ADR Virtual Investor Conference: Presentations Accessible for Online Viewing
Event Announcement: The Depositary Receipts Virtual Investor Conference (dbVIC) was held on November 4, 2025, and the presentations are now available for online viewing for 90 days.
Participating Companies: Notable companies that presented include HUTCHMED, First Pacific Company, Viomi Technology, Epiroc, and Deutsche Lufthansa, among others.
Investor Access: Investors, advisors, and analysts can download materials from the companies' resource sections, enhancing their engagement with the presentations.
About Virtual Investor Conferences: VIC is a leading platform that facilitates direct presentations from publicly traded companies to investors, offering enhanced capabilities for investor engagement and communication.
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- Clinical Trial Progress: Radiopharm Theranostics announced that its clinical-stage radiotherapeutic asset 177Lu-RAD202 received a positive recommendation from the Data Safety and Monitoring Committee, allowing an increase in dosage to 130mCi in the Phase 1 ‘HEAT’ trial, indicating favorable safety and efficacy.
- Accelerated Dose Escalation: CEO Riccardo Canevari stated that the rapid progress of the trial has enabled the acceleration of dose escalation from Cohort 2 to Cohort 3, with plans to complete the Phase 1 dose escalation by the end of 2026, further advancing product development.
- HER2 Targeted Therapy: 177Lu-RAD202 is a proprietary single-domain monoclonal antibody targeting HER2-positive advanced solid tumors, with HER2 overexpressed in breast cancer and several other solid tumors, representing a validated target in oncology with significant clinical application potential.
- Multiple Clinical Trials: Radiopharm is currently conducting Phase 1 and Phase 2 trials across various clinical centers in Australia, covering multiple solid tumors including lung, breast, prostate, and brain cancers, showcasing the company's extensive portfolio and growth potential in innovative radiopharmaceuticals.
- Supply Agreement Signed: Radiopharm Theranostics Ltd. has entered into a supply agreement with Siemens Healthineers to produce RAD101, a novel imaging small molecule aimed at diagnosing suspected recurrent brain metastases from solid tumors, marking a significant advancement in tumor imaging.
- Clinical Trial Support: Under the agreement, Siemens Healthineers will manufacture and distribute Fluorine-18-labeled RAD101 to support Radiopharm's upcoming Phase 3 trial in the U.S., which is expected to enhance the company's competitive position in the market.
- Clinical Data Highlights: Interim Phase 2b data demonstrated significant and selective tumor uptake in brain metastases with a 90% concordance with MRI, successfully meeting the primary endpoint and showcasing the potential clinical value of the product.
- Stock Performance: Radiopharm's shares closed at $4.42 on Monday, up 0.45%, reflecting market optimism regarding the new agreement and clinical progress, potentially laying the groundwork for future stock price growth.
- Trial Launch: Radiopharm Theranostics announced that the first patient has been dosed in the Phase 1 clinical trial of RAD 402, which aims to evaluate safety and preliminary efficacy for prostate cancer, marking a significant advancement in the company's innovative oncology treatments.
- Targeting Mechanism Innovation: RAD 402 is a monoclonal antibody targeting KLK3, radiolabelled with Terbium 161, with preclinical data showing strong tumor targeting in mouse xenografts while exhibiting minimal bone marrow uptake and expected hepatic clearance, indicating its potential for clinical application.
- Dose Escalation Design: The Phase 1 trial employs a dose escalation design to determine the Maximum Tolerated Dose (MTD) and recommended Phase 2 Dose (RP2D), laying the groundwork for future clinical expansion and reflecting the company's commitment to this program and its patients.
- Partner Support: Radiopharm CEO Riccardo Canevari expressed gratitude to TerThera and Cyclotek for their support in supplying Tb161, radiolabelling, and distributing RAD 402, highlighting the importance of collaboration in advancing innovative therapeutic solutions.
- Clinical Trial Launch: Radiopharm Theranostics announced the first dosing of its radiotherapeutic agent 177Lu-BetaBart (RV-01) in a First-In-Human Phase 1/2a clinical trial, marking a significant milestone that is expected to provide new treatment options for patients with advanced solid tumors.
- Mechanism of Action: 177Lu-BetaBart is a monoclonal antibody targeting B7-H3, which has shown potential for tumor shrinkage and prolonged survival in preclinical studies, particularly demonstrating good targeting in various tumor types including prostate, pancreatic, and breast cancers.
- Trial Scale: The clinical trial aims to enroll 61 eligible participants across multiple cancer types, including castrate-resistant prostate cancer and small cell lung cancer, with the goal of assessing the safety and pharmacokinetics of 177Lu-BetaBart.
- Strategic Implications: This study not only showcases Radiopharm's innovative capabilities in the development of radiopharmaceuticals but also positions the company for a significant competitive advantage in the highly competitive oncology market, potentially driving future commercial growth.

- Clinical Trial Results: In the Phase 2b trial of RAD 101 for patients with brain metastases, 92% of evaluable participants met the primary endpoint of MRI concordance, and if confirmed, this will trigger preparations for a multi-center Phase 3 registrational trial.
- Strong Financial Position: As of December 31, 2025, Radiopharm reported cash and cash equivalents of approximately $34.52 million, up from $29.12 million at year-end, providing a runway into 2027 to advance high-value radiotherapeutic programs.
- Drug Development Progress: RAD 202 and RAD 204 have both received recommendations from the Data Safety Monitoring Committee to escalate dosing, with RAD 202 moving to 75mCi and RAD 204 showing favorable safety and tumor uptake in PD-L1-driven cancers.
- Future Outlook: Radiopharm aims to deliver meaningful data across multiple programs in 2026, focusing on expanding treatment and diagnostic options for solid tumor patients while creating long-term value for all stakeholders.

Market Performance: The stock market experienced moderate gains due to softer inflation data and stable unemployment, with the Dow Jones and S&P 500 rising, while the Nasdaq rebounded, indicating investor confidence in a potential rate cut by the Federal Reserve in 2026.
Earnings Highlights: Micron Technology exceeded expectations and raised its guidance, boosting AI-related semiconductor stocks, while Nike's cautious outlook on global demand, especially in China, led to a decline in its shares.
Sector Resilience: Transportation and travel sectors showed strength, with FedEx reporting solid quarterly results and Carnival Corporation reinstating its dividend and forecasting strong demand for 2026, despite ongoing macroeconomic uncertainties.
Investor Sentiment: Reports indicated a shift in focus from hype around AI to companies demonstrating clear profitability, with notable bearish sentiments surrounding stocks like Meta and Novo Nordisk, which faced challenges in their respective markets.





