Possible scenario
Radiopharma Deal Wave
25% Chance
A successful radioactive peptide trial would reinforce the strategic logic behind Lilly-Point, Bristol Myers-RayzeBio, and Telix-ITM. Large oncology companies may accelerate licensing deals, supply agreements, and acquisitions in radioligand therapy rather than wait for more assets to be clinically de-risked.
Secondary impacts
- Healthcare +0.2%
Tickers
- BMY+0.5%
- LLY+0.5%
- LNTH+0.4%
Portfolio impact
S&P 500+0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.