Actineer

Actineer, Inc. (Actinium-225 supply joint venture — ITM and CNL) — Scarce radionuclide supply-chain and allocation records for Actinium-225, an alpha-emitting isotope with almost no other commercial source: commercial order and allocation data across a global network of customers, industry partners and research groups; Canada-based production output data (batch activity, radionuclidic and radiochemical purity, specific activity, metallic impurities, yield against theoretical ceiling); order-to-delivery fulfilment and lead-time records under decay-constrained shipping; and the demand-side sign…

Actineer offers (Alternative, Supply Chain, Fundamental) — Modest by record count but exceptionally dense: roughly 10^3-10^4 production batches and 10^3-10^5 commercial orders/allocations across a two-decade commercial relationship in a market measured in individual curies rather than tonnage (inferred: Ac-225 supply is campaign-based and the customer base is institutional and small, so volume is low while per-record value is unusually high).

Rare-isotope supply-scarcity and allocation datasets as an alternative-data signal for investors pricing targeted-alpha-therapy developers — realised scarcity, allocation priority and unmet demand are visible to exactly one or two organisations globally; radiopharmaceutical programme-timing models (when a therapy developer can realistically obtain isotope at scale is the binding constraint on trial timelines); Ac-225 production-yield and purity process models; decay-constrained distribution feasibility for alpha emitters; and competitive-intelligence inference about which targeted-alpha programmes are real, since order requests precede public trial registrations.

The data is with 10 years of history.

Coverage spans US, Other, APAC, UK; Pharmaceuticals, Other Materials; alternative, supply_chain, fundamental; equities.