Eckert & Ziegler (EUZ) AGM 2026 presentation summary

Market environment and growth potential

• Nuclear medicine market projected to reach $26 billion by 2030, with annual growth of 15% expected until then.

• Significant investments from major pharma companies highlight strong sector momentum.

• Demand for radiopharmaceuticals continues to rise, driven by new therapies and diagnostic isotopes.

Core competencies and strategic positioning

• Leading supplier of Ga-68 generators, with approvals in key global markets.

• Expansion in therapeutic isotopes such as Lu-177 and Y-90, with new approvals and product launches planned.

• Pioneer in Actinium-225, targeting GMP quality by early 2025 and first commercial drug by 2028.

• Broad service offering includes contract manufacturing, infrastructure, and equipment for radiopharmaceuticals.

Partnerships and milestones

• Long-term contracts and strategic partnerships with companies like Novartis, Actinium Pharmaceuticals, and Bicycle Therapeutics.

• Collaboration with Molecular Partners to advance next-generation radiopharmaceutical platforms.

• Key product approvals and manufacturing agreements in Japan and the US support global expansion.