Clarity Pharmaceuticals Secures Copper-67 Supply Deal with Nusano to Strengthen U.S. Theranostic Pipeline

Key Highlights

• Clarity signs a long-term copper-67 isotope supply agreement with U.S.-based Nusano.
• Nusano’s new Utah facility to commence production in mid-2026, supporting Clarity’s clinical and commercial programs.
• Deal bolsters copper-67 availability ahead of Clarity’s Phase III prostate cancer trial.
• Executive Chairperson Dr Alan Taylor calls the agreement a “critical step” in building a sustainable isotope supply chain.
  
   

Clarity Pharmaceuticals Ltd (ASX: CU6) has taken another strategic step forward in its theranostic ambitions, announcing a three-year supply agreement with U.S.-based Nusano Inc. for the critical isotope copper-67. The partnership aims to ensure a steady and scalable isotope supply to power Clarity’s expanding radiopharmaceutical pipeline, particularly as it gears up for a registrational Phase III clinical trial of its lead product, ⁶⁷Cu-SAR-bisPSMA, targeting prostate cancer.

Under the agreement, Nusano will begin supplying copper-67 from its 190,000-square-foot facility in West Valley City, Utah, which is expected to be operational by late 2025. Production of the isotope is scheduled to start by mid-2026, leveraging Nusano’s proprietary accelerator-based technologies designed for high-volume, cost-efficient isotope manufacturing.

A Sustainable Shift in Radiopharmaceutical Supply

Clarity’s Executive Chairperson, Dr Alan Taylor, described the agreement as a vital move to secure long-term supply stability for the company’s theranostic products.

“We are excited to continue growing our supply network for copper-67 in preparation for a registrational Phase III clinical trial with 67Cu-SAR-bisPSMA,” Dr Taylor said.

“Building reliable, abundant, sustainable and cost-effective supply goes hand-in-hand with our clinical development. We believe the shift away from limited nuclear reactor-based supply to scalable accelerator-based methods is a prerequisite for radiopharmaceuticals to grow sustainably into the large oncology sector.”

Dr Taylor highlighted that copper-67 offers significant logistical and production advantages over isotopes like lutetium-177, which depend heavily on an aging reactor network. The new supply arrangement, he noted, will help mitigate production risks and enable faster manufacturing scalability once commercial demand ramps up.

Nusano Brings U.S. Production Power

Nusano’s Chief Executive Officer, Chris Lowe, said the company’s forthcoming Utah facility would be capable of producing more than 25 different radioisotopes to serve healthcare and scientific applications.

“We are excited to deepen our relationship with Clarity through the signing of this supply agreement for copper-67,” Lowe said.

“Clarity is in a unique position with their copper-67 program, being the only radiopharmaceutical company with ongoing clinical trials utilising this important isotope. We look forward to working together as they progress toward registrational trials and commercialisation.”

Nusano’s upcoming production hub represents a new generation of isotope manufacturing, using electricity and readily available starting materials instead of reactor-based methods. The company also plans to establish its own enriched stable isotope production line, further strengthening supply chain independence.

Expanding a U.S.-Based Network

The Nusano partnership adds to Clarity’s growing list of U.S. supply partners, including NorthStar Medical Radioisotopes and the Idaho Accelerator Center, ensuring redundancy and flexibility in sourcing critical isotopes.

Clarity’s Targeted Copper Theranostics (TCT) platform continues to attract attention for its ability to pair diagnostic imaging with targeted therapy—an approach designed to improve cancer detection and treatment precision. The company’s ⁶⁷Cu-SAR-bisPSMA therapy, currently advancing through late-stage trials, has already received Fast Track Designation from the U.S. Food and Drug Administration (FDA).

Market Snapshot

At the time of writing this article, Clarity Pharmaceuticals (ASX: CU6) traded at $4.985, up 9.08%, with a market capitalisation of $1.85 billion. The company’s stock has ranged between $1.43 and $7.68 over the past 52 weeks.

Industry Context

Analysts have noted growing global interest in copper-based isotopes as a scalable, cost-effective alternative to traditional reactor-produced materials. With supply reliability emerging as a key bottleneck for the fast-growing radiopharmaceutical sector, Clarity’s latest deal reinforces its position as a first mover in adopting copper-67 technology.

The radiopharmaceutical industry—currently valued at over US$12 billion globally—is expected to see double-digit growth as demand rises for more targeted cancer treatments. By building a sustainable isotope supply chain, Clarity appears well-positioned to capture a share of that expanding market.