u/FunRevolution3000

IMRX, also at ASCO - 17 month survival. Compare?

After Gemini hallucinated, I dug deeper and found that $IMRX reported 17 month median overall survival for metastatic pancreatic cancer. Looks like this is your typical systemic cancer treatment and there were predictably more AEs. Still, the market has responded favorably - up 4% today and even more postmarket.

Does this challenge the DRTS-growth narrative? I’m ignorant but seems relevant. Of course a local treatment like Alpha DART seems safer. Curious about folks’ opinions. https://www.stocktitan.net/news/IMRX/immuneering-reports-17-3-months-median-overall-survival-in-first-i7j9nn3xn2lj.html

u/FunRevolution3000 — 24 hours ago

▲ 10 r/DRTS_Stock

Use of $100m atm threat?

DRTS is flush with money and yet this happened. Thoughts?

“On April 27, 2026, Alpha Tau signs a deal giving H.C. Wainwright the exclusive right to sell up to $100 million of their stock into the open market via an ATM facility. On May 12, 2026, H.C. Wainwright's research arm publishes a highly bullish analyst note raising DRTS's price target to $15.00 following the 3-patient glioblastoma data release.
This is standard institutional choreography. The investment bank creates a path for upward retail momentum, which simultaneously maximizes the liquidity needed to execute the ATM facility smoothly if the company decides to tap it.” - AI summary

reddit.com

u/FunRevolution3000 — 4 days ago