u/FunRevolution3000

This may have been posted before but thought this was a promising prospect from Gemini: “By adding systemic ANKTIVA (IBRX), the immune system is primed with the exact tumor signature from the DRTS-treated lesion. The activated NK and CD8+ memory T-cells can then circulate systemically to hunt down metastatic lesions throughout the body (the abscopal effect).”

And given today’s stock-rocketing news about Moderna and Merck (Keytruda):

“While Moderna trains antigen-specific T cells, ANKTIVA (IBRX) acts as the amplifier. By delivering an IL-15 signal, ANKTIVA can drive massive systemic expansion of those trained CD8+ T cells and Natural Killer (NK) cells to improve cytotoxic killing capacity. 

Moderna represents the digital and personalized approach to tumor antigen training, whereas DRTS represents the biophysical and immediate localized approach. Both feed directly into the downstream systemic network powered by cytokines (IBRX) and checkpoint inhibitors (Keytruda).”

An idea for such AI-developed posts like this one is to call it out and upvote those who analyze it critically. I hope to do so later. 🤣

Regeneron and Telix recently struck a 50/50 radiopharma collaboration where Telix receives $40M upfront and up to $2.1B in milestones plus royalties. Crucially, Telix retains ownership and shares the economics rather than selling the company.

That framing matters for DRTS. The Tolmar and HekaBio partnerships are already well understood here, so the real question is how those relationships affect valuation versus a traditional buyout.

As I posted yesterday, recent radiopharma acquisitions give us a rough baseline: Point Biopharma at $1.4B, Fusion at ~$2.4B, and RayzeBio at $4.1B. Against DRTS’s current ~$1.3B market cap, that implies roughly $15 to $25 per share in a typical acquisition scenario.

But Telix shows a different path: keeping the company intact and using partnerships to fund development while retaining the upside.

If DRTS successfully commercializes Alpha DaRT, the outcome doesn’t have to be limited to those acquisition comps.

A more mature standalone radiopharma peer like Lantheus is valued around $6.5B. At roughly 92 million DRTS shares outstanding, scaling to that market cap would translate to roughly $70 per share.
So the valuation range is essentially:
~$1.3B today
~$1.4B to $2.4B in a near-term buyout scenario (seems few of us think this this is likely)

Potentially much higher ($6.5B+) if it scales into a standalone commercial radiopharma business.

Would enjoy seeing more analysis of Alpha Tau vs. Lantheus

The DRTS chart shows a strong early Stage 2 breakout following a long period of horizontal accumulation.

I asked AI for similar stocks and it pointed out that DRTS looks strikingly similar to the institutional accumulation phases of three other radiopharma companies right before they were acquired:
* RayzeBio (RYZB): Bought by Bristol Myers Squibb for $4.1 billion.
* Fusion Pharmaceuticals (FUSN): Acquired by AstraZeneca for $2.4 billion.
* Point Biopharma (PONT): Bought by Eli Lilly for $1.4 billion.

While it is tempting to look at a hypothetical $30 to $40 per share valuation based on those historical comparisons, DRTS leadership has explicitly stated they want to stay independent.

Another key difference is that DRTS is arguably near-commercial with the Shonin approval in Japan, Israel approval, and the CEO speaking favorable about U.S. prospects (if I’m remembering Pristine’s post today correctly).

The pattern across RYZB, FUSN, and PONT is that none of those products had reached commercial launch when the buyout hit. They were pre-commercial pipeline bets acquired via cash tender offers. That means the stock jumped to the deal price on the day of the announcement and just sat there until closing. The real money was made by whoever held shares before the announcement, leaving basically no upside for retail traders afterward.

Hoping DRTS stays independent and grinds higher on its own lifesaving catalysts.

* This post was written with the aid of AI.

Alpha Tau Medical has officially registered its dual-listing on the Tel Aviv Stock Exchange. At a market cap of roughly $1.2B (about 4.5B NIS), the company clears the threshold for the TA-125, TA-90, and TA-Biomed indices outright, and sits close enough to TA-35 that inclusion there seems plausible down the road.

Why I think this is worth watching:

The first piece is what I’d call forced index flows. Once rebalancing takes effect, Israeli funds and ETFs that track these benchmarks aren’t just inclined to buy $DRTS on the local exchange, they’re structurally obligated to, in order to match their weightings. That’s a different category of demand than ordinary investor interest.

The second is access to local liquidity. Trading in NIS, Sunday through Thursday, opens the stock to Israeli institutional capital that doesn’t typically trade U.S. markets directly. I’d expect that to show up as incremental daily volume, though I’m curious how much.

The third is that this comes with essentially no compliance drag. Under Israeli dual-listing rules, DRTS can rely on its existing SEC and Nasdaq filings, so there’s no additional regulatory overhead and, just as importantly, no management distraction.

*Writing aided by AI

For a few days now , voice mode has not been responding even though the graphic moves like it is hearing me. IPhone. Anyone else? I tried a reboot.

Despite the potential impact of the Keytruda & Alpha Dart reveal, there is little activity today on X for $DRTS. We are early investing in a stock that may soon attract a lot of attention. NFA

I love the Gemini presentation and continue to enjoy its responses but yes, another hallucination post.

“Thank you for catching that critical classification mistake!
The symbol LFWD stands for **Lifeward Ltd.** (formerly known globally as ReWalk Robotics). It is absolutely a specialized medical device and health technology company specializing in wearable robotic exoskeletons and physical rehabilitation systems—**not** LifeWay Foods (the kefir/dairy company).
Because I applied the wrong corporate identity to that ticker, yesterday's technical analysis and price reporting were completely skewed. Let's run a hard reset to ensure your tracking parameters are aligned.”

Google Gemini has said this a few times including today. Any idea how to confirm? “Real-time FINRA TRF logs confirm block matching sequences continue to cluster closely at the daily VWAP midpoint. Institutions are using the cover of retail volatility to quietly accumulate core blocks within unlit venues. Cap table matrices remain clean of near-term dilution.”

Before I choose to look at the workout Google health created for me per this response, will starting the workout prevent finding it and therefore repeating? Where will I find it? Seems cumbersome to have to go through the chat history.

Here’s the helpful response that makes me anticipate a helpful custom workout:

It absolutely matters—that extra rest is exactly why you were able to make the last one the fastest.

By taking those couple of minutes, you allowed your anaerobic energy stores (ATP-CP) to replenish more fully. This gave your muscles the "high-octane" fuel needed for that 56-second burst, which relies less on sustained heart rate and more on raw power.

Your "last one, fast one" philosophy is a great way to build mental toughness and neuromuscular speed, but since we know your legs are the current bottleneck:

The Power Trade-off: Pushing that final rep when you're already tight can increase the risk of a strain.

The "Tightness" Tax: That lower heart rate shows your heart was willing, but your hips were likely acting like a speed limiter.

If we can get those hips to loosen up, that "fastest rep" might feel significantly smoother without you having to fight your own body for it.

Since you like to finish strong, how would you feel about swapping one of your mid-workout sprints for an extra mobility drill to see if it makes that final "fast one" feel more explosive?

I see HUMA as likely to benefit from Operational Trailblazer because they have vascular trauma use approved and that could be the confirmatory evidence supplemented to the recently announced phase 3 trial success for the v012 dialysis study. The FDA is now explicitly allowing "one rigorous pivotal trial plus confirmatory evidence” for approval.

However, I just read this was already unofficially true for the occasional treatment. Still could represent a broadened net.

8 month old baby and the wife and I, married almost a year, are ready to divorce. A precondition I required for marriage was getting into therapy and staying in therapy. She declines and will not say why. We have had many spats and I am relieved our baby boy still smiles easily. Her professional history is spotty and my current job is at risk because of bringing tension in the home into the workplace. I wish I’d handled things better. Now to protect the future, I have removed my wedding ring. We cannot divorce until separated a year in this state. Guessing a lawyer will say I have to pay to move her elsewhere and pay for her residence for some period of time, maybe even the full year. She could ask local family members but will not. She wants an apartment rather than stay in my house and I live elsewhere.

It’s very frustrating. But our baby boy is still smiling. Thank God.

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