“Bring Anti-Gravity technology to more patients without compromising on what makes AlterG different.
The AlterG NEO was designed to make the core benefits of the Anti-Gravity Treadmill accessible to a broader range of rehabilitation clinics and training facilities.

NEO features the same patented Differential Air Pressure technology at the heart of every AlterG system, providing precise and consistent unweighting for physical rehabilitation and athletic training.

And with NEO, NEO+ and PRO systems available, facilities can choose the level of performance and functionality that best aligns with their clinical needs and budget.

Proven technology. Precise support. More accessible options.
Explore the AlterG Anti-Gravity Systems: https://lnkd.in/emnaT-gG”

“What happens when an injury threatens months of training?

For runner Amber Fatone, significant knee pain put her first NYC Marathon in question just weeks before race day.

Using the AlterG Anti-Gravity Treadmill as part of her physical therapy program, Amber was able to continue running at a reduced body-weight percentage, gradually progress her training, and maintain the confidence that she could still reach her goal.

She ultimately crossed the NYC Marathon finish line pain-free.

AlterG's patented Differential Air Pressure technology allows clinicians to precisely reduce gravitational load in 1% increments, helping patients and athletes continue moving with finely calibrated support.

See how AlterG is redefining what's possible in rehabilitation and training: https://lnkd.in/emnaT-gG”

Nikki Donald, COO at Sportsmed Products & Sportsmed Performance Trading:

“When AlterG Anti-Gravity Systems first came to market their key appeal was to pro sports teams and athletes for overtraining and maintaining fitness. It soon became apparent that there were numerous orthopaedic rehab applications! But after 15+ years experience, and 6,000+ machines sold the demand for AlterG within the Neuro market is growing also!“

DRTS continues to take huge strides towards commercialization in Japan.

After years of clinical work in the third largest medical market in the world, including ongoing work in Pancreatic Cancer, Alpha Tau secured marketing authorization for the Alpha DaRT treatment for Unresectable Locally Advanced or Recurrent H&N cancers.

Beyond getting the PMDA approval, Alpha Tau is moving forward to complete the PMS in five selected leading clinical centers in Japan, and had already leased a space for manufacturing.

Recently management has been mentioning negotiations for reimbursement for the Alpha DaRT treatment in Japan, which is essentially securing a fixed price that will be payed so Alpha Tau gets max compensation without being expensive and out-of-pocket for patients.

Last week we’ve shared Alpha Tau uploaded a video explaining the treatment in Japanese, now a whole site has been launched in Japanese, intended for healthcare professionals, with details on the approved indication, regulatory information and other tumor types still in research.

On the site there is a dedicated page for patients and their families, which explains the treatment in simpler terms, the evaluation process, what to expect, and how to discuss it with a doctor.

Hello dear community, in this post I will share my current plays, the stocks I am personally following and holding.

I probably wouldn’t have done this at all (definitely not in the DRTS community which should be focused on DRTS only), but the amount of questions I’m getting from the community about this made me think it will be beneficial for everyone if I do, and better even for DRTS that I put things in order.

So here is the list, with some helpful context, and beyond that you are invited to continue the conversation in the comments, in the dedicated subs, in the Discord channels and privately.

In the comments I will link what’s necessary, and since this is kind of a wider community post, feel free to add your own tickers you think are worth a look, ask questions about DRTS or the others, comment if you’d like to be more involved in any way, if you’d like to be a mod in any of the subs etc (or reach out in any other way).

1. DRTS

We all know DRTS, the number one choice, and there’s really no second place. If I had to choose one stock I could own for the rest of my life it would be DRTS.

DRTS is the reason I even started posing in the first place, my passion talking about it IRL expanded online, that’s how this whole community came about, and I believe DRTS, the company, the stock and community, will keep growing and will shine brighter than ever.

2. LightSolver

Trading under the CLGN ticker, this company created the LPU (Laser Processing Unit, the next generation to join the CPU and GPU), which is a computation solution to real problems that could make the world a better place (with medicine and weather for example) as well as save (and make) companies a lot of money.

Using laser (light) to compute, to “solve” the calculations, the LPU by LightSolver is faster, much more energy efficient, can be used at room temperature, is smaller, is already commercially viable, and really is the next generation addition needed for an industry that has become bound to the hardware limitations like size and heat and bottlenecks such as memory etc.

A ground level entry opportunity to future (a very near future) tech. It’s like taking the good from quantum and adding it to regular computers in a way that is much more efficient and ready to use.

3. LFWD

LFWD is a turnaround story. Lifeward was a company that had everything, the idea, the product, the funding… but wasn’t able to make it work business wise. Until now.

The old management has been totally replaced, the reimbursement code has been secured, new strategic investments have come in, and most importantly a plan to get to profitability has been established.

And it all seems to be coming together. While the market hasn’t really picked up on it yet, the fundamental changes have not only occurred but have already started to show results with the two last quarters showing the necessary growth in sales (while continuing to become more efficient), and proving the plan is a good one and is working.

Once the market buys in, which could be very soon, there can be a snowball effect where more money that is milestone tied gets claimed, sales start getting priced in (and p/e could build on that), the future products already scheduled also get priced in and off we go.

4. OBIO

Orchestra Biomed (OBIO) has a very interesting approach, developing products with a partnership first approach.

While they have more in the pipeline, what’s most interesting here is the leading product, the AVIM Therapy, which can be thought of as a kind of software for already existing pacemakers, improving the most common issue patients have.

True to their approach, OBIO already has a partnership in place for their pacemaker add on product, which conveniently is Medtronic, the world leader in the pacemaker market (like 50% of the world market and even more in the US). And Medtronic, selling hundreds of thousands of pacemakers a year, is already selling products with the OBIO product programmed in it, ready to be turned on once approved.

The timeline is straightforward. The next catalysts are OBIO announcing they completed enrollment of the BACKBEAT trial, a few months after that they share results, then potentially submit for approval and potentially start marketing in early 2028.

They will be getting between hundreds of dollars to $1,600 per pacemaker (there are many already in the market of course, and many new ones sold annually) that will get the AVIM Therapy prescribed, which is expected to be the majority.

Please tell me what you think of this post or these stocks in the comments, ask, join the subs/discord, let’s hopefully make the world a better place and our portfolios better for it as well, and then we could re focus on DRTS in here.

This company simply won’t rest. At any given time there is so much going on.

It’s great to see that while some trials are completing, DRTS still has more coming. And with the Tolmar deal and money already secured, and the Warrants money coming up as well, and with new IDE’s expected, and activity all over the world, and commercialization getting ever so closer with every day that goes by, it’s no wonder DRTS keeps adding hands on deck!

If any of you apply you’ll let us know right?

“… it has been an extraordinary year for Alpha Tau. Many years of research, development, perseverance, and hard work by each and every one of you have come together in a remarkable series of scientific, clinical, regulatory, and business achievements. Step by step, these accomplishments bring us closer to the purpose for which this company was founded: to offer a new way to treat cancer for patients around the world.”

Read the full letter here:

https://alphatau.com/reflections-as-we-prepare-for-the-jewish-new-year/

When a stock performs well it starts getting attention, but the questions many ask are:

Is it still a good buy?

Am I too late?

Should I wait for a dip?

Is there more room to grow?

In the case of DRTS, a company with a treatment for the most high unmet need cancers, those questions are now being asked a lot.

The stock is performing really well, but the market cap is relatively still very low. Is the gain purely because the stock is just starting to gain momentum and is only just starting, or did the future value just get priced in?

Two experts have addressed these very questions in their most recent updates.

First, Barclays (one of the largest financial institutions in the world) has just released an updated analyst report about DRTS, rating it overweight (strongest buy) with a price target of $30!

In the report, detailing why they believe DRTS can go past $30 within months, they addressed the questions about the timing:

“Return year-to-date does not mean upside is capped

A question we have fielded from investors is that DRTS has seen significant share appreciation YTD already, so where does further upside come from? In our view, DRTS still remains an unappreciated opportunity with potentially significant upcoming catalysts from readouts in rGBM (YE26), cSCC (YE26/early 2027), and PDAC (early 2027).

Feedback we have received continuously since launch is that investor teams internally continue to struggle with categorizing DRTS into a therapeutic or device company, and we see this indecision as a buying opportunity for decisive investors.”

Another report that came out was by Anders Research (Biotech Equity Research focused on micro to mid caps). He first reported about DRTS many months ago, and here’s what he had to say about buying today:

“Even up ~300% over the past year, Alpha Tau is currently by far the most attractive risk/reward setup I am aware of in my biotech coverage universe, and I plan to continue to add to my position in the coming weeks ahead of the upcoming catalysts.”

DRTS has many upcoming catalysts that can keep the amazing run going and even increase it. This is your NFA and DYOR opportunity to check it out.

Feel free to ask anything in the comments, and since we are in the stocks to buy today sub drop other interesting tickers you believe are worth checking out.

“We're taking a bullish stance on DRTS's Alpha DaRT technology and the potential in rGBM, as well as other indications. We update our model with new price assumptions and bring rGBM launch forward, supporting our new $30 price target.

We are re-evaluating the opportunity DRTS represents ahead of significant potential catalysts over the next 6-9 months across three indications; and following our KOL check (more below), we are particularly bullish on the opportunity in recurrent glioblastoma (rGBM). We are updating our pricing assumptions for Alpha DaRT across all indications and have moved our projection for a rGBM launch forward to 2028.

Recurrent GBM represents a significant unmet need and we think an accelerated approval pathway is possible. The current NCCN guidelines for rGBM do not recommend any regimen as standard of care, rather they recommend patients find a clinical trial in the hopes that a new exploratory regimen can offer better results than current options that currently offer 5-11% ORR and ~6-9 months OS. There have been no new meaningful approvals in rGBM in over 30 years, so patients and physicians are looking for efficacious treatments.

KOLs that we have spoken with said that, if Alpha DaRT were to achieve a 20% ORR or better in the upcoming full 10-patient dataset, then they would most likely use the treatment for their patients, with an increased likelihood if OS were to reach 12 months or more. We note that, in a 10-patient trial population, 20% ORR would reflect two responding patients, which DRTS has already reported in the first 3 patients' data disclosed in May, which reported two complete responses and one patient with 30% tumor reduction with one month of follow-up.

In our view, if the remaining 7 patients respond similarly to the first 3, there would be sufficient support to approach the FDA for a potential accelerated approval due to the overwhelming need in rGBM. We acknowledge that the FDA could request adding more patients to the trial and report 12 month OS data, so we would anticipate an accelerated approval launch in 2028.

Due to the overwhelming need for effective treatments, we would expect Alpha DaRT to take significant market share in rGBM (~70% peak) and we assume a $120K price for treatment, which underpins a peak unadjusted global sales estimate of ~$4.4B. We maintain a 35% PoS, resulting in adjusted peak sales of ~$1.2B and a per-share NPV of $12. Fully de-risked, we estimate that rGBM represents a ~$4.7B NPV, or $38 per share.”