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TL;DR DRTS is a company with true (proven!) life saving potential, and as can be seen by the recent increase in volume and SP, the results are starting to get recognition, and this week they are expected to announce the most exciting data yet.

DRTS has discovered how to deliver alpha radiation into the tumor, cleaning out the cancer while sparing healthy tissue.

This is exciting in many ways, for example the high effectiveness, the lack of side effects, the fact that it’s a single session outpatient procedure and more.

But maybe most exciting, is the fact that it’s the same treatment for all solid tumors, and has yet to find a tumor type that doesn’t respond.

That enables the company to go after the most high unmet needs cancers, and the results are unbelievable. For example last week they announced Complete Response in Recurring GBM, before that they announced 100% Disease Control Rate in Pancreatic Cancer, and for Skin Cancer (already approved in Japan) they completed “phase 3” with prior trials showing 100% complete response and testimonials to show for.

The company has everything set up perfectly, from the experienced team to the funding, already built and approved commercial manufacturing, 50+ clinical sites worldwide, many different FDA trials in different indications, it’s truly only down to execution (which they are acing) and continuous good results.

Speaking of continuous good results, this weeks news, news that should have everyone at the edge of their seats, is that DRTS is expected to share Pancreatic Cancer Survival Data at the upcoming ASCO annual meeting.

To date all DRTS results have exceeded expectations, and last month when RVMD announced PanC survival data they added 10 billion to their market cap, while DRTS (different treatment) could demonstrate even better numbers than that while trading at about a 1 billion market cap.

NFA and DYOR, the regular biotech risks apply, but this is an opportunity to join the journey of a company that could change cancer treatment forever, can become an industry leading platform, and the expected news could be a big step forward towards saving millions and making millions.

As previously mentioned I’ll be heading out soon, will probably be back early Saturday, so in case I won’t be available I thought I’d share my take in advance.

Also please hold down the fortress, meaning keep posting and commenting and being respectful (and I’m sure someone will share the abstract when it goes live).

ASCO is divided into two, or could be looked at as a long week that starts with a bang and builds up towards the conference.

The first part is the abstract getting published today (5 PM ET on the conference website). I’m personally curious to see what data will be in there, because most of it we already know (these are the patients from Canada and Hadassah).

The significance of the data is double. First because its 58 patients, that’s a real clinically meaningful number, and adding in that we know there are at least 1 patient in France and 1 in Italy, with the US IMPACT trial including 40, that’s already 100 Pancreatic Cancer patients (and counting, and since this is not a drug that’s an even bigger number than most appreciate). So proving the safety and feasibility numbers more than hold up in the first (and low coveraged!) 58 patients is a very big deal.

Secondly, this isn’t just a small company R&D event, it’s THE EVENT of the year, presenting the data at ASCO carries a different weight, and will be heard by the top and key personalities in the space, and as Emotional likes to say by the doctors that will be using it and recommending it to their patients.

After that, that’s when the excitement level really ramps up. We don’t have the certainty or exact date like we had with the DDW and the GBM, but if we do get the survival numbers, and if they are better than the standard of care, and this could come at the conference or leading up to it or following it, then the excitement should be higher than ever before.

I think we’ve mentioned the RVMD story in here enough times, but even without it, survival (while quality of life is really being overlooked!) is the “end game”, or hopefully the not end game, because that’s where the life saving is made, and that’s where the money is made.

(The money feels so insignificant to the potential of adding life to patients and their families, but this is the sub of the stock, and the beauty of it is how hand in hand they go, wining together, saving millions and making millions)

Hope this helped get you ready for what’s to come, have a great weekend everyone and let the ASCO party begin!

Share your thoughts, feelings, questions or anything else you'd like to talk about with fellow DRTS community members

Share your thoughts, feelings, questions or anything else you'd like to talk about with fellow DRTS community members

Share your thoughts, feelings, questions or anything else you'd like to talk about with fellow DRTS community members

Share your thoughts, feelings, questions or anything else you'd like to talk about with fellow DRTS community members

This week has been phenomenal for DRTS. Announcing Complete Response in Recurring GBM, seeing an increase not only in SP but in volume as well.

It seems like this week “big money” has finally started to buy in to the story, with the company also announcing the upcoming FDA submission for Brain Metastases, a much larger market.

And this hasn’t been a standout, DRTS has been on a run for weeks, with good news coming in multiple times a week.

We got new trials in Europe, completion of Phase 3 for cSCC, FDA expansion in the US, conferences and so much more.

This coming week, it seems we could expect the trend to continue in a strong way, with earnings coming followed by the highly anticipated ASCO.

In the earnings we might get an update about the US PanC trial enrollment, or about the marketing approval in Japan, or about brewing partnerships, more trials, manufacturing, maybe we’re going to a new country, the options are endless with DRTS.

We might get one, we might get some or even none, but the fact that all this and more is going on should tell you all you need to know, about why the stock is rising and looking to continue the momentum.

Between the earnings and ASCO we might get a surprise announcement, because why not with DRTS? And then on Thursday the ASCO abstract will be published with presumably new data about 58 Pancreatic Cancer patients successfully treated.

And the most exciting (yet hidden) is the potential sharing of significant Pancreas Survival data for the first time.

This might come as an announcement or as part of the presentation, but this kind of data has sent companies to new levels, and while DRTS hasn’t even set that as a goal for the trials, it seems they are ready to surpass many with these numbers whenever eventually they come out.

NFA and DYOR, but while most of the market is down, there’s good reason(s) for DRTS to be up!

Share your thoughts, feelings, questions or anything else you'd like to talk about with fellow DRTS community members

It’s actually a piece that checks two boxes: larger sample size and survival.

Because DRTS has already proven it’s both safe and effective, with 100% DCR (Disease Control Rate) in Pancreatic Cancer, 100% Complete Response in Skin Cancer, and Complete Response in Recurring GBM as well (the most common and aggressive Brain Cancer).

The only reason(s) DRTS is still trading in the millions and not in the billions (of market cap), is because they haven’t shared actual large sample survival numbers.

DRTS has demonstrated superior numbers across pretty much every metric, and it’s a platform (not limited to a specific cancer) treatment that has yet to find a solid tumor type that doesn’t respond.

They only claim that could be holding DRTS back is that even though they have successfully treated HUNDREDS of patients across many different indications in many different countries, they have yet to share large sample size survival data for a poor prognosis cancer.

But, this data exists. And, this data is coming.

I don’t know if the data will be published in the ASCO abstract (coming May 21), it might come in a press release leading up to ASCO or following it, or maybe it’ll be shared at ASCO itself, but sooner or later DRTS will reveal the survival numbers for the 58 (give or take) Pancreatic Cancer patients they are discussing at ASCO at the end of the month.

A quick reminder that RVMD has added 10B+ to their market cap after sharing pancreas survival numbers, as they almost doubled the 6.7 months of chemotherapy to 13.2 with RVMD. They added 10 Billion!

Doing the math, the numbers DRTS could share should be much higher than RVMD’s numbers, and the company is still trading under 1 billion dollars…

All this while the DRTS trials are still safety and feasibility studies, so the OS isn’t even the goal and the tumor coverage percentage (essentially the size of the radiation dose) is far from the full extent. Just wait for the US FDA IMPACT Pancreatic Cancer trial results coming in a few months.

NFA and DYOR, but imo the discount on DRTS, a potential industry leading platform, won’t last much longer.

Share your thoughts, feelings, questions or anything else you'd like to talk about with fellow DRTS community members

Share your thoughts, feelings, questions or anything else you'd like to talk about with fellow DRTS community members

When it was announced Jason Collins had GBM, it was the same week Alpha Tau successfully treated the first GBM patient in the trial.

I did everything I could to try and make the connection, from contacting the company to posting in NBA subreddits (https://www.reddit.com/r/GoNets/s/5HdGUSITml), and I think the closest I got (or at least the clearest answer) was from a connection I have with an NBA reporter, which I tried getting to Jason’s camp through, but it seemed like having started the other treatment they were “good” at the time so I couldn’t get through to them to properly offer Alpha Tau.

And now again, same week Alpha Tau announces the results (100% Local Disease Control, 2 Complete Responses and another Stable Disease with a 30% decrease in tumor dimension and overall a Favorable Safety Profile), we get the devastating news of his passing.

It’s hard not to think “what if”, especially when I’ve been through the process of trying to make it work. This is a loud reminder that there are people behind the numbers. My deep condolences to Jason’s family and anyone who knew him really, and to anyone in here who’s known someone that battled GBM (I know some of you have lost your nearest and dearest loved ones).

Praying for a world in which GBM is not a devastating diagnosis any more…

Alpha Tau (NASDAQ: DRTS) has announced groundbreaking news. They have achieved complete response in recurring GBM, the most common and aggressive brain cancer.

If you listen closely to the conference call, you’ll notice the company is already looking forward, and the FDA is on board.

Usually the approval process for biotech companies could take years, but in this case we might be seeing record times to get this life saving treatment to patients.

The current standard of care for this dreadful disease is that there’s no standard of care, survival is sadly measured in months, and until now there has been no real breakthrough.

And here comes DRTS, not only demonstrating the treatment is safe, not only being able to show efficacy, but achieving the unheard of continues complete response. The brain is clean and symptom free on follow up.

So what’s next? They complete the current study by treating the remaining seven patients, and share the results after ~3 months, which should allow them to request a pivotal trial before EOY.

The important yet lesser known facts:

A. If the results hold up (there’s no reason to believe they won’t), the FDA is expected to approve the pivotal trial.

B. If the results hold up they won’t be needing many patients in the pivotal trial.

C. They won’t have any recruitment issues, there are many more patients willing (wanting, asking) to participate in the trial than the actual number they will need.

D. The survival rate (and therefore follow up requirement) is measured in months.

E. They have FDA Breakthrough Device Designation & FDA TAP Program for this indication, which is like a fast track and constant discussion with the FDA and even advice through the whole process from planning the trials all the way to bringing it to market.

F. There really are no other options for this fatal disease.

It might seem ambitious, but doing the math while understanding the necessity, it is realistic (not without the biotech risks of needing results to hold up and cash and the exact timeline might be off) to think DRTS will compete everything needed this coming year and it will be in the hands of the FDA (who wants this to happen very much) to approve the treatment for commercial use.

Now the moral of the story is obvious, this news is very exciting from a humanity standpoint. But why am I sharing this conclusion in a Stocks sub? Because if (and when) this treatment is approved for GBM, that alone would push the share price north of 100$.

I personally have a large long position, but after yesterday’s news this (much more than GBM) treatment for GBM now has a timer, and every day that goes by gets the DRTS stock that’s on sale under double digits closer to triple digits. And if all this will happen before EOY next year, you could count on the market to start pricing it in way before then.

NFA and DYOR, but GBM can’t wait so nor should you.

Share your thoughts, feelings, questions or anything else you'd like to talk about with fellow DRTS community members