r/DRTS_Stock

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

Just wanted to say hi, been lurking for a few months and finally pulled the trigger this week, 4350 shares long. Super pumped to see what ASCO brings! Thanks for all the great posts and discussion here on the subreddit, I love reading it all.

I take a look at my irresponsible warrant position and see someone paid $3.15 per warrant after market and I’m not hyped. It makes sense if the warrants are in the money at $11.50 and you still have the theta (time value) of 10 more months before they’re due.

I look at the market cap for DRTS and I’m not hyped. Yeah, it’s a One Billion Dollar Market Cap company which is mind boggling given where it languished just 9 months ago.

I look at Pristine’s subreddit getting 5,000+ visitors a week and I’m not hyped. I was here when it was around 500 and he runs an amazing place for information so it should be higher.

And then I look at ASCO and I get hyped.

Really hyped.

The five year survival rate of Pancreatic Cancer has barely moved since the 1990’s and sits at 13%.

The specific type of pancreatic cancer that Alpha Tau Medical is currently targeting in its clinical trials—including the ACAPELLA study in Europe and the IMPACT trial in the U.S.—is Pancreatic Ductal Adenocarcinoma (PDAC), specifically in its locally advanced (inoperable) stage.

PDAC is the form that accounts for more than 90% of all pancreatic cancer diagnoses. It is widely considered one of the most lethal and aggressive malignancies due to its rapid local invasion, particularly when it infiltrates critical vascular structures, rendering it surgically unresectable.

In the context of Alpha Tau's trials, they are specifically focusing on this "locally advanced" population—patients whose tumors have not yet metastasized to distant organs but are too integrated into major blood vessels to be safely removed via traditional surgery, leaving them with few standard-of-care options.

AND THAT LAST LINE IS WHERE I GO HYPE.

I have been following Alpha Tau closely for a long time but I missed something obvious. There is NO standard of care for recurring GBM. The standard of care for PDAC sucks.

What the ASCO presentation has the potential to do is make clear what I missed: Alpha Tau Medical is positioning their DaRT platform to be the standard of care across two of the most deadly and untreatable forms of cancer.

Yes, we need survivability numbers. And yes we need more and more cases. And yes we need safety readouts and FDA approval and so many things that can’t be overlooked as real risks.

But when you step back and stop counting the money from your brilliant investment, you begin to see that the ability to insert high-LET radiation into inoperable tumors via an easy to master platform is a game changing approach to tumors where nothing else exists.

ASCO is the coming out party for the new addition to the standard of care for PDAC and the realization in the biotech world that DaRTs will be the only standard of care for recurring GBM.

If you are not hyped, I want you to take a breath and reread that last paragraph. Those who understand the implications will make a fortune.

We are early. We are supporting a powerful platform run by a brilliant team with far, far too many patients in areas where there is no competition and, sadly, so little hope.

And after ASCO, the entire industry will know it as well.

I am long on DRTS.
I am irresponsibly long on DRTSW.
I am hyped.

Stock just hit an all time high of $11! So excited to see what happens in the next week and years ahead with this amazing company.

Thank you to this incredible community for all you do. Pristine and Emotional you are both legends!

Here we go!

We have only just begun.

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

Not too familiar with how warrants work. Does someone know if they can call the warrants at anytime once the stock closes above $11.50, or do they have to wait until the expiration? Thanks!

Thinking of investing soon but given the recent run up it seems like it would be prudent for them to raise additional capital for further growth soon. In which case I think investing after the dilution would be wise. What do you all think?

Over the last ten days, I have read, listened to, and watched everything I can on this company. My favorite bit, though, is minute 16.45 of the May 11th call when Dr Palmer said patient 1 can lead a normal life and that he is even traveling. A 52-year-old man with recurrent glioblastoma - i.e., a dead man walking - now sipping margaritas on a cruise. This should not be happening. Just wonderful.

Can big pharmas purchased these DARTs, and then use it for their R&D? For example, Merck contract DRTS for 10-years supplies of DARTs to create other drugs/vaccines.

This is my first post and im proud that i thought of this because i havent seen anyone talk about it before. The seeds for the alpha darts only last 3.6 days and they constantly are in a state of rapid decay. So , if you get one with 1.6 days left of lifespan you getting roughly 30ish percent of the power intended to destroy tumors and that could be something that causes disease control where the tumor will shrink or stop growing for a bit but if it had 3 days of life span left maybe the tumor wouldve been completley destroyed, that is a real problem logistically, but i think it could actually be a good problem to have. It means the infrastructure for the dart needs to be massive , they will need manufacturing facilities everywhere and i dont think the company is equipped to do that but i may be wrong. I think its a good thing because to me that in itself means once these trials show how good this company is there will be an immediate bidding war and hopefully a huge buyout. What do you guys think.

Edit: Emotional breath did a post about this and hes better at this than i am check out his post its very informative

https://www.reddit.com/r/DRTS_Stock/s/XtUzbJtPoR

Thoughts?