Why is the market sleeping on $DRTS after yesterday’s GBM data?
I honestly can’t understand what the market is doing right now.
Yesterday, $DRTS released interim data from the first 3 HUMAN patients treated in the REGAIN recurrent glioblastoma (GBM) trial using Alpha DaRT. And somehow the stock only moved 22% before getting sold off again today. Meanwhile, $ERNA runs 90%+ on PRECLINICAL mouse data.
Let’s compare what actually happened:
$DRTS (human GBM patients):
* 3/3 patients achieved local disease control
* 2/3 patients had COMPLETE RESPONSE (total disappearance of enhancing tumor lesions on MRI)
* 3rd patient showed stable disease with a 30% tumor reduction
* No local or distant recurrence observed so far
* Favorable safety profile
* This is in RECURRENT GLIOBLASTOMA — one of the deadliest cancers on earth, where basically nothing works today
And again:
These are NOT mice.
These are NOT petri dishes.
These are HUMAN BEINGS with recurrent GBM.
People outside oncology may not fully grasp how insane this is. GBM is basically a death sentence today. Standard of care barely moves the needle. Survival rates are terrible. Most treatments fail. Yet Alpha Tau is showing:
* tumor disappearance,
* disease control,
* manageable safety,
* and no recurrence observed so far in the initial cohort.
Now compare that to ERNA:
Their stock explodes 90%+ on preclinical mouse data in ovarian cancer. No human efficacy yet. No clinical proof yet.
Meanwhile DRTS:
* already has human data,
* already demonstrated feasibility in the brain,
* already showed complete responses,
* already proved the procedure can be performed safely,
* and is far more advanced clinically.
How is THAT not getting massive attention?
And this isn’t even the full story:
* DRTS already completed enrollment in its pivotal skin cancer study
* they’re expanding into pancreatic cancer, brain metastases, head & neck, etc.
* Alpha DaRT is showing signs that it could become a platform technology across solid tumors, not just one indication
The craziest part to me:
The market keeps treating DRTS like some speculative concept stock, while the company is literally reporting real clinical responses in humans with one of the hardest cancers imaginable.
Yes, it’s early.
Yes, it’s only 3 patients.
But in recurrent GBM, seeing:
* 67% complete response,
* 100% disease control,
* and no recurrence so far
is extraordinary and deserves WAY more attention than it’s getting.
Feels like the market still doesn’t understand what Alpha DaRT could become.
Not financial advice.
Just a very frustrated long term investor watching the market completely misprice what may end up being one of the most important oncology technologies we’ve seen in years.