u/Pristine_Hurry_4693

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

Thank you all very much for joining, for being a part of what this community has become, for being respectful, for being curious, for being knowledgeable, for asking, for sharing, for upvoting, for always appreciating, for always having kind words, for this amazing place and journey.

Not too long ago I was here alone, the only one (and almost the only one posting about it anywhere), and look at us now. Now we are all celebrating life changing news, our beloved DRTS that brings us together is growing and with it is the community.

That might have came off as a bit much, but I truly mean it, and I’m truly at a loss of words reading this post from today with all your comments, can’t tell you how much I appreciate each and every one of you, and how much each and every one of your kind words means to me.

Today was definitely a special milestone, with the news and reaching double digits, here’s for it being a step towards our goal to save millions and make millions.

I’ll start off by saying this is amazing news on a human level, I’m on record many times saying I would be willing to lose all my money if that’s what was needed for such a treatment to emerge, I’ve had real tears of joy and excitement all day, so I just want to make sure that is clear before I get financial.

The fact that we could also benefit financially from the success of DRTS, and benefit greatly, is truly amazing and a blessing.

Now since this is an investment and not a donation, it’s of course also important to understand, to really understand, the potential of the company alongside the risks. That’s why I always try to bring real value, to get educated together, and I love all the DD and perspectives shared in here.

That said, sometimes it’s just that simple, and I believe this is one of those times.

Today’s news is truly historic, as Dr. Palmer (that led the GBM trial for the first three patients) has said, he’s never seen such good results for GBM. Think about that, decades of oncology and these are probably the best (and most promising from a repeatable standpoint) results for GBM.

Why is that important to understand? Because in the past, many companies have been worth BILLIONS for having a potential GBM treatment. Yes, market caps in the Billions, some tens of Billions (NVCR for example), just for having a potential GBM treatment that we now know was inferior (and in most cases, not even close) to the DRTS treatment.

Of course this isn’t a straight up comparison, while I’d argue if it was DRTS would have even more of an advantage for everything else they have going on outside of GBM (and Dr. Den the CMO even announced on the call they will soon be starting a trial for other Brain Cancers, for Metastasis in the Brain even), but the logical conclusion is that DRTS should be valued in the Billions (for the treatment of GBM alone! While already having PMDA approval for skin, 100% DCR for PanC, etc etc you know all of that).

So I understand there’s still risk, and the sample size is small, and knowing GBM even complete response isn’t yet a “cure”, but if it was a sure thing the stock would be anywhere between 100$-$300 (again, for the GBM treatment alone).

This is where the opportunity presents itself, this is what investing is all about. I believe that if you understand how the Alpha DaRT treatment works, and research about GBM and the available options and the history of companies that tried to take it on, you’ll find that today’s news is worth Billions in value to the DRTS market cap.

How many billions? Let’s say for the example just 1 billion, now add up everything else DRTS has accomplished and is doing, and add the GBM news on top of that, and still the company as a whole is trading under 1 billion with so many upcoming catalysts (that each deserve a market cap valuation post of their own).

To summarize, I couldn’t be more bullish (and excited) after today’s news, and I believe regardless of the short term price action (that could of course go up a lot more still), this thesis will play out and get reflected in the market cap, and as cliche and broken record as I might sound, there’s so much more to come.

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

I thought the weekend is a good opportunity to get a community AMA going.

If you have any questions regarding Alpha Tau, the DRTS stock, the community, and anything really, this is a great opportunity to ask.

No question is too little, no question is too big, whatever it is you don’t understand or want to know more about, go ahead.

Also everyone feel free to answer, I’ll try my best to answer everything to the best of my knowledge, but if you are the1swordman, Emotional, a doctor or any kind of professional, and even if you are just one of us on Reddit and this would be your first comment, everyone please feel free to chime in. Let’s get some good conversations going!

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