r/DRTS_Stock

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.

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.

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

Hey everyone, I’m a little confused when people here talk about DRTS. Are most of you holding the stock long-term and just accumulating shares, or are you mainly trading options? Trying to understand the general strategy people in this sub are using.

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!

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.

With DRTS hitting 2 digits, I wanna also thank u/Pristine_Hurry_4693 for making this community and giving us all a place for us to gather and discuss. Honestly, I probably wouldn’t have even discovered DRTS if it wasn’t for this subreddit in the first place.

So, while we celebrate what Alpha Tau's doing thanks for putting us on brother

Take a look and see if it's worth an upvote. Thanks!

https://www.reddit.com/r/stocks/comments/1tc00tp/follow_up_alpha_tau_medical_drts_huge_win_vs_rgbm/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

Alpha Tau Medical [nasdaq: DRTS] is going to host a conference call Monday AM regarding the preliminary results from their recurrent GBM (inoperable brain cancer) trial.

The shareholders didn't expect this but are taking it as potentially very good news because the remaining cases (they've moved from Ohio to NYC) are still scheduled. The question is, "How good is the news?" We'll have to attend the call to find out so I put together a cheat sheet for those that are wondering what to listen for when considering rGBM progress.

As you're aware, this is not a drug company. This is a medical device company. They use physics (alpha radiation delivered in nanometer level targeting directly into solid tumors) rather than chemistry. If their hyper-local physics don't destroy nearby tissue or the immunity system, then any positive results they get mean that the DaRTs can be used in conjunction with other therapies. That's a very good thing.

More on the rGBM below but for those that haven't heard of Alpha Tau (DRTS), here's a quick primer...

They have already received PMDA (Japan's FDA) certification for Head & Neck cancers, so it's a real platform that provides oncologists with a new tool.

They have been on an insane hot streak since receiving PMDA.

Alpha Tau got approval from the FDA for testing with Keytruda, Merck's $30B baby, and quickly demonstrated a massive (2x, 3x) efficacy increase.

They compiled the results from their Pancreatic Cancer trials which showed an extremely impressive 100% DCR (disease control response.) It is believed they have completed nearly 100 cases of late, late stage PanC and have now been approved for new trials in Japan, France, Italy and Canada.

The FDA has granted five modules for Alpha Tau which includes trials for brain, pancreas, prostate and other solid cancers, either alone or in conjunction with other therapies.

Over the past year, they've run up a gaudy 200%+ and still maintain a market cap of only $750M.

And, because it's rGBM, there is a possibility that the recurring GBM cancer initial trial data changes everything.

THERE ARE NO GOOD TREATMENTS FOR rGBM.

When a neuro-oncologist faces a recurrent GBM case, they are not choosing between good and better options — there is no standard of care, and all available treatments are considered non-curative. They are managing a patient who has already survived longer than most, whose tumor has now outsmarted surgery, radiation, and chemotherapy, and who is almost certainly going to die from this disease. After first-line therapy fails, median progression-free survival is 1.5 to 6 months and median overall survival is 2 to 9 months. The oncologist's toolkit at this point — more chemotherapy, re-irradiation, or bevacizumab — may slow things briefly but changes nothing fundamental. Recurrent GBM is widely considered one of the most disappointing fields in oncology, where decades of research have yielded no meaningful survival benefit. The honest conversation an oncologist has with an rGBM patient is not about getting better. It is about how much time remains, and how to spend it.

Back to Alpha Tau and the hope for hope where none exists...

There have been 3 cases in the 10 person trial so far; all out of Ohio. The remaining 7 will be done in New York City starting this month. We aren't looking for survivability duration. What we're looking for is:

Safety: The procedure (outpatient typically) can be done without causing harm to the brain or immunity system. You'll know it's solid if the patient walks out on their own power within 48 hours of the procedure and follow up testing.

Coverage: How much of the tumor was hit with the targeted radiation? We're looking for 80%+ coverage of the tumor. Hit the tumor hard with high-LET Alpha Radiation.

And we're expecting that the MRI's taken of these initial patients have shown something worth sharing with shareholders but you'll need to understand how to evaluate initial results.

Initial results = RANO

When you're dealing with rGBM, there is a standardized way of understanding trial results called RANO 2.0. RANO is Response Assessment of Neuro-Oncology and it is a standard globally that looks at an MRI taken after treatment to determine whether the tumor has grown, shrunk, how much and whether continued treatment with corticosteroids is needed, etc.

RANO terms to listen for on the conference call:

Stable Disease (SD) No new lesions. No increase in corticosteroid use. Clinical status is seen as stable. If the tumor shrinks but by less than 50%, or stays roughly the same size, you have stable disease. In a cancer as aggressive as rGBM, halting progression is clinically meaningful — but of the four outcomes discussed here, SD is the most modest signal for investors.

Partial Response (PR) The tumor has shrunk by at least 50%. This is incredibly rare and would be considered fantastic news. Even one of the three patients achieving a PR would be a reset for DRTS because it means that there is (FINALLY) a potential way of seriously shrinking the GBM tumor.

Complete Response (CR) A complete obliteration of the tumor. Such a result would be a landmark in rGBM oncology. Nobody should expect this but everyone should understand that this is the dream. The whole world of oncology changes overnight if there is a CR on any one of the three patients.

Abscopal Effect This is a mythological creature. Remember that Alpha Tau's DaRT therapy is a local treatment, meaning that they're inserting the radium-covered darts directly inside a single tumor. There have been, over the past few years, a few odd cases where oncologists noticed the strange reality that distant, untreated tumors responded to the local DaRT treatment. The current thinking is that local tumor destruction releases tumor antigens that prime the immune system to recognize and attack the same cancer elsewhere in the body. Again, nobody expects to see abscopal effects on the first three patients but if you hear it on the call, you know what they're talking about.

So, you have a stock that is up 200% over the past year, it's not a typical biotech stock because it's a device, it has achieved cert in Japan, it has shown phenomenal initial results with Pancreatic cancer and it's on the verge of announcing something positive in recurring GBM. The market cap is $750M and typical M&A in the radiotherapy space goes for $4B.

Hit me up with any questions. Not a medical professional. Not financial advice. And yes, I'm irresponsibly long on this stock because fck cancer.

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

So like many, I wasn't early to the show. I happened to dable in SNDK in the 200s and left with a tiny profit to just buy back less than half the position in the 500s (and thankfully held even when it was up 100%).

RKLB I happen to get into a little earlier - originally 20s. Very small position. Averaged up to 40s. Eventually put much more in low 70s just to sell half at 78 (most recent 78) and get a little MU and INTEL so so late (ofc if they still double it wouldnt have been so late).

Took profits in VOO to get nvda around 170 just to leave around 180 after 6months of it hovering.

But I cannot help but remiss if I like others, got in heavier when namely SNDK and MU were under $100 (i even did look at Intel at $20 but didnt buy), I could have 5x the position (or more by now) and potentially approaching that 'i am comfortable if something happens to my life/work' number (for everyone it's different ofc).

It does go to show those who buy and delete the app have the best performing ports...

Admittedly instead I chased small caps, in most cases losing. What do you all struggle with and can anyone relate?

I feel like im trying to fast track to say $250k to then be able to 'funnel it all into safe holds as the compound growth will actually work then'..but it's a struggle.

Need some injection of money over next few years to live the lifestyle I want and also targeting retirement in max 17 years.

What works and doesn't work for you all? Anyone able to relate?

Hi! I'm new to investing in the biotech space (only invested in ETFs before). I've bought into DRTS, SLS and IBRX but not with many shares. Wondering if other people are also holding all 3 and what would you do if you want to maximize profit with limited funds? I worked in the immunotherapy field and I personally think all 3 are based on solid science! I know I'm posting in the drts subreddit so I'm guessing people are biased towards drts but this subreddit is just so friendly!

I've been watching DRTS from the sidelines for a few weeks, and with the recent bump, I'm wondering if I missed the window to get in. I'm kicking myself for not getting in at the low 7's after it dropped from the mid 8's.

Great time to buy buy buy!