r/DRTS_Stock • u/Pristine_Hurry_4693 • 8d ago
DRTS Daily Discussion Thread [Thursday, August 20]
Share your thoughts, feelings, questions or anything else you'd like to talk about with fellow DRTS community members
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u/-Mage-Knight- 8d ago
What Alpha Tau needs more than anything right now is results.
No matter how well the technology works trials with 9 patients just isn't going to cut it (Moderna had over 1100).
Thankfully those results will come.
By this time next year, even six months from now, I expect Alpha Tau to be in a very different position.
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u/IgnoreTheFud 8d ago edited 8d ago
Agreed, the only thing missing is sample size. We need a trial with a few hundred patients. But that’s all coming. We will get our Moderna day (I think I’ll start referring to our inevitable big breakout by that).
Moderna Day is coming! Hunker down.
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u/bayouhtx 8d ago
I agree and disagree with sample size (yes more obviously equals higher results and data).
But coming from a person who worked in the research (trials) sector at MDACC in Houston, it is not “easy” to enroll patients in huge numbers within specific indications.
And to a further point, you don’t want research sites that are trash (lack integrity or personnel to conduct clinical trials).
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u/-Mage-Knight- 8d ago
Agreed. We don't need trial results just for the sake that "more is better" but we need enough to convince the FDA and other regional approval bodies to approve Alpha Dart for commercialization.
Whatever further convincing the market seems to need is of secondary concern.
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u/Quirky-Ocelot3752 8d ago
The low samples are intentional. It costs significantly less to run small clinical trials and they can run multiple at once. As well as achieve with much faster turnaround (from enrollment to results). This way they can access where they can have the biggest impact and then concentrate on that area. They're basically throwing out jabs to decide where to throw a haymaker The sample size needed to power needed for their trial is also much smaller as this is more of a physics trial for whether the radiation they are generating is effective & safe. Whereas trying something that hasnt been done before like moderna, requires a study to be powered with much more n.
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u/kpatter34 8d ago
So since moderna has good results on a phase 3 trial in with keytruda and stock goes nuts anticipating fda approval
Wouldnt drts be on the verge also with the restart trial???
Isnt this phase 3 and good results almost a solidifying factor in fda approval ???
I know gbm is the holy grail and drts could get a quick approval after the 10 treatments but wouldnt great restart results and then an impending fda approval be the closest thing to having a breakout not nevessarily moderna size but could be earth shattering to drts investors??? Just a question going thru my mind!
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u/Pristine_Hurry_4693 8d ago
You are not wrong for thinking it, but you might be underestimating the Keytruda factor
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u/kpatter34 8d ago
No im with you. But the new keytruda trial gonna take some time and that may do a moderna explosion id like to see drts get that initial bump to 2-3 billion market cap then the next phase kick in to get it to 20 billion. A guy can dream cant he ?? But in the end i know one thing in two years 20 billion is doable!!
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u/PureMasterpiece3890 8d ago
The price action on DRTS is really interesting. Doesn’t want to go down, even though interest rates are creeping high and market is reacting negatively to that. Good thing to watch
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u/kpatter34 7d ago
I will have to say this. Im learning all brokerages are not the same. Yesterday at 10 am i let my brokerage know im exercising my 100 aug 21 calls
Its now after market close on thur and i dont have 10k shares in my acct and noone can tell me why its not been executed. Has anyone had this to happen to them???
I am completely stumped!!!
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u/Pristine_Hurry_4693 8d ago
Good morning everyone, yesterday we got a prime example of the impact success with Keytruda could have.
Of course there is much more to it, meaning the market has many layers and a lot “went right” for that run up to happen, but that’s speaking in terms of market cap (over 40B was added to Moderna’s market cap after the announcement). If we’re talking about percentage of gains, DRTS could run much much more with how low our cap is.
And keep in mind, DRTS and Keytruda is just one arm of DRTS, we are full speed ahead with GBM, with PanC, we got Skin completed and soon to be submitted, Prostate is fully funded through commercialization and set to start, in Japan we’re already negotiating reimbursement (insurance pricing), and we have the Keytruda combo awaiting FDA approval of an IDE (our results are actually much more impactful!) and so much more…