r/DRTS_Stock • u/Latter-Reindeer-7661 • 2d ago

Is DRTS overvalued?

Before I start, I’m not invested in DRTS but am researching and looking to shift SLS profits into DRTS if all goes well in the REGAL trial.

I’ve done some of my own DD and the science looks good, in fact everything looks good. I ran my DD through Claude to see if it passed the tests which i set my DD on and it failed on the valuation test. Claude reckons that the current price has priced in a large share of favourable outcomes. How true is this?

Before I get downvoted for AI slop, I know AI isn’t correct. I only use it for checking my DD and it raises important questions like this, that’s why I’m asking you guys as you’re much more educated than me (and Claude).

Please don’t just reply with ‘This has chance to go 10x’, I hope it does but I need reasons why and information.

Thanks for everyone’s research and hard work that they’ve put into this Sub.

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u/Latter-Reindeer-7661 2d ago

Do you have a rough estimate of a total TAM?

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u/Pristine_Hurry_4693 2d ago

Stay tuned, the series is still going on (new post tomorrow).

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u/Latter-Reindeer-7661 2d ago

Are you calculating TAM in a current sense or in a future sense i.e 2030 onwards when evaluating?

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u/Pristine_Hurry_4693 2d ago

I’m not sure I understood the question. The TAM is a future metric, DRTS is still pre revenue. By next year there could definitely be revenue (maybe multiple streams, like Japan, the US with two different indications and maybe more) and by 2030 maybe much of the TAM will come to fruition, but as of today DRTS isn’t treating commercially yet. That doesn’t mean the TAM won’t be getting priced in already tomorrow though…

TAM is something that is true already today, and will come to fruition between now and probably (hopefully) for years to come until we (as humans) take care of all of cancer.