Follow up: Alpha Tau Medical DRTS (Huge win vs. rGBM)

Original post was here: https://www.reddit.com/r/stocks/comments/1t9ydga/drts_conference_call_today_for_rgbm_biotech/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

This is a quick follow up since many don't track biotech and many don't subscribe to r/DRTS_Stock

As promised, we had a call with the CEO, CFO, CMO and the Oncologist that performed the three Ohio cases, all against inoperable recurring GBM.

The results were stunning and, quite frankly, better than anyone could have expected.

When analyzing brain cancer trial data, you're looking for results against the RANO 2.0 global standard which categorizes results based on:

Progressive Disease: it got worse

Disease Control: the tumor shrank but less than 50%

Partial Response: the tumor shrank more than 50%

Complete Response: this is the ultimate goal when the MRI shows that there is no trace of the lesion.

Alpha Tau announced that they achieved two (2) Complete Responses. The third was Disease Control with a 30% reduction in the tumor. The side effects were minimal, expected and ended quickly.

Why am I posting this on r/stocks? Several reasons…

1. Everyone knows someone that has lost someone to cancer

2. There is NO standard of care in rGBM. They typically tell you to get your things in order and say goodbye to everyone.

3. The physics based approach that Alpha Tau uses has now been validated by PMDA (Japan's FDA) certification and their 100% DCR against nearly 100 human (not rats) cases of Pancreatic cancer and, as of this conference call, by two CRs against the most horrible rGBM.

4. The stock moved up on the news obviously, but I'm certain it still has room to run and here's why: The market cap has only now crossed the $1B mark. That means that institutional investors can finally dip their massive toes into what was only retail shareholders tiny pond.

5. The same day Alpha Tau announced they were going to share the rGBM results, they also announced that they completed the full testing against skin cancer and are prepared to close the first FDA certification. Given that the remaining rGBM cases (7) in New York City can be completed before year end, a pivotal study could easily be accelerated under the current FDA because there is NO current standard of care for rGBM and Alpha Tau has such limited side effects that it should be fast tracked.

So, you have a company with a unique physics (targeted radiation directly into the worst forms of solid tumors) based platform filling a critical need with certification in Japan, a set of great results from their team up with Keytruda, Merck's $30B baby, and soon to be standard of care all alone for rGBM. Any idea what they can charge for brain cancer?

The "waters" are chummed up for M&A since nearly all of the big pharmas are facing a patent cliff and that means that acquisitions are through the roof. Typical radiology acquisitions go for $4B which would mean that Alpha Tau has roughly a 4X shot of going up on M&A news if they don't stick around and commercialize their 100+ patents themselves.

I am long. I am bullish. I am encouraging you to go to r/DRTS_Stock to gain more insights on how Alpha Tau is handling the radiation and forward logistics and the very powerful team running this for the past ~7 years. Most of all, I'm encouraging you to take a look and see whether you want to front run the institutions and algorithms and etfs and indexes that will almost certainly come once this platform is in place globally.

NFA/DYOR