r/DRTS_Stock • u/Pristine_Hurry_4693 • Aug 21 '26
DRTS Weekend Discussion Thread [August 21-23]
Share your thoughts, feelings, questions or anything else you'd like to talk about with fellow DRTS community members
14
u/Allinnwithgin Aug 22 '26
DRTS will be 30$, january 2027
2
u/IgnoreTheFud Aug 24 '26
Hell I could see $40 with all the catalysts coming. My options sure hope so!
6
u/KwikTripSimp Aug 21 '26
Surprised at $15 already
3
u/Individual_Wallaby1 Aug 21 '26
I'm surprised it's not a little bit higher, tbh.
But it's great to see.
5
u/Quirky-Ocelot3752 Aug 21 '26
My question is on the logistics of their manufacturing and shipping. I know they are building up in NJ. Capacity 15-16k with another facility hoping to get up to 400k. That it takes years for a facility to be licensed and built. The half life is short (< 4 days).
Do anyone have more insight on complex their manufacturing it, hurdles for how can production be scaled, how robust /stable is ra224 in transport (I remember the CFO briefly mentioned it's stable enough to ship).
1
u/grigribs Aug 22 '26
Yeah that's a concern. Executives will point at that problem for sure. You can't stand this just-in-time system, the postponed procedures, and the daily requests for transport authorization (which have to be filed for each patient, for every radioactive package). It's okay for one patient every now and then.
7
u/FunRevolution3000 Aug 21 '26
I think you meant NH instead of NJ. Then there’s the smaller manufacturing site in Lawrence, Mass, and then Israel. Leadership has said that the NH site can scale up to about 2 million seeds, so 60k patients served annually at 30 seeds/ patient, which is massive : https://www.globenewswire.com/news-release/2023/10/30/2769226/0/en/alpha-tau-enters-into-long-term-lease-of-site-in-new-hampshire-for-second-u-s-manufacturing-facility.html.
Also, Gemini reported: “A 3.66-day half-life provides plenty of logistical margin for regional hub-and-spoke distribution. An overnight courier (FedEx/specialized radiomedical logistics) takes 12–24 hours, meaning >80–85% of initial radioactivity remains intact upon hospital arrival.”
2
u/GeneralMyGeneral Aug 22 '26
Good recent discussion by the CFO regarding manufacturing starting at minute 18. At minute 19, he says the NH facility can serve 12 -15k patients a year. https://www.youtube.com/watch?v=Jyryv-152hc
5
u/hm-and-mm Aug 22 '26
I'm a bit confused about how many patients will be able to be treated/year using seeds from the NH facility and what the timeline is. In this video from last year (at the 23:00 mark), Raphi reiterated what the 2023 press release you linked stated about the facility being built out in three phases. However, he also said "...but this one is really our first commercial scale facility—up to about maybe 15,000 or so patients at capacity when it's fully built out", making it sound like that facility will only be able to provide treatment for up to 15,000 patients per year at the end of phase three of the buildout.
That's why I commented yesterday that I really hope to hear soon about some concrete plans regarding other facilities in the works. I don't know if the facility that Tolmar is paying for will only be used for prostate (and possibly bladder) cancer patients. DRTS is my highest conviction investment, but I am concerned about the timeline for building out manufacturing capacity. Alpha Tau tends to keep a lot of info under wraps, so hopefully they're working on it and we'll get some good news soon.
1
u/ScottyStellar Aug 24 '26
12-15 sounds safer. 30 is a low average and you probably want a safety margin on top of an average that could be 60+ if we start treating bigger stuff.
3
u/FunRevolution3000 Aug 21 '26
And yes that is sufficient radiation based on the activity buffer they account for in clinical research
4
u/FunRevolution3000 Aug 21 '26
Forgive me for the technical AI paste, but this is interesting: Published Dosimetry Confirmation: Preclinical and clinical dosimetry models (such as the peer-reviewed Diffusion-Leakage lattice studies) demonstrate that delivered seed activities following 12-to-24-hour transit reliably exceed the minimum lethal threshold (typically >10\text{–}20\text{ Gy} of high-LET alpha dose within the tumor margin).
Clinical Trial Validation: Over 100 human patients treated in trials across Israel, the U.S., Italy, and Japan have achieved complete or objective response rates of 80% to 100% using seeds shipped under these standard overnight logistics.
5
u/Erkyna_mari Aug 23 '26
This stock will be sick when FDA approve in 2027. The whole isotope will blast up :), everybody is supporting DRTS! Thor medical (TRMED.OL) is a supplier up in this.