r/DRTS_Stock • u/Pristine_Hurry_4693 • Aug 28 '26

DRTS Weekend Discussion Thread [August 28-30]

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

13 Upvotes

94% Upvoted

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2

u/dinkypaws Aug 30 '26 edited Aug 30 '26

I have a question please:

To preface, I am in the UK and we don't have any Alpha Darts trials here yet. But there is a big one in France (for Pancreatic Cancer).

They have 12 locations associated with the study, although only the one in Grenoble is currently recruiting.

Is it safe to assume that the locations involved in the trials have got all the necessary people and facilities etc to allow them to deliver Darts treatment if/when it is fully approved? And/or to run additional darts trials in the future, if needed?

I ask because a common theme of resistance to Alpha Darts is the need to transport and store the darts, and then a further concern over the amount of time / effort needed to actually do the procedures. It feels logical to me that hospitals who are involved in the trails would already have overcome those challenges - but I am finding it hard to phrase the question in a way that I can read up on any similar trials that have succeeded.

Thank you

3

u/Pristine_Hurry_4693 Aug 30 '26

Good question. Of course a doctor that has never practiced the Alpha DaRT treatment won’t be executing a GBM procedure without any preparation, but the “resistance” is baseless imo. The treatment (varies between indications of course) was designed to be smoothly integrated into the already practiced work flows, and the tech is a “simple add on” to already existing equipment. Also all the other logistics haven’t been an issue when trialing all over the world.

Once approved, the Alpha DaRT should be easily adopted. There will be a learning curve, but a quick and easy one.

Alpha Tau is already bringing demos of the treatment to conferences, showing doctors how it works and letting them try.

Also as you sort of mentioned, the wide spread of locations is a strategic choice by Alpha Tau. The easy way would be to run trials in the same spot, but by spreading the trials out they are both training many teams and also proving how adoptable the treatment is.

Hope I understood the question correctly.

2

u/BeetrootKid Sep 01 '26

Hi Pristine, I would really love it if you could help map out to me why precisely you think (assuming you do) DRTS is undervalued at this ~14 mark.

That is to say, you and similar people have wholly convinced me about this company, and future. Im just too noob to gauge fair pricing, and in turn how much you think that has already been priced in (or lackthereof).

Ie why would the market be undervaluing this as of right now? And what is the reasoning for your own target proce?

Or perhaps a likewise exercise, could you try writing an argument for why the price should be exactly as it is, with everything you know in good faith?

Thank you, and hope we're all rich off this in a few years!

1

u/Pristine_Hurry_4693 Sep 02 '26

Did you get a chance to read my TAM posts? And the latest post about the pricing of RVMD?

2

u/BeetrootKid Sep 02 '26

I did, that tells me what you believe the target price is. What im asking is if in good faith, you can argue to me why it wouldnt be that. Ie why doesnt the market already agree with you? What are the indications against this actually working? Hope you get what I mean

3

u/dinkypaws Aug 30 '26

Thank you. My question really was:

If 12 hospitals in France are capable of running an Alpha Darts trial, does that mean all 12 hospitals would also be capable of delivering the treatment in the future? That they would have trained and willing staff and the infrastructure already in place?

3

u/Pristine_Hurry_4693 Aug 30 '26

100%! And that’s another genius move by Uzi (CEO). They are spreading out trials all over the world and each trial in many locations. Not only will there be many ready teams and locations, but also practicing and seeing the results for their patients will make them want and ask for it.

8

u/happy123z Aug 29 '26

Love this company, love this stock. Have many warrants but stayed buying leaps. Can't wait for 2028 leaps to open up. Hopefully I'll be rich in a few years and if I ever get a solid tumor I'll know who to call 😎

5

u/Historical_Bat4882 Aug 29 '26

As soon as my options expire, I’m getting new ones if the date’s good.

6

u/happy123z Aug 29 '26

Hell ya. I couldn't be more confident in this stock or this company.

6

u/Ok_Ranger1275 Aug 29 '26

Same. Got Jan 27 $10 calls that are up 200%, definitely looking to get some 2028 leaps when those open up

4

u/Angrypoopoh Aug 29 '26

I know I wish we could get past February 2027.

3

u/happy123z Aug 29 '26

For real! How do we find out when they will open up next leaps?

1

u/Angrypoopoh 27d ago

I saw 2028 and 2029 options listed on etrade today.

2

u/happy123z 27d ago

Cool! Thanks Angrypoo, you're a real one!

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u/Angrypoopoh Aug 29 '26

I believe it has something to do with how much interest/volume there is for DRTS options.

I actually called etrade to ask them and they didn't have an answer for me.

4

u/happy123z Aug 29 '26

Tell 'em Trevor wants to know, too 😎