$7 for DRTS ($7.29)
When a stock I believe in drops, I have to do a gut check. DRTS is my largest position and I don’t have trailing stop losses on it. I’m all in. I manage my mother’s money and she’s all in as well. I’ve told my friends about it and they aren’t all in but they’re in because I wouldn’t shut up about this company that will change the way cancer is treated. Nobody wants to let their friends down (or face their elderly mother if things go poorly.)
As many of you know, I frequent this subreddit and try to contribute regularly. I enjoy both sharing information as well as crazy AI generated pictures of sushi spelling out $8 after Shonin is granted in Japan.
I’ve fine tuned my due diligence, focusing on why the DRTS approach is unique and highly effective.
I’ve looked at the manner in which the Alpha Tau leadership team is using the modular approach to strategically maximize feedback from the FDA.
I’ve looked at how the recent FDA rule changes on Real World Evidence (RWE) benefit Alpha Tau.
I’ve looked at both reported results and catalysts upcoming across skin cancer, pancreatic cancer and GBM.
I am happy to share any part of this information if you feel it will be helpful.
At the end of the day, I’m a simple investor. I see a company worth at least as much as Merck’s cancer drug Keytruda annual revenue (-$30B) trading at a $600M market cap that is off limits to institutional investors solely because of trading liquidity (very typical of biotech startups) that will have the logjam broken on end of Q1 skin cancer results submission or other catalysts and I’m content I’ve made the right bet.
For those that didn’t panic sell and run, I appreciate you sticking around. It’s more fun rapidly growing investments when you can share some laughs and info along the way.
Posted Mar 4, 2026, 7:27 AM UTC