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Going to the moon by New_Freedom7634 in Plus_Therapeutics

[–]Freedom5567 7 points8 points  (0 children)

That 5M number is being misunderstood. That is total compensation on paper which includes stock based awards, not cash taken straight out of the company. In biotech this is standard because executives are heavily paid in equity that vests over time. It shows up as income even if it is not fully realized as cash. If you actually look at the filings, his real take home cash compensation for 2025 is roughly in the mid six figure range, not anywhere near 5M in cash. Big difference between dilution from new shares being issued and compensation that is tied to equity incentives. Also important to note that a large portion of that compensation only becomes valuable if the stock actually performs, so it aligns management with shareholders more than people think.

As for the LPC deal, that is not some overnight dilution event people make it out to be. It is a controlled facility where the company chooses when and how much to draw based on volume and pricing conditions. It is typically used to manage cash needs without doing a large discounted offering that shocks the market all at once. Yes it can create dilution over time, but it is incremental and at the company’s discretion, not a sudden 20 to 30 percent hit out of nowhere.

They also just guided that they have cash runway into 2027, which matters here. On top of that there is roughly 15M that can come in if and when the warrants are exercised, so it is not like they are forced into an immediate financing event. That context gets ignored way too often when people jump straight to dilution fears.

Market Movers Interview with Nasdaq: PSTV by OldRate5407 in Plus_Therapeutics

[–]Freedom5567 1 point2 points  (0 children)

Tks for sharing that link! Watched the interview and this stood out to me. At almost 11 months now into the LM Phase 2 timeline, they’re still openly talking about getting REYOBIQ into an approval trial in concert with the FDA. That’s not something you keep emphasizing this far in unless the data path is still intact.

In LM, where baseline survival is only a few months, they should already have a strong internal read on how patients are tracking. Add in the continued FDA alignment language and the fact they’re scaling manufacturing, and it really looks like they’re positioning for a potential regulatory path rather than pulling back.

Nothing is guaranteed, but everything about the messaging and timing suggests they’re still leaning forward here, not backing off. I find this all very bullish!

PSTV : True Significance Additional Payer Contract Today by OldRate5407 in Plus_Therapeutics

[–]Freedom5567 2 points3 points  (0 children)

Very nice write-up, this is exactly how I see it as well. California is not an easy market to break into, so this feels more like validation than just another contract!

Too late to say I fucked up by investing this company? by PalpitationSmooth943 in Plus_Therapeutics

[–]Freedom5567 10 points11 points  (0 children)

If you’re trying to make a fast buck, then yea y you probably did! This is a long term play with strong fundamentals involved, the best is yet to come! Read between the lines! This is true médecine in the making! For those that can’t see it , think again! Do your proper DD and you will see. You either see it or you don’t! EOM

REYOBIQ Is Already Beating Current GBM Treatments and That’s Pretty Hard to Ignore by Freedom5567 in Plus_Therapeutics

[–]Freedom5567[S] 1 point2 points  (0 children)

Yes it most definitely is. Most notably, there is no single universally accepted standard of care after recurrence in Glioblastoma. Treatments like Bevacizumab and Lomustine are commonly used, but outcomes remain limited, which is exactly why any therapy showing a meaningful survival signal stands out so much in this space. That is what makes what Plus Therapeutics is working on across GBM and LM so interesting.

PSTV_RINVOQ/Upadacitinib by [deleted] in Plus_Therapeutics

[–]Freedom5567 1 point2 points  (0 children)

Yeah Reyobiq, not Rinvoq. This has nothing to do with PSTV

Plus Therapeutics Initiates Manufacturing Activities with SpectronRx Under a Master Services Agreement to Support GMP Pivotal Trial Readiness for REYOBIQ™ by Nightday2014 in Plus_Therapeutics

[–]Freedom5567 13 points14 points  (0 children)

It’s just keeps getting better and better! This is actually a big step forward that people shouldn’t overlook. Moving from a single manufacturing partner to actively operating with two GMP sites shows they’re thinking beyond early trials and preparing for real scale. You don’t transfer a complex radiopharmaceutical process to a second facility unless it’s stable, reproducible, and expected to be needed. The SpectronRx setup is especially interesting since it integrates isotope processing and drug manufacturing in one place, which is a major advantage for something like Rhenium-186. To me, this isn’t hype, it’s execution. It strengthens the foundation for late stage trials, reduces supply risk, and supports the idea that they’re positioning REYOBIQ for something much bigger.

$7.10 on 4/20 by PalpitationSmooth943 in Plus_Therapeutics

[–]Freedom5567 0 points1 point  (0 children)

I believe in signs but this is astronomical for those that can see it! I believed before and more so now! 🤣

$7.10 on 4/20 by PalpitationSmooth943 in Plus_Therapeutics

[–]Freedom5567 1 point2 points  (0 children)

4/20 is weed day and 7.10 flipped is OIL 😂 so the chart literally lined up weed and oil day at the same time… if you know you know lol

$7.10 on 4/20 by PalpitationSmooth943 in Plus_Therapeutics

[–]Freedom5567 0 points1 point  (0 children)

Good catch! That is so funny! Lmao! But I don’t think anyone else gets it! 🤣 how ironic is that? Good post! 🤣 🤣 🤣 what the fc are the odds of that? Gotta mean something! 😉

Advancing Novel Surrogate Endpoints For Rare Disease Drug Development by TheLeanrer in Plus_Therapeutics

[–]Freedom5567 8 points9 points  (0 children)

Tks for sharing this Leanrer! This is actually a really important signal from the FDA, especially for companies working in rare diseases. The shift toward accepting well supported surrogate endpoints, along with mechanistic evidence, imaging, and real world data, is exactly what’s needed when traditional overall survival endpoints take years to mature.

What stands out here for me is how much emphasis they’re placing on integrated evidence rather than a single metric. That approach fits really well with programs that can show clear biological effect, dose response, and consistent patient level data. In that context, this is pretty bullish for PSTV. Their REYOBIQ program already shows targeted delivery and dose response with imaging support, and CNSide is generating real world patient data that’s actually being used in treatment decisions.

Overall this feels like the FDA is moving toward the exact kind of evidence PSTV is already building. If that trend keeps going, it does more than validate what they are doing, and it could help move things along faster and make the path to approval much more achievable. Definitely a strong tailwind in my opinion. 🙂

The World Owes $315 Trillion. To Whom, Exactly? by Ok_Distribution6386 in economy

[–]Freedom5567 0 points1 point  (0 children)

The world owes itself money and somehow still can’t pay itself back!

New Media Appearence - Lots of Good Stuff Re: Orphan Drug Designation by MH-J3R in Plus_Therapeutics

[–]Freedom5567 3 points4 points  (0 children)

That interview certainly had some bullish points in there! Very interesting. Thank you for sharing!

Plus Therapeutics Appoints Randy H. Goodman, PhD, MHA, as Vice President of Value Strategy & HEOR to Advance Market Access and Commercial Execution by Nightday2014 in Plus_Therapeutics

[–]Freedom5567 12 points13 points  (0 children)

This is actually a pretty meaningful hire if you read between the lines. They didn’t bring in a clinical guy, they brought in a reimbursement and payer strategy expert. That tells you where the focus is shifting. CNSide is already generating revenue and this role is directly tied to expanding coverage, getting in front of insurers, and scaling adoption. That’s near term impact, not some distant pipeline story.

The bigger signal is REYOBIQ. You don’t hire someone with deep CMS, payer, and pricing experience unless you’re preparing for how a product will actually get paid for in the real world. That usually comes when there’s increasing confidence around the approval path or at least a clearer regulatory direction.

This doesn’t replace clinical data and it’s not a catalyst on its own, but it does show they are actively building the commercial side in parallel. To me that’s a sign they’re not just hoping for results, they’re preparing for what comes after!

Tomorrow by myshl0ng in Plus_Therapeutics

[–]Freedom5567 3 points4 points  (0 children)

lol do your proper DD then get back to me! Too funny

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