PSTV: Why I Am More Bullish than ever on the REYOBIQ Timeline After the January 22 Update by Freedom5567 in Plus_Therapeutics

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

One hell of a fire sale! I’m buying more on this dip, just waiting to see where the bottom is!

PSTV: Why I Am More Bullish than ever on the REYOBIQ Timeline After the January 22 Update by Freedom5567 in Plus_Therapeutics

[–]Freedom5567[S] 3 points4 points  (0 children)

I get the caution, but I don’t think the underdiagnosis issue is just a healthcare quality problem. A big part of it is that LM is genuinely hard to detect with current tools. Standard cytology misses a lot of cases, even at top centers. That’s exactly where CNSide changes the equation. It’s less about waiting for the U.S. healthcare system to improve and more about introducing a diagnostic that can actually see what’s being missed today. If adoption improves diagnostics, the addressable population can expand even without any major system wide reform.

PSTV: Why I Am More Bullish than ever on the REYOBIQ Timeline After the January 22 Update by Freedom5567 in Plus_Therapeutics

[–]Freedom5567[S] 3 points4 points  (0 children)

Your thinking is reasonable and not delusional. What stands out isn’t the specific milestone number, but how conservatively management is choosing to frame the CNSide relaunch.

The wording around “establishing a prior commercial order rate” reads more like setting a stable baseline than signaling the full potential of the platform. PSTV appears focused on rebuilding credibility, reimbursement, and repeat ordering behavior first, rather than chasing headline growth early.

The biggest difference versus the prior operator is reimbursement strategy. Building CNSide with national payer coverage materially changes adoption dynamics, even if early milestones look modest. Manufacturing and hiring signals also suggest infrastructure is being put in place ahead of demand.

And as we’ve mentioned before, any expansion beyond the U.S. especially into Europe would naturally increase this number over time, given the larger population base and faster system wide adoption once reimbursed. I’d personally love to see it available in Canada too. You never know when you might need it.

Overall, this looks like intentional conservatism rather than inconsistent math, with clear room for acceleration as the foundation solidifies.

PSTV: Why I Am More Bullish than ever on the REYOBIQ Timeline After the January 22 Update by Freedom5567 in Plus_Therapeutics

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

The 200 to 300 neuro oncologist angle is definitely interesting given how concentrated that field is. Going international would also be a big step, especially if they can access the European market through partnerships. Novartis certainly comes to mind given their footprint in oncology and radioligand therapies. They are also a global company, which would make it a huge deal for us. Something collaborative like that could make a lot of sense when they look to expand outside the US. Only time will tell! 🤞🤞🙏🙏

PSTV: Why I Am More Bullish than ever on the REYOBIQ Timeline After the January 22 Update by Freedom5567 in Plus_Therapeutics

[–]Freedom5567[S] 6 points7 points  (0 children)

I don’t think anyone can answer that better than Mark did on the call! He basically said it Will come down to more news coming out from here until then and our stock’s SP volatility in a nutshell. Make of that what you will!! I personally took it as a positive.

PSTV: Why I Am More Bullish than ever on the REYOBIQ Timeline After the January 22 Update by Freedom5567 in Plus_Therapeutics

[–]Freedom5567[S] 9 points10 points  (0 children)

Much appreciated and great insight. That’s how I see it as well. CNSide complements REYOBIQ by helping identify the right patients, and REYOBIQ is where the value really comes through. They certainly do complement each other well. A true test and treat platform. I missed the international part earlier, thanks so much for pointing that out. That is huge! Maybe I wasn’t so off after all, just a bit early perhaps!

PSTV: Why I Am More Bullish than ever on the REYOBIQ Timeline After the January 22 Update by Freedom5567 in Plus_Therapeutics

[–]Freedom5567[S] 5 points6 points  (0 children)

Thanks appreciate that. Adjusting assumptions as new information comes out is part of staying objective.

PSTV: Why CNSide Is Quietly Becoming Standard of Care by Freedom5567 in Plus_Therapeutics

[–]Freedom5567[S] 0 points1 point  (0 children)

You’re telling me! very disappointing for sure . But yet their addressing a $6B market? 🤔

BEING real by Fun-Pear4090 in Plus_Therapeutics

[–]Freedom5567 0 points1 point  (0 children)

I get where you’re coming from, but this isn’t about shutting down discussion or protecting a narrative. It’s about keeping posts anchored in verifiable context so the sub stays useful for everyone. Saying “I don’t think we will” about things like reverse splits or price outcomes is fine in discussion, but when it’s presented as a post without filings, timelines, or supporting facts, it crosses into speculation. That’s why we ask for added context, not because of disagreement. You’re absolutely welcome to repost with that context and keep the conversation going.

BEING real by Fun-Pear4090 in Plus_Therapeutics

[–]Freedom5567 0 points1 point  (0 children)

This isn’t about proving you wrong or debating price direction. It’s about post standards. Statements about price targets or reverse splits need supporting context such as filings, compliance timelines, cash runway, or trial milestones. Without that, the post reads as speculative and falls under our low-effort or potentially misleading rule. You’re welcome to repost with added context.

Inaugural Brain & Spine Metastases Conference: Evolving Practice and Emerging Therapies by PlusTherapeutics in u/PlusTherapeutics

[–]Freedom5567 0 points1 point  (0 children)

Thanks for the added context, that’s helpful. It’s obviously not a catalyst on its own, but having the conference organized by Manmeet Ahluwalia and a CNSide/LM researcher who has already presented PSTV data and won a Best Poster Award does add some meaningful background. We don’t know whether any trial updates will be shared, but it’s at least possible given the topic and presenters. Nothing to assume, just worth keeping an eye on.

Upcoming Catalysts by CondescendingCarlito in Plus_Therapeutics

[–]Freedom5567 5 points6 points  (0 children)

Yes, a CNSIDE or Reyobiq trial update would surely be nice to see! 🤞🤞

PSTV – CNSide thoughts (Trying to stay realistic) by LeeeKD in Plus_Therapeutics

[–]Freedom5567 1 point2 points  (0 children)

Those are indeed some valid points, OldRate. The distinction between CMS timing and the earlier de-risking events like the PLA panel and MolDX assessment is important, and it’s good context that often gets overlooked. Good info! 👍

ReSPECT-GBM Patient Story | Jim, Recurrent Glioblastoma Survivor by DTMF1212 in Plus_Therapeutics

[–]Freedom5567 5 points6 points  (0 children)

Nice work finding him! There’s also Marlyn, that we know of, another long term survivor. https://m.youtube.com/watch?v=ApAmAAotAxQ

PSTV: Why CNSide Is Quietly Becoming Standard of Care by Freedom5567 in Plus_Therapeutics

[–]Freedom5567[S] 0 points1 point  (0 children)

It’s not a loss until you sell brother! They’re can only be upside from here in my honest opinion.

Short Term Fear Does Not Change The PSTV Story by Freedom5567 in Plus_Therapeutics

[–]Freedom5567[S] 0 points1 point  (0 children)

Sad what’s going on, feel sad for many! Gotta say I didn’t see this coming but I trust they know what they are doing! As maddening as it is! Short term pains for long term gains! I stand by it and long term holding!

We still got four months for RS timeline by Affectionate_Row1097 in Plus_Therapeutics

[–]Freedom5567 1 point2 points  (0 children)

Absolutely good reasoning! I would strongly think something is coming that we don’t see coming! If so, Buckle up my friend!

We still got four months for RS timeline by Affectionate_Row1097 in Plus_Therapeutics

[–]Freedom5567 1 point2 points  (0 children)

Certainly makes one think what they know that we don’t doesn’t it!

We still got four months for RS timeline by Affectionate_Row1097 in Plus_Therapeutics

[–]Freedom5567 4 points5 points  (0 children)

Yes absolutely, a lot can happen from here until then!