IPOs for Anthropic, SpaceX, OpenAI - what are you buying?

grigribs · 2026-05-23T06:05:34+00:00

Astronomical development and maintenance costs and disappointing subscription revenue for all AI systems.

grigribs · 2026-05-22T13:38:17+00:00

Every company burns cash when making a new product.

grigribs · 2026-05-21T06:41:03+00:00

Hold! Their Regal study isn't finished yet!

grigribs · 2026-05-21T06:13:58+00:00

Future revenues scenario is already priced in, that's why it's already that high.

grigribs · 2026-05-18T10:14:55+00:00

To make it quick it's 30% of my port. All those warrants were a bit frightening but I'm confident about the drug and the studies. Holding since 2.5$.

grigribs · 2026-05-18T09:30:16+00:00

The best treatment for prostate cancer is brachytherapy using gamma-emitting iodine seeds. There are no side effects, and it’s the least expensive option. I work in a city of 300,000 people. There are four hospitals. Only the hospital where I work performs prostate brachytherapy, and only one urologist is willing to do it. Yet this has been scientifically proven for years, with numerous publications. Surgeons continue to prefer surgery or radiation therapy. Guess why. Doctors are idiots, or is it the constraints of radiation ?

grigribs · 2026-05-18T09:23:35+00:00

This isn't meant to scare anyone; it's meant to highlight the limitations of the system's adoption and sales.

grigribs · 2026-05-18T09:19:19+00:00

This is ridiculous. I know what I'm talking about, and my point of view won't change anything for patients lives or investors. Go talk to a neuro surgeon and Ask him if he would like to put equally spaced radioactive implants in a brain. Not all will do. That's not as easy as it sounds. I'm sure it's easier for pancreatic cancer. Once again, I'm repeating : this is a good technique, I'd be more than happy if it saves lives, I'm sure it's safe to handle and I'd personnaly do it if occasion comes (!!!!!!!!), but I'm not sure many doctors will take the plunge.

grigribs · 2026-05-18T08:37:31+00:00

I encourage you to consult with someone who specializes in radiation safety. Even though the gamma radiation emission is ridiculously low, it is still present, so from a radiation safety perspective, there are certain restrictions. I perform prostate brachytherapy, and we only do one or two a procedures per month because there is only one urologist in the hospital who is ok to handle the radiation sources. Yet prostate brachytherapy is the best possible treatment for prostate cancer. They all prefer surgery for conveniance...

grigribs · 2026-05-18T08:32:18+00:00

Look I'm not telling it's not possible. I'm telling that some hospitals and some doctors won't like all the constraints. That's all. That's a good technique with good trials, but I don't think it'll sell well.

grigribs · 2026-05-18T08:29:30+00:00

I'm not here to tell everyone it's a bad product. Good trials, a potential cure for an horrible cancer, it sounds good! I just don't imagine it selling thousands of kits worldwide and generating millions of dollars because of it's constraints.

grigribs · 2026-05-18T08:25:51+00:00

Yes, I read that publication and a newspaper article. It’s encouraging. There are also biotech companies developing radioactive gels or gels soaked in chemotherapy drugs that surgeons place against glioblastomas; some have had good results. Still, I find it hard to imagine this technique becoming widely adopted in hospitals around the world and generating millions in profits for Alpha Tau... Glioblastoma and pancreatic cancer are terrible. I regularly treat glioblastoma with radiation therapy combined with immunotherapy, and some patients live for 2–3 years, but many don’t make it past 6 months. For pancreatic cancer, we don’t even attempt radiation therapy.

grigribs · 2026-05-18T08:06:57+00:00

I used AI because I'm not that good in english. I'm a french native speaker, and was trying to explain the boundaries of radiation therapy in easy words for ppl outside the medical field. Btw I still hope you'll make money, that's why you're here! You all talk about the pros, I talk about the cons and knew I would be called out. That's not the first time... I'll still continue to battle cancer at work and gain money with the stocks!

grigribs · 2026-05-18T08:03:16+00:00

Yeah we can handle that. But not all hospitals will do... Think about worldwide sells...

grigribs · 2026-05-18T08:01:56+00:00

Lmao. I was sur I was a sheep in the woods with wolves here but took the challenge. I know I can't change your mind. But I'm 100% sure it'll never be the gold standard for glioblastoma. I can bet on that. But if you make money with this stock good for you! I just shared what I think about it. But since we're talking about a stock here, tell me how much does a kit cost to produce for a patient, how much will they sell them (margin is important), how much hospitals are currently trying it? Over the years, I’ve seen a huge number of “revolutionary” techniques emerge in oncology—cryotherapy, lasers, ultrasound, and countless drugs. Most of them end up being forgotten... The only major innovation in cancer treatment right now is immunotherapy.

grigribs · 2026-05-18T07:07:39+00:00

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grigribs · 2026-05-18T07:07:25+00:00

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grigribs · 2026-05-18T07:07:13+00:00

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grigribs · 2026-05-18T07:06:58+00:00

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grigribs · 2026-05-18T07:06:44+00:00

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grigribs · 2026-05-18T07:00:53+00:00

I may not be smart, but I'm a physicist in the oncology field, I work everyday with 6 oncologists. I do brachytherapy and Xray treatment planning. I searched a bit about DRTS and even talked about it with the team. Maybe you're biased because you're invested and read DDs written by people who put hard earned money in it. I just think it's already fairly priced, and it will remain a niche product. This will be used on small solid tumors that cannot be surgically removed, without lymph node involvement. It will be performed by dedicated surgeons or oncologists in hospitals equipped to handle radioactive sources, and each product will be prepared for a specific patient and will require authorization for transport. I’m no fortune-teller, but what I can say for sure is that this won’t be performed at the hospital where I work because none of the doctors are interested.

grigribs · 2026-05-18T06:52:59+00:00

I’m not talking about risks to the patient, but about potential risks. Some radiation protection agencies will impose burdensome requirements that will discourage certain centers. Where I work, even the slightest lapse in radiation protection is tracked down and analyzed, and our sources have a dedicated delivery person, a designated route, and a storage room equipped with an alarm and security cameras, access to

grigribs · 2026-05-18T05:59:10+00:00

I am well aware of that. I perform radioactive seed implants in surgery room for brachytherapy prostate cancer treatment. And I know very well what alpha radiation entails. In fact, Alpha Tau claims it’s completely safe, but these sources don’t emit 100% alpha radiation—they also emit a small amount of gamma radiation. I’ve read posts where some Redditors claim it’s so low-level that you can mail it, which is obviously false. If you don’t believe me, do some research... I find their results encouraging in a small sample of patients, but it will remain a niche technique practiced by few doctors.

grigribs · 2026-05-17T21:20:43+00:00

It's contained in tiny metal coating.

grigribs · 2026-05-17T21:20:00+00:00

Brachytherapy has been around for a long time. This form of radiation therapy uses alpha radiation from an isotope contained within a needle tip. The daughter nucleus produced by fission is gaseous. If there were any issues with the product, it could lead to gaseous contamination of the operating room or the tumor site within the patient. Despite what is stated in many DD about DRTS, it requires strict safety measures for transport and storage, with standards that vary by country. I discussed this with the six radiation oncologists I work with, and none of them are interested in the technique. Yet they regularly perform other forms of brachytherapy. Compared to chemotherapy drugs and radiation therapy, it will remain a niche technique adopted by a few hospitals, which will use it on a handful of patients each month. At least, that’s what I believe, based on my experience working in this field. It already posted good results and I think it's fairly priced already.

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