CATX Perspective Therapeutics Inc

$CATX It’s live. The abstract is 2396RO — not 2396O. Key read-through: 67 patients treated as of April 3. Efficacy set expands to 56 patients: 2 at 2.5 mCi, 46 at 5 mCi, 8 at 6 mCi. They do not disclose the updated overall ORR for the 56-patient set in the abstract. They restate the prior 5 mCi subset ORR: 43.4% (23/46). In the 6 mCi cohort, 2 patients achieved PRs after one and two cycles. Very clean safety: no DLTs, grade 4/5 AEs, treatment-related discontinuations, serious renal events, or clinically significant treatment-related myelosuppression. Cohort 4 is enrolling. So: good safety confirmation and no apparent bad surprise, but the abstract withholds the number everyone wants—the updated ORR. The Friday oral presentation should contain it.

$CATX | Lantheus Overhang, Upcoming Clinical Catalysts & Potential Re-Rating At ~$0.90, CATX’s valuation appears increasingly disconnected from its clinical pipeline, reported cash position and approaching catalysts. The decline in Cohort 2 ORR from 43% to 33% created legitimate headwinds. However, Cohort 3 delivered a 50% ORR (including unconfirmed responses), 95% DCR and encouraging early safety. Pooled 18-month PFS reached 72%. Responses continue to mature after treatment completion. The larger valuation overhang may be Lantheus. Lantheus has disclosed substantial CATX share sales. Its pending acquisition by Curium introduces a potential strategic conflict: Curium already has BEXLUTRY, a competing Lu-177 GEP-NET therapy. Meanwhile, Lantheus’s previously disclosed VMT-α-NET licensing option creates uncertainty around CATX’s ability to pursue new strategic partnerships. This combination may explain why institutional buyers are hesitant to accumulate aggressively despite the valuation discount. Upcoming catalysts: * Nov. 5 — NANETS: Mayo Clinic oral presentation of VMT-α-NET Cohorts 1–3. Watch response durability, PFS, SSTR2 selection and renal safety. * Nov. 6 — SITC: VMT01 melanoma poster covering monotherapy and nivolumab combination. Potential validation of CATX’s second clinical platform. * Nov. 20 — ENA: Additional VMT-α-NET clinical presentation, offering another opportunity to evaluate efficacy and safety. * Q3 results: Potential clarification of cash runway, Lantheus’s licensing-option status, strategic flexibility and Phase 3 preparations. * Year-end: FDA regulatory alignment and Phase 3 readiness updates could further de-risk VMT-α-NET. Q3 could be particularly consequential. Confirmation that Lantheus’s licensing restrictions have expired or been relinquished, combined with evidence that its selling overhang is resolving, could materially improve investor confidence and restore strategic optionality. Neither development is confirmed, and Lantheus’s ownership changes may require separate SEC disclosures. CATX’s last reported cash and short-term investments were approximately $237M at June 30, substantially above its implied market capitalization at today’s price. My thesis: Clinical disappointment may have initiated the selloff, but strategic uncertainty and institutional supply could be magnifying it. Removing those overhangs while clinical data mature favorably creates a potentially powerful re-rating setup. The next several weeks could provide important answers. Accumulating under .90. $CATX $LNTH

$CATX bamboozled again…insanity is doing the same thing over and expecting a different result….im clearly insane.

$CATX CATX: Updated VMT‑α‑NET safety and efficacy for Cohorts 1–3, in a rapid oral session Friday, Oct. 23, at 10:25 a.m. ET. That’s the key clinical readout; the company’s earlier announcement said additional efficacy data were still pending after its prior cutoff. $ATNM

$CATX no DLTs; no grade 4/5 adverse events; no treatment-related discontinuations; no serious renal events; no clinically significant treatment-related marrow suppression. For an alpha-emitting NET therapy intended for repeated dosing, that is an unusually clean foundation. It means the drug may be able to deliver enough treatment cycles and supports going into expansion/Phase 3 without a renal-toxicity cloud.

$CATX| NANETS 2026 — Positive Incremental Data Strengthens Clinical Thesis Today’s VMT-α-NET update further reinforces CATX’s potential best-in-class profile in SSTR2+ neuroendocrine tumors. Key clinical highlights: • 75% PFS at 18 months in selected GEP-NET patients, versus 72% across the broader population. • 92% and 100% disease control in selected Cohorts 2 and 3, respectively. • 37% and 47% ORR in selected Cohorts 2 and 3, comparing favorably with historical Lu-177 response rates of approximately 13–18%. • Encouraging safety profile with no dose-limiting toxicities or treatment-related discontinuations, although long-term renal monitoring remains important. • SSTR2-based patient selection strengthens the rationale for the planned Phase 3 trial in 2027. Importantly, the new analysis reinforces durability and disease control rather than simply repeating headline response rates. Cohort 3 remains relatively immature, leaving potential for additional response confirmation. At approximately $0.80/share, the disconnect between CATX’s valuation and improving clinical evidence is striking. The company also possesses significant radiopharmaceutical manufacturing infrastructure. The Curium/Lantheus competitive landscape and unresolved contractual overhang remain important considerations. However, CATX’s alpha-emitting platform continues to demonstrate encouraging differentiation versus established beta-emitting therapies. Cross-trial comparisons are preliminary, not proof of superiority. Next catalysts: November 20 ENA presentation, Q3 financial disclosures, FDA engagement and Phase 3 preparations. Bullish on the improving clinical fundamentals. Still long and holding.

$CATX Perspective Therapeutics Presents Encouraging Incremental Data and Analyses from Phase 1/2a Trial of [212Pb]Bamzireotide Navoxetan (VMT-α-NET) in Advanced SSTR2 Expressing NETs Additional analyses presented at NANETS 2026 Multidisciplinary NET Medical Symposium support prior findings of durable ongoing disease control and encouraging responses in all three cohorts across multiple patient populations Preliminary evidence of more robust anti-tumor activity and durable responses in GEP-NET patients whose target lesions all express SSTR2+ supports focusing on this population Bamzireotide continues to be well-tolerated Targeting End-of-Phase 2 meeting in 1Q 2027

$CATX The pipeline and regulatory momentum are still here. Somewhere. Nonetheless, today I am approaching the company with my idea for rebranding: A logo change.

$CATX - either $.50 or $1.00 tomorrow or Monday - no freaking clue or I guess they could close shop tomorrow or Monday ( probably a better guess) and put me out of my misery once in for all …..

$CATX decent volume. Should get a PR Thursday or Friday with am explanation of data results.

$CATX If you know the science and belive - buy the dip while you can, current price absurd won't last long. Very

$CATX just disgusted with how this has turned out…and it just keeps getting worse…at least every other stock I hold went up today…

$CATX I think the USA is in complete disarray, and so is the Dow, S&P, NASDAQ, and the entire world, and this will continue until after the 11/03/26 mid-term elections, and I think into 2027. I, and I'm far from an expert, think the markets will stay 100% in disarray until the Iran war is over, the cost of goods go down, and Americans are more confident that we have a stable government that cares about the Welfare and Healthcare of ALL Americans. I hope, after the mid-term election, we have elected officials that bring back Compassion, Common-Sense, and Credibility..(CCC).

$CATX I'm not here to explain the plummeting price. But I don't see it as a sensible response to the VMT-a-NET data. Progression-Free Survival (PFS) was 37% on lower dose and 50% on slightly higher dose. The Objective Response Rate (ORR) was 33% on lower dose and 50% on slightly higher dose. No life-threatening complications (grade 4 or 5), and only two grade 3 complications out of 66 patients (3%). If I had a unresectable or metastasized neuroendocrine tumor, I'd take those odds.

$CATX Lutathera requires patients to sit through a grueling 5-hour amino acid infusion to protect their kidneys. VMT-α-NET is administered without any renal pretreatment, which is a massive quality-of-life win for patients and a huge operational advantage for… the whole aki mess that has to be reported even if confusing will be cleared up next Confrence. BTIG did their homework and reinforced $14 hospitalshttps://www.investing.com/news/analyst-ratings/btig-reiterates-buy-on-perspective-therapeutics-stock-after-data-93CH-4971857

$CATX Data release here this evening Perspective Therapeutics Presents Encouraging Incremental Data and Analyses from Phase 1/2a Trial of [212Pb]Bamzireotide Navoxetan (VMT-α-NET) in Advanced SSTR2 Expressing NETs "Additional analyses presented at NANETS 2026 Multidisciplinary NET Medical Symposium support prior findings of durable ongoing disease control and encouraging responses in all three cohorts across multiple patient populations Preliminary evidence of more robust anti-tumor activity and durable responses in GEP-NET patients whose target lesions all express SSTR2+ supports focusing on this population"

$CATX Any physics geeks here? Tomorrow, we have Schrödinger's CATx. 🐈 Until the ESMO results are revealed, our investment thesis contains multiple possible cat outcomes: The $2 cat. The $3 cat. The $4.50 + cat. At 10:15-10:25 AM Eastern, we open the box. Let's hope the cat is not only alive but climbing out of this Death Valley!

$CATX Everyone Just waiting for that Morty Capital Upgrade. Once he more buys the dip others will follow

$CATX shorts covered half their position in the last week or so under all the panic selling .. was 24 mil shares short now only like 12 mil short wow they got saved … 🤦‍♂️

$CATX I added 500 more; I was uncertain, but took the chance.. How can a company bring bad news to the table..and present it after all the research abd studies? However, I've been in since ISORAY..so my confidence has been shattered. Hopefully, on Monday, all us longs will be 🥂🥂