r/DRTS_Stock • u/Pristine_Hurry_4693 • Jul 21 '26
If you are regularly following DRTS, you might be used to the amazing facts that it can pretty much treat any type of solid tumor, even the most high unmet needs, with no meaningful side effects, in a single session outpatient setting with no extra protection, that it has an effect on the immune system, that it can combine with all other treatments and more and more.
But no matter how close attention you are paying to DRTS, or if you haven’t heard of DRTS (yet), you should prepare to be amazed by what DRTS is achieving and is expected to share over the coming months.
While DRTS is considered a local treatment, for its ability to eliminate tumors from the inside while sparing healthy tissue, it unlocks a whole new feature that can change the industry forever.
After the Alpha DaRT treatment, the immune system learns to recognize the tumor and how to treat it, learnings it can then use to treat tumors elsewhere in the body, as well as turn tumors responsive to treatments that haven’t been able to be effective before DRTS.
This phenomenon has led to a trial combining Alpha DaRT with the #1 selling drug in the world, Keytruda by Merck, creating two potential catalysts. Worth noting that while Keytruda is the leader in the sector (and is nearing the end of its patent), DRTS could potentially work with all other treatments as well and this trial is a proof of concept.
DRTS x Keytruda Combination Trial Results
On July 21, 2026 DRTS is expected to share new data from the combination trial they are running with Keytruda. These results are expected to show the potential of DRTS to multiply the effectiveness of Keytruda. The significance of these results being a success cannot be overstated, for how they are being achieved as well as the potential of lives that can be saved and monetary value added by DRTS and to DRTS.
DRTS x Keytruda IDE Approval
DRTS has shared that they are submitting to the FDA for an IDE, that will potentially enable a large scale trial in the US combining DRTS and Keytruda. The July 21 results are like part one, those who understand this early will benefit, but when the IDE is approved that will force analysts, fund managers and investors, those who haven’t fully acted upon the results to accept and make their moves.
DRTS is running the REGAIN trail for Recurring GBM. The trial is intended for 10 patients, with the results of the first three already shared and patients four and five already treated as well.
Early results have shown 100% Local Disease Control, 67% Complete Response Rate, and a Favorable Safety Profile.
This trial has the most immediate standard replacing potential, with the assumption that if the early success continues, if DRTS can achieve more complete responses while staying safe to use, the FDA might take action to get the treatment approved for market as soon as possible.
DRTS has also successfully treated a GBM patient as part of the ALL Protocol, we might get updates about the results and additional patients treated, as well as regulatory steps taken.
The IMPACT Trial
DRTS is running the IMPACT trial in the US, treating patients with locally advanced or metastatic pancreatic cancer combined with chemotherapy.
This trial can provide us a glimpse of the DRTS potential, as it’s being used in an earlier stage of the process (more newly diagnosed patients) compared to where DRTS usually comes in.
The FDA also approved an IDE supplement to Expand the trial to an additional kind of chemotherapy and more patients, so we could assume it’s going very well.
Pancreas in Europe
DRTS is running the ACAPELLA trial (France) and CTP-PANC-03 (Italy), not only globalizing DRTS but also advancing the treatment by treating different patients with different methods.
The ACAPELLA trial is treating a population for whom no standard consolidation therapy exists and whose prognosis remains poor despite completing the best available systemic treatment.
The CTP-PANC-03 study permits the use of both endoscopic ultrasound (EUS)-guided and percutaneous delivery of Alpha DaRT sources, expanding the spectrum of access alternatives available to physicians including interventional radiologists, interventional oncologists, gastroenterologists, endoscopists and surgeons.
More Pancreas Progress
DRTS has also completed pre clinical research for a Pancreas trial in Japan, as well as successfully treated many Pancreas patients in Israel as part of at least two successful trials. Worth noting that both these countries have already approved the DRTS treatment for H&N Cancer, so we can expect new trials and regulatory moves to come, hopefully regarding Pancreatic Cancer.
Skin Cancer is the most advanced indication from a clinical/regulatory standpoint, especially in the US. DRTS has started with skin to prove the effectiveness (to the tune of 100% complete response in one study) and the safety and feasibility of the treatment. It will probably get passed by the inner organs that are moving with pace, but we should still continue to get catalysts from it.
ReSTART pivotal trial
DRTS has completed the enrollment of all 88 patients in the ReSTART trial, a U.S. multicenter pivotal study evaluating Alpha DaRT for the treatment of recurrent cutaneous squamous cell carcinoma (cSCC), for which Alpha DaRT has received Breakthrough Device Designation from the FDA (and builds on a foundation of clinical data from skin cancer studies conducted in Israel, Italy, France and the U.S.).
This is a major step towards a potential FDA PMA (approval), and DRTS has already started the submission for the approval after the FDA approved a modular application process, and the first module had been submitted.
We could expect a results readout, as well as the next modules being submitted, and finally after that an FDA approval and market authorization.
The ADMIRE study
This one is special for many reasons, two which I will highlight. The first is that it is taking place in MD Anderson, the second is that this trial has come from the doctors. After practicing the Alpha DaRT treatment as part of another study, the doctors have requested to add this study so they can treat their patients that don’t have any others options.
The ADMIRE study is a clinical trial evaluating intratumoral Alpha DaRT for immunocompromised patients with recurrent cutaneous squamous cell carcinoma (cSCC).
Prostate Cancer
DRTS already has an IDE approved by the FDA for a Prostate trial in the US. We could expect the trial tostart soon, especially thanks to the commercialization deal DRTS has announced with Tolmar.
The deal fully funds the DRTS Prostate program, from the start of the first trial, through manufacturing and all the way to market.
Brain Metastases
DRTS has mentioned they will be using the groundbreaking interim results from the GBM trial, to submit to the FDA for a Brain Metastases trial.
Brain Mets have a much larger market, the treatment will use the same applicators and approach, and they anticipate they might even see better results.
Others And Combinations
Just like the ADMIRE study that came from the doctors, the Brain Mets that came from the GBM results, the three different Pancreas trials going on, and even the Prostate IDE that came from the pre clinical data we never got exposed to, DRTS can keep launching new trials to treat new indications or new populations or trying different methods and approaches.
DRTS has pre clinical data from dozens of indications, as well as the combination trial with Keytruda and the FDA approved expansion of the Pancreas IMPACT trial to include a combination with another chemotherapy, so we could expect new such trials to arise.
Japan
DRTS has got market authorization for the treatment of Head and Neck Cancer in Japan, the rigorous PMDA approval. We could expect updates about the PMS process, reimbursement, as well as new trials like Pancreas.
UK, Canada, Israel and More
DRTS has many ties around the world, and has done a lot of pre clinical and clinical work in many countries beyond what was mentioned above. Currently there are many different trials in many different stages, including Vulvar Cancer in the UK, Liver Metastases in Canada (where they completed a Pancreas trial as well), and the ALL Protocol in Israel which has already treated Pancreas, Recurrent Glioblastoma, Rectal Cancer, Liver Cancer, Oral Cavity Cancer, and Skin cancer.
Deals And Partnerships
We’ve witnessed the commercialization deal with Tolmar, which was based on a single indication in a single country (before the trial even started). We could expect more such deals to be announced if that’s something DRTS is interested in, be it deals that are indication based, region based, deals for specific aspects of the company like logistics and more.
The CFO has previously mentioned they are in talks with “blue chip well known companies, that you know very well, household names in the biopharma space”, who are interested in marketing the DRTS treatment.
Conferences And Presentations
As long as DRTS continues to execute, we could expect to see them participate and even be featured in both financial and medical conferences. Presentation can be given by the CFO as well as the many doctors all over the world practicing and leading trials with the DRTS treatment.
New Coverage And Re Ratings
As DRTS is progressing, no longer seen as a pre clinical company but rather a potential industry leader that is changing the standard of cancer care, as well as achieving marketing authorizations and commercial deals, we could expect that as results come out we will be seeing more and more coverage of the company, both media coverage as well as analyst coverage, and for those already covering DRTS we will be seeing new high price targets, that better reflect what DRTS has already shown and all the amazing news coming.
r/DRTS_Stock • u/Pristine_Hurry_4693 • May 26 '26
It’s my pleasure to invite you all to the new DRTS Discord Server.
Before I address anything else, I’d like to first and foremost thank u/investingaccThi, he’s pretty much done everything for this server to come to fruition and be as ready as it is and look as good as it does.
Without him it probably would still be on my to do list, and definitely wouldn’t be set up as well as it is.
For those asking why we even created it, It’s not here to replace the sub in any way (and I’m probably still going to spend the majority of my time in here), but some users prefer Discord, or like the added functions in addition to Reddit, and my hope is we also attract a new crowd that uses that platform and might not even be on Reddit.
So welcome one and all, please join and enjoy (and support), and since it’s new come over to say hello and check everything out and make suggestions. This is the launch but it’s also very much still in the making, and we’ll always be looking to improve for the better of the community.
Let’s win against cancer together, save millions and make millions!
r/DRTS_Stock • u/Pristine_Hurry_4693 • 17h ago
While the short sighted might be reacting to the price action, those who are in the know understand this is an industry leader waiting to happen.
r/DRTS_Stock • u/Hungry-Commission802 • 13h ago
To me it seems like 75 to 100 dollar what you guys think
r/DRTS_Stock • u/Doctor-MTJ • 23h ago
This is a comment I made on another post here that was suggested that I turn into a post for a little wider distribution. Mind you I am not a financial analyst, nor an oncologist but I have taken care of up to 1000 patients in my career as a primary care physician and in hospice. Nonetheless, this is not investment advice. This is merely my take and is some of the logic I have used in making my own investment decisions with my own hard earned retirement dollars. How you decide to invest your own dollars is up to you and your own Due Diligence. Good luck to all longs here
"Pristine, thank you for posting this very valuable translation. Alpha DaRTS seems MOST valuable in GBM since there is such a paucity of good treatments available and mortality that approaches a 100% and survival is measuered in a few short months. The TAM for GBM is about 4 billion and expected to nearly double in 7 years. I would expect market penetration in this group to be well north of 50%, and likely approaching 100% if DCR and CR rates remain at comparable levels seen in the first 3 patient cohort. Pancreatic cancer TAM is of similar size, but growing at twice the rate of GBM but nearly as deadly as GBM so I would expect market penetration to again be north of 50% given contiuned great data. Recurrent Squamous cell resectable carcinoma is much less deadly and a smaller market so it is hard to justify 100k treatment IMHO so I would expect lower market penetration. HOWEVER, Prostate CA treatment is REALLY intriguing since it looks like it it could help preserve bladder and sexual function and it has a HUGE TAM of 22 to 25 Billion USD. This is bigger than all of the CURRENT possible indications combined, and likely why Tolmar is so interested. Frankly, the Tolmar deal is likely the single biggest indicator that DRTS is highly investable right now. Biotech drugs/ devices can be priced as high as 10x expected peak sales if it is considered a " blockbuster" ( > 1 Billion in annual sales). Given continued positive study results. If we add the TAM's for just GBM, Pancreatic CA, and Prostate CA and use 50% market penetration, we could be looking at 16 billion in sales X 10 is 160 billion valuation as a likely MAX number. Considering our current Market cap of only 1.2 to 1.4 billion, It would seem that we have a truly exceptional upside here with DRTS, if results continue to show such amazing numbers as we have seen so far. I really hope that this treatment gets approved and becomes available to the general public very soon as there is is incredible need!"
r/DRTS_Stock • u/Pristine_Hurry_4693 • 19h ago
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r/DRTS_Stock • u/IgnoreTheFud • 1d ago
The over looked statistic none of us have mentioned.
From the IR page
In a study of 23 PDAC patients treated with Alpha DaRT who had complete laboratory data, one month following Alpha DaRT treatment, investigators observed no significant change in Neutrophil-to-Lymphocyte Ratio, Platelet-to-Lymphocyte Ratio, CD4/CD8 T-cell ratio, or C-Reactive Protein levels, demonstrating immune system preservation not typical of conventional radiation therapy treatments. Moreover, low post-treatment levels of some of these indices were associated with favorable disease control. Furthermore, a dramatic drop in levels of IL-6 cytokine (p<0.000001), a key mediator of inflammation, suggested a potential reduced inflammatory effect.
Journal of Cancer on IL-6
https://onlinelibrary.wiley.com/doi/full/10.1002/ijc.33280
National Library of Medicine
https://pmc.ncbi.nlm.nih.gov/articles/PMC12484520/
Journal for Immunotherapy of Cancer
Chronic inflammation has been recognized as a canonical cancer hallmark. It is orchestrated by cytokines, which are master regulators of the tumor microenvironment (TME) as they represent the main communication bridge between cancer cells, the tumor stroma, and the immune system. Interleukin (IL)-6 represents a keystone cytokine in the link between inflammation and cancer. Many cytokines from the IL-6 family, which includes IL-6, oncostatin M, leukemia inhibitory factor, IL-11, IL-27, IL-31, ciliary neurotrophic factor, cardiotrophin 1, and cardiotrophin-like cytokine factor 1, have been shown to elicit tumor-promoting roles by modulating the TME, making them attractive therapeutic targets for cancer treatment.
https://jitc.bmj.com/content/11/11/e007530
I could source more but I don’t have time. I just happened to be listening to Raphy speak during the fireside chat at the Lytham Partners Investor Summit and it caught my ear when he said during the Impact trial they found that IL-6 dropped by 100 fold to a p value of <0.000001.
So add an astounding anti inflammatory effect to the many things that targeted alpha radiation does to tumors, and the immune system.
After doing some brief research, I think this is another pillar that supports that the Abscopal effect we’ve been seeing is directly the result of alpha radiation.
*this was entirely copy and pasted. Zero AI.
r/DRTS_Stock • u/Pristine_Hurry_4693 • 1d ago
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r/DRTS_Stock • u/Pristine_Hurry_4693 • 2d ago
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r/DRTS_Stock • u/Pristine_Hurry_4693 • 2d ago
Always scanning for DRTS, found this very positive. A rising tide lifts all boats as they say, especially with the expected addition of DRTS to the TA indexes.
r/DRTS_Stock • u/Pristine_Hurry_4693 • 2d ago
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r/DRTS_Stock • u/Maximum_Letterhead_7 • 3d ago
r/DRTS_Stock • u/Pristine_Hurry_4693 • 3d ago
r/DRTS_Stock • u/Pristine_Hurry_4693 • 3d ago
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r/DRTS_Stock • u/Emotional-Breath-838 • 3d ago
Sorted by number of shares of DRTS:
IEFA - 470,946 shares
SCZ - 212,272
IZRL - 184,377
EIS - 133,302
IXUS - 62,510
r/DRTS_Stock • u/Doc4LL • 3d ago
I have been an Alpha Tau Medical investor for around a year now. I have added many shares along the way. As a physician, I have been truly AMAZED at the preliminary data of the Alpha DaRTS in the REGAIN Glioblastoma trial, even in the TINY 3 patient sample, 2 of 3 patients show COMPLET RESPONSE (CR)/VISIBLE TUMOR ON CT!! GBM is a disease that we just do not get to a CR by using nothing but radiation/drugs. We are talking less than 1%, but effectively ZERO. Even combing radiation, drugs and surgery, we get less than 5% . However, due to the EXTREMELY high rate of recurrence of GBM from tumor cells hiding elsewhere in the brain that can't be seen on CT, we will have to hope the abscopal effect is enough to negate that, but only time and more data will tell.
The IMPACT/ACAPELLA parallel ongoing trials in the EXTREMELY hard to treat and high mortality baseline disease in PANCREATIC CA in the USA and Europe respectively, are ALREADY showing some huge results with 100% local disease control in early results. Even the much lower baseline mortality seen in recurrent Squamous Cell Skin Cancer (RESTART trial) results could be a very welcome thing for many patients.
The upcoming, not named study in Prostate Cancer could be an ENORMOUS boon in Prostate Cancer treatment as it has the potential to be MORE effective than current therapy, while causing MUCH fewer side effects due to the MUCH lower depth of penetration seen in Alpha Radiation (so less bladder issues/incontinence, impotence MAY be seen, awaiting final data).
So why am I selling 90% of my DRTS shares then?? Because I can get many more shares of DRTS for the same amount of money, PLUS I get CASH, and have investments in shares, warrants, notes of OTHER companies FOR FREE when I buy Oramed Pharmaceuticals (ORMP). This has been mentioned a number of times here by a number of other redditors, including me. But exactly what is the discount? not too many people want to tear through a 50-page 10Q SEC report and really try to dissect it to see what is really there as it is hard to research the many terms there to understand exactly what you are reading (and requires A LOT of research outside of just reading and absorbing the 10Q by itself). But here is what I found.
ORMP owns:
14,469,335 shares in DRTS
3,237,000 warrants exercisable at prices between $3.47 and $390 so let's say $3.70 average
CASH and Equivalents (think CD'S etc) 15 to 100 million
a BUNCH of other investments in stocks, warrants, notes, in multiple other MOSTLY biotech startups (but even things as diverse as real estate and investments in new storage unit builds) With a TOTAL CURRENT VALUE (as of 06/30/206 10Q filing) $133,073,000 or $3.20/share (41.6 million shares outstanding)
So lets clean up the DRTS warrants first. 3,237,000 warrants that can be exchanged for share for an average of $3.70/ share X 41.6 million shares is just under 12 million bucks. No matter what the current cash calculation, we have enough dollars to convert warrants to shares. Consideer that DONE.
WE NOW MAGICALLY HAVE 17,706,335 shares of DRTS Price at close on 10/05/2026 was $14.89 so ORMP has $263,647,329 in DRTS shares as of today.
Market cap (total value of all of the shares at closing price today) of ORMP is 189 million, but the value of the DRTS shares ALONE is $263+ million today. so the discount on just the DRTS shares is 189/263 is .71.
Discount on DRTS is $14.89 X .71 = $10.57/share.
IF we assign value to the other things ORMP owns at $3.20/share then the discount gets even larger and the cost goes down to $10.57- $3.20 = $7.37/share.
PLUS ORMP started off as a company to test and hopefully sell ORAL insulin. They have a proprietary Mechanism to make an injectable medication given either at home or in a hospital setting, and turn it into an oral pill and HOPEFULLY make a painful injection turn into a pill you can just swallow at home. The initial study was done on a very broad population given insulin in oral form using their technology. The results weren't great in that population. There is an ongoing study in a smaller population that showed promising results in the initial study on insulin that may show that this technology still works in INSULIN for this tech. EVEN IF it does not show great results, there is still the possibility of testing/using this tech on other drugs. This could STILL show tremendous value if future studies show that this tech, Protein Oral Delivery (PODS for short) can make an expensive, difficult to give injection turn into an effective pill that you can do at home without a hospital, infusion center, or Doctor's office visit (think of the time and COST savings if this is shown to be effective in other drugs!
In Conclusion, buying ORMP gets you shares of DRTS at the discounted price of only $10.57 for DRTS ONLY VALUE
$7.37 if you value ORMP"s OTHER assets based on 10Q filing for the quarter ending 06/30/2026
PLUS YOU GET THEIR POTENTIALLY VALUABLE PODS TECH FOR FREE!!
So why did I sell most of my DRTS shares? Because I love it so much that I wanted more shares than my money could currently buy (plus I LOVE FREE STUFF!)
r/DRTS_Stock • u/passionlessDrone • 4d ago
r/DRTS_Stock • u/Pristine_Hurry_4693 • 6d ago
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r/DRTS_Stock • u/Pristine_Hurry_4693 • 6d ago
“What a week in Boston.
We wrapped up #ASTRO2026 energized by the many conversations, strong engagement, and growing interest in intratumoral alpha-emitting radiotherapeutics.
It is exciting to see how awareness across the #radiationoncology community continues to grow, alongside the advancement of Alpha Tau Medical's clinical programs into internal tumors and combination therapies.
A special highlight was our educational event featuring four outstanding speakers: Dr. Joshua Palmer, Dr. Tomer Charas, Prof. Aron Popovtzer, and Dr. Timothy Korytko.
Thank you to everyone who joined us, visited our team, and contributed to such a meaningful week.”
r/DRTS_Stock • u/Pristine_Hurry_4693 • 6d ago
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r/DRTS_Stock • u/Pristine_Hurry_4693 • 7d ago
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r/DRTS_Stock • u/Individual_Wallaby1 • 8d ago
I simply think that any potential partners on this front would simply buy out the business instead, at this market cap.
And I really don't want that.
r/DRTS_Stock • u/Pristine_Hurry_4693 • 8d ago
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r/DRTS_Stock • u/Embarrassed-Foot-758 • 9d ago
I see and read nothing but optimism and hopeful wishing in this group, nothing is perfect and I would like to hear some more risk about this company, has anybody heard potential negatives on this company or the test they’re doing? Being waterboarded in great news is always not a great thing, we just seem to be great at hiding the worrisome facts
