TL;DR a company with a very interesting risk/reward ratio. A well managed, well financed, already approved in Japan and submitting results of Phase 3 to the FDA for a revolutionary cancer treatment with many upcoming catalysts.
Alpha Tau (DRTS) is a company with a revolutionary cancer treatment. Their patented tech delivers alpha particles into the tumor, killing the cancer cells from the inside while sparing healthy tissue.
It’s a one time session, in a regular procedure room with no special protections, and the patient goes home with the tumor destructing from the inside.
This also enables treatment of the most high unmet needs cancers in the most sensitive places, like Pancreas, GBM, Lungs, Breast and really every solid tumor since it’s the same physics based treatment for all of them.
Even better, since the treatment destroys only the tumor, it awakens the immune system and teaches it to fight the cancer elsewhere in the body.
And it’s not a far dream, it’s already being practiced in 55+ clinical sites worldwide (Including the US, UK, Canada, Japan, Italy, France…) with hundreds of successfully treated patients.
It earned FDA Breakthrough Device Designation, has recently received PMDA approval in Japan, is currently running five simultaneous FDA IDEs (trials) for five different cancers (including amazing results in Pancreas and GBM) with the most advanced finishing Phase 3 already.
What could be the most exciting trial is the combination therapy trial with Keytruda (the #1 selling drug in the world), where DRTS has boosted the results in a small sample size from 19% response rate for Keytruda alone to effectively 100% response rate when adding the DRTS treatment.
And the company is well financed with enough cash to commercialize (about 76M and zero debt), an up and running commercial manufacturing facility in New Hampshire already approved by the FDA, an experienced team with a CEO that has already done this, and really all you could ask for.
The risks are of course the regular biotech risks. The cash runway is the oxygen, the pipeline and timelines could be triggers as much as they are catalysts, any delay or miss could get investors second guessing, and the FDA approval in the US is the big difference, and although they are expecting it they still haven’t fully submitted it yet.
Yesterday’s earnings gave us an update about the upcoming catalysts, most notably the cSCC FDA Phase 3 finishing this month (Q1 2026), the Pancreatic trial completing right after that, followed by the GBM trial all announcing results this year.
Some numbers for context: There are 60K+ new Pancreatic Cancer cases every year in the US alone, at a ~100K price point that’s Billions in annual revenue from a single indication in a single country, while Japan has ~50K new Pancreatic cases a year itself. just imagine the amount of potential lives saved worldwide in all the different cancers then add a 5-10X p/e to that.
I personally believe this is a very good investment opportunity, that’s true from a purely financial standpoint, but what makes it my favorite stock I ever owned is the fact it really has the potential to save millions of lives (and is already doing so). I’ve been following it for years, I’m long and have a significant position.
A company that could save millions and make you millions [DRTS]
byu/Pristine_Hurry_4693 instocks
Posted by Pristine_Hurry_4693
9 Comments
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**Upcoming catalysts for DRTS:**
**PMDA approval in Japan**
Announced last week, further details and progress to come
**Keytruda trial for combination therapy**
Updates from combination trials with Merck’s Keytruda, exploring systemic and metastatic potential
**GBM FDA trial**
Two months ago it was announced Alpha Tau has successfully treated the first GBM patient, historic news, with more patients and updates coming every month – including recent update about the second patient being successfully treated and both patients doing great
**FDA Pancreas trial**
Earlier than that it was announced that Alpha Tau has successfully treated a Pancreatic Cancer patient as well, after successfully completing a Pancreatic Cancer study with tens of patients in Canada. Progress and updates from the Pancreas trial could be shared along the way
**Phase 3 recruitment completion for cSCC**
Q1 2026, the early results are amazing
**cSCC FDA approval submission**
Already started submitting the data
**New FDA trials launching**
Most recently prostate, while next could be head & neck
**Commercial manufacturing facility completion**
Already approved by the FDA
**Presenting at more conferences**
Including Sidoti Conference in a couple of weeks, RTH & Co Radiopharma Landscape conference and others
**Other stock related events**
Potential strategic partnerships or licensing deals, enabled by regulatory and manufacturing readiness.
Investor re ratings, like H.C. Wainwright raising price target to 12$, transitioning from pre revenue clinical stage to commercial oncology company is a major re-rating moment.
Future label expansions leveraging existing approvals and platform scalability.
**DRTS’s clinical, regulatory, financial and commercial achievements and progress:**
FDA Breakthrough Device Designation
FDA TAP program inclusion
FDA MDSAP certification
FDA IDE’s for five cancers and counting
FDA PHASE 3 completion in Q1 2026
FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types)
FDA approval for commercial factory in the US, with other factories built and more in planing
100% tumor response rate in early FDA trials
Effective against all tumor types, including the most high unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc…
Activates immune system
PMDA approval in Japan
55+ clinical sites worldwide (including USA, UK, Canada, France, Germany, Russia, Italy, Japan…)
Patents, IP and more…
Still trying to pump this for at least 2 weeks?
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Not AI slop, good write-up OP.
What makes Alpha Tau interesting to me is that it’s not just a theoretical biotech story they already have PMDA approval in Japan, Breakthrough Device status with the FDA, multiple trials running, and manufacturing in place. If the upcoming Phase 3 and pancreatic and GBM data continue to look good, the risk reward here could be really solid.
If I’m buying cancer, I’m buying SONA nanotech, 80% success rate
Zero debt and $76M in cash for a biotech with this much progress is insane. I mean, seriously ZERO DEBT!!!