Barclays raises $DRTS Price Target to 17$ after the commercialization deal announced yesterday
Other analysts are expected to upgrade as well, following the commercialization deal with Tolmar and all the additional great news Alpha Tau has shared recently
Alpha Tau (NASDAQ: $DRTS) CEO says there are potentially 60-80K patients a year for Recurring Prostate Cancer
With a 60% net-sales supply price, that’s potentially Billions in annual revenue for the company from this deal
$DRTS trial data release schedule I'm watching:
Summer 2026: Final results from Alpha Tau's combination study of Alpha DaRT + pembrolizumab (KEYTRUDA) in head and neck cancer are expected to be presented.
Aug 11th 2026: expected earnings release will likely include updates across all active programs.
Late 2026 / Early 2027:
ReSTART Trial (skin cancer/SCC): The U.S. pivotal trial for recurrent cutaneous squamous cell carcinoma (SCC) has completed patient treatment; full data is expected by year-end for an FDA PMA submission, aided by the company's FDA Breakthrough Device Designation and rolling application already in place.
IMPACT Trial (pancreatic cancer): The trial has been expanded to 40 patients, with recruitment expected to finish next quarter (Q3 2026) and data expected by year-end.
REGAIN Trial (glioblastoma): After reporting the strong May 2026 interim results (67% complete response, 100% local disease control in 3 patients), the company is awaiting FDA clearance to treat additional patients; more data should follow as enrollment expands.
$RVMD and $DRTS featured together on Fox Business during ASCO
Both companies presented promising Survival Data for Pancreatic Cancer
Could we see a combined trial coming for future use together?
@AlphaTauInsight This is the thunder and lightning. $DRTS is using physics to target the tumor and $RVMD is using chemistry.
Together, they will likely be stronger than alone.
17.1 months median overall survival in heavily pretreated locally advanced pancreatic cancer. filed today via 6-K, also presented at ASCO.
standard of care in this setting is typically 6-9 months. $DRTS is printing numbers that are hard to ignore.
11.2 months in the metastatic cohort after one prior chemo line. pancreatic cancer kills most patients within a year of diagnosis, so the historical bar here is brutally low and these results clear it by a wide margin.
three tumor types now: pancreatic, glioblastoma (two complete responses reported may 11), cSCC with FDA pre-market approval module already submitted. the data pattern across indications is consistent. u.s. IMPACT trial enrollment completing next.
https://t.co/fQEh0Nmvzt
A lot of new investors that don't quite know the $DRTS story selling it off on ASCO data.
These data are from disparate, diversely-enrolled trials, with many patients not receiving full tumor coverage.
And still Alpha DaRTs is delivering 11+ months mOS vs. 6 months SoC...
The 17-month mOS from last chemo initiation is an interesting data point but difficult to interpret.
The bottom line is that even at these levels Alpha DaRT is a major improvement in SoC that can be COMBINED with $RVMD's daraxonrasib because of its stellar safety.
AND that the data from the US-based 40-patient pancreatic trial due around YE will likely look even better.
$RVMD got a standing ovation at ASCO when presenting their median OS numbers for Pancreatic Cancer
$DRTS will present their median OS today and it’s expected to be better than the RVMD results
$RVMD got a standing ovation at ASCO when presenting their median OS numbers for Pancreatic Cancer
$DRTS will present their median OS today and it’s expected to be better than the RVMD results