Alpha Tau Insight

🚨WATCH: $DRTS CEO after the stock surges on the Japanese approval news: We’re not looking to raise capital, we’re finishing FDA Phase 3 trial this quarter, Pancreas trial in H1 this year, GBM trial also this year, starting new trials and are forming strategic partnerships.

“DRTS Stock Is Back On Retail Radar Ahead Of High-Stakes Cancer Trial Updates” @Stocktwits with a new cover piece about $DRTS stocktwits.com/news/equity/ma…

I would say the combination therapy, that’s what they call the holy grail of cancer care. In an early small sample size trial with Keytruda, the #1 selling drug in the world, Alpha Tau has boosted the results from 19% response rate for Keytruda alone to effectively 100% response rate when adding the Alpha DaRT treatment. Even if the numbers are much lower than that, and taking into account it could work with pretty much any other treatment as well, that’s potentially millions of lives saved and improved and of course potentially billions in market cap.

@AlphaTauInsight Appreciate that! $DRTS is definitely a deep rabbit hole. Which specific part of the 'other 9/10' are you most bullish on - the potential for immunotherapy combos or their expansion into other solid tumors?

Alpha Tau $DRTS: The Isotope Sniper vs. Market Noise. Why March 2026 is the Inflection Point. While speculative capital is currently bleeding out of ImmunityBio ($IBRX), which hit a regulatory wall after aggressive marketing triggered FDA warning letters (down 21% this week) - smart money is quietly rotating into Alpha Tau Medical ($DRTS). This isn't just "another biotech." This is a company that has cleared the world's toughest regulatory hurdle, yet its valuation still fails to reflect the incoming wave of commercialization. 1⃣The Tech: Why $DRTS Wins Over Tradition Radiation therapy has historically been "carpet bombing" - effective, but devastating to the surrounding environment. Alpha DaRT technology introduces sniper-like precision. It utilizes alpha-particle emitters (Radium-224), which possess massive kinetic energy to shred cancer DNA, but a range of less than 0.1 mm. ➡️The Core Advantage: We can "burn out" a tumor from the inside without touching healthy tissue just a millimeter away. More importantly for combo-therapy strategies: Alpha DaRT does not destroy the immune system (no lymphopenia), as confirmed by recent pancreatic cancer data (81% disease control rate). This makes it the perfect partner for immunotherapies. 2⃣Japan and the Logistical "Moat" The Japanese PMDA approval on February 24, 2026, was the ultimate De-risking Event. Japan has the most stringent safety standards globally; their "yes" is a quality certificate for the rest of the world. However, the real value lies in the logistics. Radium-224 has a half-life of only 3.6 days. Alpha Tau’s nearly completed facility in New Hampshire isn't just an investment; it’s a barrier to entry. Competitors cannot "copy" this model overnight. In radiopharmaceuticals, he who owns the nuclear permits and the factory closest to the patient dictates the terms. 3⃣The Cold Assessment: Risks and the "Bear Case" No research is 10/10 without addressing the threats. Investors must consider: ➡️Dilution Risk: While the company has cash through 2027, biotechs often conduct a public offering following major news (e.g., the Q2 Glioblastoma data) to fund global roll-out. Expect volatility. ➡️Competition: Actinium Pharmaceuticals ($ATNM) and RayzeBio (Novartis) are breathing down their necks. While DRTS has unique diffusion tech, the fight for hospital budgets will be brutal. ➡️ReSTART Trial: If the pivotal U.S. trial shows even marginally weaker results than the Japanese data, the market will likely overreact with a panic sell-off. 3⃣The $IBRX Lesson: Fundamentals > Hype The ImmunityBio case proves that aggressive marketing without flawless FDA documentation is a recipe for disaster. $DRTS is following the "Device" (PMA) pathway rather than the "Drug" (BLA) pathway, which historically offers a faster route to full U.S. commercialization and less bureaucratic friction regarding manufacturing changes. 4⃣Investment Strategy ➡️Entry Point: The current consolidation in the $6.80 - $7.15 range looks like institutional accumulation. ➡️Binary Catalyst: Glioblastoma (GBM) data in Q2 2026. Success in brain cancer is an immediate re-rating event and makes the company a prime M&A target for giants like AstraZeneca or Novartis. ➡️Stop Loss: A technical exit below $6.10, which would negate the institutional support thesis. ⬇️Verdict: You are buying sniper technology at the price of a slingshot. $DRTS is currently the most compelling risk/reward profile in the MedTech sector. You are getting technology already validated by Japan at a pre-hype U.S. price. 🗨️Is $DRTS the sleeper MedTech play of 2026, or is the biotech sector too volatile right now? Drop a Like ❤️ if you’re watching this space, and let me know your top pick for Q2 below! 👇

Source: finance.yahoo.com/sectors/health…

Vulvar Cancer Market Size to Grow, as Investments and Personalized Medicine Drive Market Expansion: “Firms are pioneering innovations, such as alpha-radiation cancer therapy, to refine treatment efficacy. Alpha Tau Medical Ltd.'s use of Alpha DaRT therapy underscores the trend towards minimally invasive treatments. The focus on such novel therapies complements the market's trajectory towards non-surgical treatment options.” $DRTS

@FinnStockinger $DRTS has both the strongest floor and the highest upside, that’s how you pick. Also the most noble mission, potentially saving millions of lives while potentially making you millions of dollars.

The "Multibagger" List is in. Now, how do we find the REAL winner? You guys delivered some incredible alpha. Here’s a snapshot of the tickers mentioned by the community so far: $NIXX | $FPS | $ATOM | $UAN | $AEHR | $LWLG | $M7U | $LPKF | $IQE | $KULR | $DRTS | $OSS | $SIDU | $SLOIF But let’s be real: Buying everything on this list is a recipe for mediocrity. Diversification is a hedge against ignorance, but concentration is how you build real wealth. If you want a 10x return, you can't just follow the crowd. You need a filter. So, I’m asking you: How do YOU pick the "The One"? What is your personal filter for a 10x play? Or do you have another "dark horse" ticker that belongs on this list? The discussion continues below. Share your process. 👇

@FinnStockinger $DRTS 100% response rate across solid tumors (90% of cancers) Also seems to have a positive systemic reaction. The fact that it's not a drug, but a procedure makes approval much less of a hassle. A clinically inferior company was aquired by Merck for 10x DRTS's Market Cap

@auer_trist24737 @FinnStockinger Love seeing you spread the word about $DRTS!

@FinnStockinger I could go on and nerd out about DRTS. If you've never heard of it before. This 2 minute video is a great starting point. youtube.com/watch?v=mbhntc…

Time to find the NEXT 10x together. 🚀 Yesterday, I shared my conviction plays: $SATL, $KULR, and $IQE. My strategy is simple: look where the crowd isn’t looking yet. Now, I want to hear from YOU. We have an incredible community of alpha seekers here – let’s use it. Share this post with the entire community, let's do this together! Rules of the game: 1️⃣ Drop your pick for the next multibagger in the comments. 2️⃣ Use $TICKER + a short brief (Why is this an asymmetric play?). 3️⃣ You have 24 hours. What’s next?I will gather all the data, analyze the sentiment, and publish a "Community Alpha Report." The most-voted tickers will get their own deep-dive analysis posts from me. Let’s find the next "hidden gem" before the market wakes up. 💎 Share post to whole communit Start below! 👇

@FinnStockinger @auer_trist24737 $DRTS 💪

@auer_trist24737 Thanks for your picks 👊 $DRTS $OSS $SLOIF $VNP.TO strong team!

@Herbgator67 Sure, they issued a report with a buy rating and 12$ PT for $DRTS on March 23, 2026

@AlphaTauInsight I believe you have previously mentioned claims linking Ladenburg specifically to a $12 PT but no supporting documentation from Ladenburg, research portal, or news wires seem to exist. Can you add clarity please. Thanks

JUST IN: Alpha Tau (NASDAQ: $DRTS) to advance Pancreatic Cancer trial in Japan. Following the marketing approval for their Alpha DaRT treatment in H&N Cancer, and the amazing results for Pancreatic Cancer in other countries, DRTS is set to start the trial via their Japanese partner Hekabio.

“On May 2, as part of the session “Pancreatic Cancer I: Diagnosis and Treatment,” the program will include a presentation titled “𝑼𝒑𝒅𝒂𝒕𝒆𝒅 𝑹𝒆𝒔𝒖𝒍𝒕𝒔 𝒐𝒇 𝑭𝒆𝒂𝒔𝒊𝒃𝒊𝒍𝒊𝒕𝒚, 𝑺𝒂𝒇𝒆𝒕𝒚, 𝒂𝒏𝒅 𝑻𝒖𝒎𝒐𝒓 𝑪𝒐𝒏𝒕𝒓𝒐𝒍 𝒊𝒏 𝑻𝒘𝒐 𝑭𝒊𝒓𝒔𝒕 𝒊𝒏 𝑯𝒖𝒎𝒂𝒏 𝑻𝒓𝒊𝒂𝒍𝒔 𝒐𝒇 𝒂 𝑵𝒐𝒗𝒆𝒍 𝑨𝒍𝒑𝒉𝒂 𝑬𝒎𝒊𝒕𝒕𝒊𝒏𝒈 𝑹𝒂𝒅𝒊𝒐𝒏𝒖𝒄𝒍𝒊𝒅𝒆 𝒇𝒐𝒓 𝑷𝒂𝒏𝒄𝒓𝒆𝒂𝒕𝒊𝒄 𝑨𝒅𝒆𝒏𝒐𝒄𝒂𝒓𝒄𝒊𝒏𝒐𝒎𝒂.” On May 3, Alpha Tau will host a very special evening event that includes a cruise and a gala dinner, in which we will provide attendees with a deeper look at our progress and vision. I will also be available together with members of our leadership team throughout the conference.”

@AlphaTauInsight When

🚨BREAKING: $DRTS to share new Pancreatic Cancer data! After the data shared from the first trial at ASCO GI ignited a 40%+ surge for the stock, now comes the DDW and the CEO just shared they will be presenting data from the second trial along with updated results.

$DRTS Featured in Seeking Alpha: “2026 Is The Breakthrough Year” seekingalpha.com/article/488516…

@FailedHedgie Nicely written! And Ladenburg just gave $DRTS a Buy rating and 12$ Price Target as well. This is a long play, but 2026 is shaping up to be a breakout year for Alpha Tau.

One of the themes I've been tracking is the next generation of cancer treatments beyond traditional radiation. There's a small-cap Israeli company developing a unique approach that's been gaining regulatory traction across multiple geographies. $DRTS (Alpha Tau Medical, ~$634M market cap) has developed Alpha DaRT, a targeted alpha-radiation therapy for solid tumors. The news flow here has been impressive -- they just received Japanese marketing approval, have an incredible 5 parallel U.S. clinical trials running (skin, pancreatic, prostate, glioblastoma, and more), and their New Hampshire manufacturing facility just got licensed with capacity for 400,000 Alpha DaRT sources. Cash sits at $76.9M. Citi raised their target to $9 and HC Wainwright has a $12 Buy. The chart tells a powerful story -- from $2.30 to over $8.60 in the past year. The recent consolidation has been orderly with the ATR contraction at 0.91, meaning daily ranges are tightening up. Volume has been below average, suggesting the consolidation is healthy. The 50-day moving average at $6.76 is well above the 200-day at $5.25. Entry at $7.20, stop at $6.62, target at $9.03 for a 3.2:1 setup. tradingview.com/chart/DRTS/izu… This is not financial advice. These are my personal ideas and transparent thought process.

After coming out with a Buy rating for $DRTS, Landenburg added: “We are encouraged by the company's clinical progress and upcoming milestones, especially related to internal organ applications. We expect additional details in the coming months. Finally, the company continues to allocate resources strategically to drive R&D forward. As such, we are reiterating our Buy rating and $12 price target.”

Ladenburg Thalmann rates $DRTS as a Buy with a Price Target of 12$. The Investment Bank sees Alpha Tau “Maintaining Momentum with Multiple Clinical Milestones Expected Throughout 2026.” They join Citi and H.C. Wainwright as latest firms to set a Buy and raise Price Targets.