r/DRTS_Stock

I woke up to Moderna doubling its market cap, adding over 25 Billion dollars to its worth. The reason: their mRNA melanoma vaccine paired with Keytruda beat Keytruda alone in a Phase 3 trial. Recurrence and metastasis risk both dropped significantly. Market reaction was immediate and brutal in the best way, tens of billions added to Moderna's valuation even before the open.

That's what happens when a combination therapy with Keytruda actually works in a real trial. Merck's drug is approved in more than 40 cancer indications and pharma companies have spent years trying to find partners that meaningfully improve on it. When one does, the market doesn't wait around to price it in.

Alpha Tau ($DRTS) is running the same playbook, and most people haven't noticed yet.

At AHNS in July, Alpha Tau presented mature data from the Hadassah combination trial: Alpha DaRT plus pembrolizumab (Keytruda) in elderly head and neck cancer patients. A 100% objective response rate and 18.2 month median overall survival, both clearing the study's pre-specified bar for success. The lead investigator at Hadassah said he wasn't aware of any other pembrolizumab combination study that had put up numbers like that in this population.

And now Alpha Tau is in active discussions with the FDA about running a larger multi center US trial of the same combination. That's the same regulatory conversation Moderna just proved is worth having. A positive Keytruda combination signal is one of the more valuable things a company can bring to that table, because it opens the door to a much bigger addressable population than any single indication on its own.

Different tumor types, different mechanism, but the underlying thesis is identical: pair with the best selling immunotherapy on the planet, show you make it work better, and let the market figure out what that's worth.

Moderna just got that repricing in a single morning. Alpha Tau is still trading like nobody's looked at the data yet.

Tumor treating fields (TTFields) therapy is a noninvasive anticancer therapy that selectively targets rapidly dividing cancer cells by delivering continuous low-intensity (∼1-3 V/cm), intermediate-frequency (100-500 kHz) alternating electric fields via noninvasive transducer arrays applied to the skin over the tumor-bearing region. TTFields have been shown to prolong survival in patients with newly diagnosed glioblastoma (ndGBM), leading to its approval by the FDA for ndGBM after surgery and chemoradiotherapy, in addition to adjuvant temozolomide (TMZ).
Although TTFields were initially demonstrated to inhibit cancer cells, it is becoming increasingly clear that TTFields show a broad mechanism of action by disrupting a multitude of biological processes, including DNA repair, cell permeability and immunological responses, to elicit therapeutic effects.
(Combination of abstract PMCID: PMC7884384 and source (1))

My idea for a future rGBM trial is to combine the Alpha DaRT and TTFields treatments (and maybe chemo). As most of you probably know, the alpha radiation emitted during the decay of Radium-224 from Alpha DaRT seeds induces DNA damage, double-strand breaks (DSBs), in nearby tumor cells. Therefore, combining Alpha DaRT with TTFields could theoretically increase the persistence of radiation-induced DNA DSBs by impairing the tumor cell's ability to repair this damage.

When doing research on this idea I found an article published 24 April 2026 with the title:
“Prospective randomized trial of tumor-treating fields with chemoradiation in newly diagnosed glioblastoma” (1). This phase II trial investigated the addition of TTFields  (through Optune, a medical device made by Novocure) to standard Temozolomide (TMZ) and radiotherapy (RT).
The evaluable patient groups:
N=20 treated with RT+TMZ+TTFields
N=34 treated with RT+TMZ
Both patient groups received TTFields during the maintenance phase (with a ± 14-days window from TMZ+RT)

The 1-year progression-free survival (PFS12) favored the experimental group (37.5% vs 17.3%, P=.06), with a significantly longer median PFS (9.9 vs 4.1 months, P=.016). Median overall survival favored the experimental group (25.9 vs 16.6 months, P=.308).
The primary endpoint, PFS12, did not reach statistical significance. However, the evaluable cohort did show a significantly longer median PFS.
Treatment was well tolerated, with adverse events similar between groups. Serious Adverse Events (SAE) occurred in 33% of patients in the experimental group and 36% in the control group. Only one SAE (folliculitis) was considered related to TTFields. This suggests that the combination of TTFields with chemoradiation is both feasible and well tolerated, with a favorable safety profile. (1)

Both conventional RT and Alpha DaRT induce radiation-associated DNA damage, including DSBs. There is preclinical evidence that TTFields can interfere with DNA-damage repair (homologous recombination for example (1)) and potentially increase PFS while being feasible and well tolerated. I probably do not need to explain why Alpha DaRTs have advantages over conventional RT, but I’ll summarize anyway;

RT delivers external photon radiation to the tumor, while Alpha DaRT delivers highly localized high-LET (Linear Energy Transfer) alpha radiation directly within the tumor using implanted radioactive sources. Because the Alpha DaRT radiation is denser and high-LET, it creates more complex DNA damage to repair. Thus, the tumor is more likely to be killed by this radiation.

I did not find any glioblastoma research on Alpha DaRT in combination with TTFields. Only Alpha DaRT in combination with TMZ or bevacizumab in human glioblastoma multiforme xenografts (2). I also did not find any mention of the TTFields + DaRT combination anywhere else. I did find a mention of Novocure’s TTFields in an Alpha Tau SEC filing, where it is mentioned as competition (3). So, to my knowledge, the combination of Alpha DaRT and TTFields has not yet been investigated.

In what I’ve written above I mostly talked about DNA-damage repair impairing by TTFields to improve the effectiveness of the Alpha DaRT treatment in glioblastoma. But there are other positive effects TTFields have on tumors that I’m not educated enough to expand on, and this is a long post already. One example is the possibility that TTFields suppresses/delays local recurrence.

I found Optune/TTFields therapy while reading through r/glioblastoma. I am a student and do not have professional knowledge on this subject (yet), so feel free to correct what I’ve written. I tried to write as much as possible by copying text written by actual professionals. But I’ve simplified certain things to make it easier to read and more understandable for people who are not in this field. Research might have been subject to cherry picking. The post was improved with assistance from AI and friends.

My main question is: would this be possible and has it ever been mentioned? If it is theoretically possible and has never been mentioned, who should I email to ask about this at Alpha Tau?
AI (Claude and ChatGPT) also mentioned that combining treatments from two “competing” companies could be a problem, in what way is that true?

(1)   Limon D, Bokstein F, Blumenthal DT, Ram Z, Grossman R. Prospective randomized trial of tumor-treating fields with chemoradiation in newly diagnosed glioblastoma. Neuro-Oncology Advances [Internet]. 2026 Jan 1;8(1):vdag106. Available from: https://academic.oup.com/noa/article/8/1/vdag106/8662160

(2)   Nishri Y, Vatarescu M, Luz I, Epstein L, Dumančić M, Del Mare S, et al. Diffusing alpha-emitters radiation therapy in combination with temozolomide or bevacizumab in human glioblastoma multiforme xenografts. Frontiers in Oncology [Internet]. 2022 Sep 27;12:888100. Available from: https://www.frontiersin.org/journals/oncology/articles/10.3389/fonc.2022.888100/full

(3)   https://www.sec.gov/Archives/edgar/data/1871321/000121390026025174/ea0279271-20f_alpha.htm#:~:text=Tumor%2DTreating%20Fields%20developed%20by%20Novocure%20Ltd

“Securing regulatory approval in Japan, specifically a PMDA stamp, can serve as a crucial gateway to broader Asian markets.

This validation is often respected by regulatory authorities across other Asian countries, smoothing market entry. This principle holds true for the ASEAN region and extends to certain nations in the Middle East as well.

Navigating these complex regulatory landscapes strategically can significantly accelerate international expansion.”

When I compare the monthly overall and block orders charts for DRTS, I see institutional fear in July being absorbed by some institutional hope and a lot of hope among smaller players. I also believe the stock is fine: the price has risen because the dominant drive is hopeful.

Remember that algos may have caused selling in July when warrant liability made losses appear bigger given the rise in stock price.

Block orders are a bit positive in August and the Overall more strongly so.

Hoping the big players get excited if the price continues to rise. Also prepared for a little temporary drop if there is profit-taking. As always, not financial advice

This is a long read and may not be of value to you.

It's here because it may be of value to those that need to understand where should they put their money: Common shares? Options? Warrants?

That's why I built a warrant analyzer and tested it against 15 different warrants to see how each would rank and I was extremely pleased but not at all shocked that DRTSW ranked as one of the highest. It helps that Alpha Tau isn't playing games with the warrants, isn't doing reverse splits, isn't unloading preferred shares the week before the warrants expire and any other number of slimebag tactics that I found when I started analyzing other warrants.

Please don't click the link unless you acknowledge I'm long DRTS and irresponsibly long DRTSW and none of this is financial advice.

https://emotionalbreath.substack.com/p/drtsw-deep-dive-into-the-wild-world?r=251atu&utm_campaign=post-expanded-share&utm_medium=web