ORAMED talks about their Alpha Tau investment
Alpha Tau Medical Ltd.
- Invested: ~$38.2M
- Current Value: ~$167M (incl. warrants)
Alpha Tau (NASDAQ: DRTS) is pioneering Alpha DaRT™, a breakthrough alpha-radiation therapy that eradicates solid tumors from within while sparing surrounding healthy tissue.
Alpha Tau remains what we believe to be a compelling opportunity that has delivered a series of clinical and commercial milestones, with what we view as significant potential upside. Highlights include:
Landmark U.S. commercialization partnership with Tolmar (June 2026). Alpha Tau granted Tolmar exclusive U.S. rights to commercialize Alpha DaRT in prostate cancer — a powerful validation of the platform in a market of more than 330,000 new U.S. cases a year. The deal delivers a $20 million equity investment at $12/share (a 25% premium to VWAP), $15 million in U.S. manufacturing, up to $161.5 million in milestones, and an option to expand into bladder cancer.
Critically, Alpha Tau will supply Alpha DaRT to Tolmar at 60% of net sales, retaining the majority of the economics on every treatment sold in the U.S. prostate indication. To put that in perspective, at an estimated $60,000 to $120,000 per treatment, capturing even 30% could unlock a U.S. market opportunity exceeding $2 billion every year in this single indication.
Standout pancreatic-cancer survival data at ASCO 2026 (June 2026). According to Alpha Tau's public disclosures, pooled Phase I/II results showed median overall survival of roughly 11 months, compared to a reported four-to-six-month historical benchmark for second-line metastatic patients, with a clean safety profile and no treatment-related deaths.
FDA clearance to complete the REGAIN glioblastoma trial (June 2026). According to Alpha Tau's public disclosures, the FDA cleared Alpha Tau to finish enrollment and add two U.S. academic sites, with early data from the first three patients showing 100% local disease control and a 67% complete response rate. Alpha DaRT holds FDA Breakthrough Device Designation in this indication.
Looking ahead, based on its public disclosures, Alpha Tau is advancing five concurrent FDA-cleared U.S. trials, moving toward a PMA submission for its pivotal skin-cancer program, building on its Japanese marketing approval earlier this year for Alpha DaRT in head and neck cancer — the platform's first regulatory approval outside Israel — and initiating its U.S. prostate-cancer program with Tolmar.
https://www.prnewswire.com/news-releases/oram...10903.html
Alpha Tau Medical Ltd.
- Invested: ~$38.2M
- Current Value: ~$167M (incl. warrants)
Alpha Tau (NASDAQ: DRTS) is pioneering Alpha DaRT™, a breakthrough alpha-radiation therapy that eradicates solid tumors from within while sparing surrounding healthy tissue.
Alpha Tau remains what we believe to be a compelling opportunity that has delivered a series of clinical and commercial milestones, with what we view as significant potential upside. Highlights include:
Landmark U.S. commercialization partnership with Tolmar (June 2026). Alpha Tau granted Tolmar exclusive U.S. rights to commercialize Alpha DaRT in prostate cancer — a powerful validation of the platform in a market of more than 330,000 new U.S. cases a year. The deal delivers a $20 million equity investment at $12/share (a 25% premium to VWAP), $15 million in U.S. manufacturing, up to $161.5 million in milestones, and an option to expand into bladder cancer.
Critically, Alpha Tau will supply Alpha DaRT to Tolmar at 60% of net sales, retaining the majority of the economics on every treatment sold in the U.S. prostate indication. To put that in perspective, at an estimated $60,000 to $120,000 per treatment, capturing even 30% could unlock a U.S. market opportunity exceeding $2 billion every year in this single indication.
Standout pancreatic-cancer survival data at ASCO 2026 (June 2026). According to Alpha Tau's public disclosures, pooled Phase I/II results showed median overall survival of roughly 11 months, compared to a reported four-to-six-month historical benchmark for second-line metastatic patients, with a clean safety profile and no treatment-related deaths.
FDA clearance to complete the REGAIN glioblastoma trial (June 2026). According to Alpha Tau's public disclosures, the FDA cleared Alpha Tau to finish enrollment and add two U.S. academic sites, with early data from the first three patients showing 100% local disease control and a 67% complete response rate. Alpha DaRT holds FDA Breakthrough Device Designation in this indication.
Looking ahead, based on its public disclosures, Alpha Tau is advancing five concurrent FDA-cleared U.S. trials, moving toward a PMA submission for its pivotal skin-cancer program, building on its Japanese marketing approval earlier this year for Alpha DaRT in head and neck cancer — the platform's first regulatory approval outside Israel — and initiating its U.S. prostate-cancer program with Tolmar.
https://www.prnewswire.com/news-releases/oram...10903.html
