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🇺🇸 SECAlpha Tau Medical Ltd.Qwen · 实盘不做把握 2/10不做原因:证据不足
北京时间·🕒 发布 08-31 20:00:01·⟳ 抓取 08-31 20:00:33 +32s·⚡ 决策 09-01 00:06:19 +4h05m·57.0 天前

Alpha Tau Medical完成IMPACT胰腺癌试点研究48例患者入组,数据预计2027年初发布

IMPACT是一个48例患者的试点研究(pilot study),入组完成仅是运营里程碑,不提供任何疗效或安全性数据。数据预计2027年初发布,距今超过4个月,无法构成事件驱动交易的催化。此外,DRTS.US和DRTSW.US均返回no_price,无法确认真实价格、流动性和可执行性。即使可交易,试点入组完成对一家无收入、无获批产品的临床阶段公司的估值增量极为有限,不具备正期望交易条件。

📄 原文Alpha Tau Medical Ltd.↗ 原文
----- ea0303693-6k_alpha.htm ----- 6-K 1 ea0303693-6k_alpha.htm REPORT OF FOREIGN PRIVATE ISSUER UNITED STATES SECURITI…
不做 Alpha Tau Medical(DRTS.US)
试点研究(48例)入组完成是早期运营里程碑,无疗效数据、无监管决定、无商业化催化,数据要到2027年初。事件materiality不足以支撑交易。此外stock_quote返回no_price,无法确认真实价格和流动性,不具备可执行性。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

Alpha Tau Medical(DRTS.US)宣布IMPACT试点研究完成48例患者入组。该研究为Alpha DaRT联合一线化疗治疗不可切除胰腺癌的早期探索性研究,入组完成不产生任何疗效数据。数据预计2027年初发布,届时才用于设计关键性研究。事件方向正面但materiality极低:无数据、无监管决定、无商业化节点、无收入影响。同时stock_quote对DRTS.US和DRTSW.US均返回no_price,无法确认流动性和可执行性。综合判断:事件过于早期,不构成可交易催化。

🔎 新鲜度:最早出现 2026-08-31 · 扩散 low · price-in 风险 low ↗

主要风险

  • Alpha DaRT技术尚处于非常早期阶段,试点研究入组完成不能预测最终疗效或监管成功概率
  • 公司为无收入临床阶段企业,存在持续融资需求和稀释风险

先例如何影响了这次决策

对本次决策的影响:无先例可用;但鉴于事件本身materiality不足且标的不可交易,先例缺失不影响AVOID结论

方向:无法建立先例基准

涨幅量级:无可用先例

形态:无

工具执行结果 · 成功 3 · 降级 2 · 失败 0 · 取消 0
  1. search_processed_events 成功 stock_tools HTTP · 243 ms
    {"result": "search_processed_events:agent query=`alpha tau medical impact pancreatic cancer enrollment | alpha tau 胰腺癌 入组完成 | drts alpha dart pilot study patient enrollment completion`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 72.0/72 小时、1218 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选,不能据此证明消息首发或不是重复;按当前事件继续正
  2. stock_quote 降级 stock_tools HTTP · 1,062 ms
    取价失败: Futu returned no quote
  3. stock_quote 成功 stock_tools HTTP · 105 ms
    匹配到多个,请从 candidates 里选对的那只,用它的 canonical 代码再调用一次 stock_quote 确认。
  4. stock_quote 降级 stock_tools HTTP · 1,071 ms
    取价失败: Futu returned no quote
  5. kb_search 成功 stock_tools HTTP · 2,225 ms
    {

原文全文

展开原文 · 13,248 字
----- ea0303693-6k_alpha.htm -----
6-K
1
ea0303693-6k_alpha.htm
REPORT OF FOREIGN PRIVATE ISSUER
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO SECTION 13A-16 OR 15D-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the month of August 2026
Commission File Number: 001-41316
Alpha Tau Medical Ltd.
(Exact Name of Registrant as Specified in Its
Charter)
Kiryat HaMada St. 5
Jerusalem, Israel 9777605
+972 (3) 577-4115
(Address of principal executive offices)
Indicate by check mark whether the registrant files or will file annual
reports under cover of Form 20-F or Form 40-F.
Form 20-F
☒
Form 40-F
☐
CONTENTS
On August 31, 2026, Alpha Tau Medical Ltd. (the
“Company”) issued a press release titled “Alpha Tau Completes Patient Enrollment in its Multicenter IMPACT Pancreatic
Cancer Pilot Study of Alpha DaRT® Following Strong Demand and Multiple Expansions.” A copy of this press release is attached
to this Form 6-K as Exhibit 99.1.
1
EXHIBIT INDEX
Exhibit No.
Description
99.1
Press release dated August 31, 2026.
2
SIGNATURES
Pursuant to the requirements of the Securities
Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly
authorized.
Alpha Tau Medical Ltd.
Date: August 31, 2026
By:
/s/ Uzi Sofer
Uzi Sofer
Chief Executive Officer
3

----- ea030369301ex99-1.htm -----
EX-99.1
2
ea030369301ex99-1.htm
PRESS RELEASE DATED AUGUST 31, 2026
Exhibit 99.1
Alpha Tau Completes Patient Enrollment in its
Multicenter IMPACT Pancreatic Cancer Pilot Study of Alpha DaRT
®
Following Strong Demand and Multiple Expansions
- IMPACT, a multicenter pilot study of Alpha
DaRT
®
for newly diagnosed unresectable pancreatic cancer, expanded enrollment three times over the course of the study,
from an original enrollment of 12 patients to a total of 48 treated patients, driven by overwhelming demand from patients and clinicians
-
- Alpha DaRT is delivered as a one-time add-on
alongside standard first-line chemotherapy, an approach supported by the favorable safety profile observed in the earlier Israeli and
Canadian studies -
- With data release targeted for early 2027,
IMPACT is intended to inform the design of a planned pivotal study, and anchors a global pancreatic cancer program that also includes
the ACAPELLA trial in France and a study at the University of Verona -
Jerusalem, August 31, 2026
-- Alpha Tau
Medical Ltd. (Nasdaq: DRTS, DRTSW) (“Alpha Tau”), the developer of the innovative alpha-radiation cancer therapy Alpha DaRT
®
,
today announced
the completion of patient enrollment in its IMPACT study (Intratumoral Pancreatic Alpha Combination Trial) - a multicenter
pilot study evaluating intratumoral Alpha DaRT in combination with first-line chemotherapy for patients with newly diagnosed, unresectable
locally advanced or metastatic pancreatic adenocarcinoma
. A total of 48 patients have been enrolled.
Pancreatic cancer is the third leading cause of
cancer-related death in the United States, with approximately 66,000 new cases diagnosed each year, and with up to 87% of patients considered
inoperable at diagnosis. For these patients, treatment is built around systemic chemotherapy, and the benefit available from existing
therapies remains limited.
The IMPACT study comes after first-in-human Alpha
DaRT studies conducted at Hadassah Medical Center in Jerusalem, Israel, and at the Jewish General Hospital and the Centre Hospitalier
de l’Université de Montréal (CHUM) in Montreal, Canada, the results of which were presented earlier this year at the 2026
ASCO Gastrointestinal Cancers Symposium, Digestive Disease Week (DDW) 2026 and at the 2026 ASCO Annual Meeting. The favorable safety profile
observed in those studies gave support to delivering Alpha DaRT as a one-time addition to first-line mFOLFIRINOX or gemcitabine + nab-paclitaxel
(Abraxane
®
) chemotherapy, given at full systemic dose, at the start of a patient’s chemotherapy treatment.
IMPACT was originally approved to enroll 12 patients,
and was subsequently expanded three times, the third time at the request of participating clinical sites, to include patients across multiple
disease stages and patients receiving either of the two leading first-line chemotherapy regimens. The study now moves from recruitment
into follow-up and data maturation, with initial data targeted for early 2027, intended to inform the design of a planned pivotal study.
Uzi Sofer
, CEO of Alpha Tau, stated: “
The
rate at which enrollment was completed in the IMPACT study is simply astounding and is probably the fastest enrollment of a study in my
memory as CEO. This is a major milestone for Alpha Tau and for our pancreatic cancer program. Pancreatic cancer is one of the cruelest
diagnoses in oncology, and it has been a core strategic focus for this Company. Our investigators in Israel and Canada showed that Alpha
DaRT can be delivered safely and without the heavy safety profile of systemic therapies, and that is what gave us, and our physicians
the confidence to introduce it to patients at the beginning of their treatment - as a one-time addition to the chemotherapy they are already
receiving, rather than something chosen in lieu of chemotherapy. Notably, this approach is not limited to a given study and can potentially
be applied even as the systemic standard of care in this disease continues to evolve. We continue to see new systemic therapies emerge
in the treatment of this terrible disease, which is wonderful news for patients and their loved ones, and we hope to one day explore the
combination of Alpha DaRT with further best-in-class treatments. I want to thank every one of the participating centers for the focus
and the commitment they brought to this study and am excited now to shift our energies towards the pivotal study.”
Dr. Robert Den
, Chief Medical Officer of
Alpha Tau, added:
“IMPACT is the product of everything that came before it. The first-in-human trials in Jerusalem and Montreal
established that Alpha DaRT can be delivered into the pancreas with a favorable safety profile which is compatible with full-dose systemic
therapy given concurrently – overcoming the historical obstacle to using local therapy in this setting. IMPACT tests that question
directly, in newly diagnosed patients and across both leading first-line regimens, and it is one of three studies now advancing, alongside
the ACAPELLA trial in Europe, evaluating Alpha DaRT as consolidation following first-line mFOLFIRINOX, and our study at the University
of Verona’s Pancreas Institute, which extends the program to percutaneous delivery. These are not stand-alone efforts; each one builds
on the evidence generated by the last. I want to express my sincere gratitude to the investigators and to the patients taking part in
IMPACT, whose commitment has brought us to this milestone.”
About the IMPACT Study
IMPACT (Intratumoral Pancreatic Alpha Combination
Trial) is a prospective, multicenter, open-label pilot study evaluating the feasibility, safety and efficacy of intratumoral Alpha DaRT
in combination with first-line standard-of-care chemotherapy for the treatment of patients with newly diagnosed unresectable locally advanced
or metastatic pancreatic adenocarcinoma. The study is conducted under a U.S. Investigational Device Exemption (IDE) and enrolled 48 patients
across two cohorts, locally advanced disease and metastatic disease, at 10 clinical centers in the United States, Canada and Israel. Eligible
patients had newly diagnosed, histologically confirmed pancreatic adenocarcinoma that was inoperable and non-irradiated, and were either
chemotherapy-naïve or within the first four cycles of initial chemotherapy. Patients continue to receive standard-of-care chemotherapy
throughout the study, either mFOLFIRINOX or gemcitabine in combination with Abraxane® (nab-paclitaxel), and Alpha DaRT sources are
inserted into the primary tumor under real-time endoscopic ultrasound (EUS) guidance. Follow-up continues for up to six months after enrollment.
The primary objective is to evaluate the safety of Alpha DaRT in combination with chemotherapy, based on the cumulative incidence rate,
severity and outcome of treatment-emergent Adverse Events (TEAS), classified according to Common Terminology Criteria for Adverse Events
(CTCAE) version 6.0. Secondary objectives include the assessment of: (1) efficacy of the Alpha DaRT sources in combination with chemotherapy,
determined by overall and progression-free survival, (2) pain control, and (3) in the locally advanced cohort, rate of surgical resection.
Additional information about the study is available at https://clinicaltrials.gov/study/NCT06698458.
2
About Alpha Tau Medical Ltd.
Founded in 2016, Alpha Tau is an Israeli oncology
therapeutics company that focuses on research, development, and potential commercialization of the Alpha DaRT for the treatment of solid
tumors. The technology was initially developed by Prof. Itzhak Kelson and Prof. Yona Keisari from Tel Aviv University.
About Alpha DaRT®
Alpha DaRT (Diffusing Alpha-emitters Radiation
Therapy) is designed to enable highly potent and conformal alpha-irradiation of solid tumors by intratumoral delivery of radium-224 impregnated
sources. When the radium decays, its short-lived daughters are released from the sources and disperse while emitting high-energy alpha
particles with the goal of destroying the tumor. Since the alpha-emitting atoms diffuse only a short distance, Alpha DaRT aims to mainly
affect the tumor, and to spare the healthy tissue around it.
Forward-Looking Statements
This press release includes “forward-looking
statements” within the meaning of the Private Securities Litigation Reform Act of 1995. When used herein, words including “anticipate,”
“will,” “plan,” “may,” “continue,” and similar expressions are intended to identify forward-looking
statements. The Alpha DaRT treatment has not been approved for commercialization or for use outside of an approved clinical trial. In
addition, any statements or information that refer to the Alpha DaRT treatment in pancreatic cancer patients, including the IMPACT study
and the timing and content of data from it, the design and timing of any future pivotal study, the ACAPELLA study, the study at the University
of Verona, the potential benefits and associated risks, safety, feasibility and efficacy, future applications and uses, and other expectations,
beliefs and plans, including with respect to clinical trials, regulatory approvals and studies, are forward-looking. All forward-looking
statements are based upon Alpha Tau’s current expectations and various assumptions. Alpha Tau believes there is a reasonable basis for
its expectations and beliefs, but they are inherently uncertain. Alpha Tau may not realize its expectations, and its beliefs may not prove
correct. Actual results could differ materially from those described or implied by such forward-looking statements as a result of various
important factors, including, without limitation: (i) Alpha Tau’s ability to receive regulatory approval for its Alpha DaRT technology
or any future products or product candidates; (ii) Alpha Tau’s limited operating history; (iii) Alpha Tau’s incurrence of significant
losses to date; (iv) Alpha Tau’s need for additional funding and ability to raise capital when needed; (v) Alpha Tau’s limited experience
in medical device discovery and development; (vi) Alpha Tau’s dependence on the success and commercialization of the Alpha DaRT technology;
(vii) the failure of preliminary data from Alpha Tau’s clinical studies to predict final study results; (viii) failure of Alpha Tau’s
early clinical studies or preclinical studies to predict future clinical studies; (ix) Alpha Tau’s ability to enroll patients in its clinical
trials; (x) undesirable side effects caused by Alpha Tau’s Alpha DaRT technology or any future products or product candidates; (xi) Alpha
Tau’s exposure to patent infringement lawsuits; (xii) Alpha Tau’s ability to comply with the extensive regulations applicable to it; (xiii)
the ability to meet Nasdaq’s listing standards; (xiv) costs related to being a public company; (xv) changes in applicable laws or regulations;
and the other important factors discussed under the caption “Risk Factors” in Alpha Tau’s annual report filed on form 20-F with
the SEC on March 9, 2026, and other filings that Alpha Tau may make with the United States Securities and Exchange Commission. These and
other important factors could cause actual results to differ materially from those indicated by the forward-looking statements made in
this press release. Any such forward-looking statements represent management’s estimates as of the date of this press release. While Alpha
Tau may elect to update such forward-looking statements at some point in the future, except as required by law, it disclaims any obligation
to do so, even if subsequent events cause its views to change. These forward-looking statements should not be relied upon as representing
Alpha Tau’s views as of any date subsequent to the date of this press release.
Investor Relations Contact:
IR@alphatau.com
3

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