Aug. 5 at 11:38 AM
When Big Pharma spends billions on drugs that fail to give patients long-term life,
$SLS looks insanely valuable. 🔥
$JNJ is hunting for a
$20B revenue gap to hit
$50B in oncology by 2030, pouring cash into AML drugs with POOR durability (4.4 mo post-relapse survival).
Meanwhile,
$SLS dominates where Big Pharma fails:
• SLS009: 8.9 mo MOS (vs 2.5 mo historical)
• GPS: 13.5+ mo MOS (vs 6 mo standard)
Meanwhile, the buyout puzzle pieces click:
Leadership Lineup: Tom Cavanagh (leading
$JNJ acquisitions) overlapped directly with Katherine Bach Kalin at Celgene.
Inside Bet: Katherine sits on the
$SLS Board and bought 63,400 shares out of pocket (104,400 total).
$$$ Muscle: With massive cash flow and pristine balance sheets,
$JNJ can easily finance a multi-billion dollar buyout.
Big Pharma's desperation for real survival data makes
$SLS an ultimate prize. 🚀
Buyout Boys Ranking: #1
$JNJ #2
$LLY #3
$MRK (runner up
$PFE )
Gilead FAILED
$5B Drug: Our floor is
$25 per share
