Aug. 20 at 7:31 PM
$JNJ $SLS Part 2.
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 where Big Pharma fails:
• SLS009: 8.9 mo MOS (vs 2.5 mo historical)
• GPS Curative vs. BAT 11 mOS.
Meanwhile, the buyout puzzle pieces click:
Leadership Lineup: Tom Cavanagh (leading us
$JNJ acquisitions) overlapped directly with Katherine Bach Kalin at Celgene.
Inside Bet: Katherine sits on the ras ŞSLS 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 multibillion dollar buyout.
✌️🙏❤️🩹