Jul. 2 at 12:02 PM
$SLS Heading into a 4-day long weekend with a Phase 3 BOMB on deck 💥
Look at Big Pharma: Pfizer paid
$43B for Seagen, Gilead paid
$5B for a failed AML asset + Merck faces a massive
$30B patent cliff on Keytruda! They're writing
$5B-
$43B checks for risky assets
$LLY and
$JNJ sitting on massive cash piles, explicitly stating that money is no object for a de-risked asset. The last major clean oncology deal cleared
$10B for ONE drug.
SLS stock would be .......
$5 b Market Cap:
$25.43 per share
$10 b Market Cap:
$50.86 per share
$30 b Market Cap:
$152.57 per share
$43 b Market Cap:
$218.68 per share
$SLS isn’t just a drug; it’s a platform targeting WT1 to go after 20+ cancer killers (AML, Mesothelioma, Ovarian).
Meanwhile, shorts are playing chicken with a 6-year trial where patients are surviving at unprecedented rates. The CEO just gave themselves golden parachutes..
No way in hell am I sitting on the sidelines for 4 days when news could drop Monday morning. 🚀
$LLY $JNJ $PFE $MRK