Jun. 24 at 3:19 PM
$SLS The 80th event is likely already locked in, and with Pfizer’s
$43B Seagen ADC just failing its Phase 3 trial, Big Pharma is officially desperate for fresh oncology wins.
The kicker? GPS isn't just a one-trick pony for AML—it’s a massive platform targeting WT1 across 20+ other cancers like Mesothelioma and Ovarian cancer.
A positive Phase 3 readout here easily commands
$5B to
$15B in this market.With 196.6M shares outstanding, the buyout math goes crazy:
•
$5B buyout =
$25.43/share
•
$10B buyout =
$50.86/share*
•
$15B buyout =
$76.29/share
*GSK just dropped
$10.6B cash to buy Nuvalent for its oncology pipeline. The gap between the current market cap and these milestone targets is sickkkkkkkkk! I'm not even talking about the shorts LOL woo hooo
$LLY
$PFE $JNJ $MRK
