Sep. 2 at 1:02 PM
$SLS I feel the frustration on the wait, but you are completely missing the strategic brilliance of this timing.
The fact that we are stuck waiting means the 48 long-term survivors are on an extended plateau. Every week that passes without a death increases the median Overall Survival tail of the GPS arm, driving the final Hazard Ratio down to historic levels.
Dropping the 3 AACR pancreatic posters for the Sept 25–28 conference isn't fluff—it's a deliberate M&A billboard for
$MRK,and
$JNJ. By officially proving that SLS009 breaks the resistance walls of
$RVMD’s
$44B RAS canopy, Stergiou is showing Big Pharma that they aren't just bidding on a niche leukemia drug —they are bidding on a universal, multi-asset oncology empire right before the REGAL data locks.
The wait is maximizing the final buyout valuation. 😎
