Mar. 7 at 3:03 PM
$SLS $SLS: GPS – MRD Game-Changer in AML + Buyout Setup
1. MRD Clearance – The Edge
AML relapse = MRD. Chemo/RIC leaves roots; GPS trains polyclonal T-cells to hunt WT1+ MRD (incl. LSCs). Phase 2: stable/decreasing WT1 mRNA in 86% long-term survivors → potential functional cure in CR2.
2. Koehne & Pfizer Link
Dr. Guenther Koehne (Pfizer MagnetisMM-3 investigator) speaks today in Miami on post-transplant AML maintenance – GPS’s exact space (REGAL Phase 3). His view could signal SOC shift for MRD+ patients.
3. M&A Fuel
Pfizer’s
$31B debt for Seagen shows oncology appetite. SLS009: ~8.9m mOS in r/r AML (vs historical 2.5–3m). GPS + SLS009 + delayed REGAL events = undervalued late-stage gem. Science solid; valuation gap closing fast.
$SLS $PFE $BMY #AML #Biotech #Immunotherapy #Oncology