Jun. 14 at 3:28 PM
$LLY Oncology Head confirmed they have a pile of cash & ZERO arbitrary limits on deal size for de-risked assets with solid human data. If the science delivers, they want in. Cash is NO problem! BOOM!
Which brings us back to this: Stop calling for a "2-week lag" after the 80th event.
$SLS 8-K calendar blueprint proves otherwise:
• Dec '25: Cut-off Fri 12/26 > 8-K Mon 12/29 (1 biz day!)
• May '26: Cut-off Mon 5/11 > 8-K Tue 5/12 (24-hr turnaround!)
The old lag is DEAD! Continuous CRO scrubbing & AI-driven capture mean validation takes HOURS. Zero May deaths is mathematically impossible for late-stage AML.
Following the 23-day cadence, the 79th hit mid-May, putting the 80th right now—on pace for a late June/early July announcement.
With a tiny ~196M share count, a
$10.5B GSK-style buyout puts the stock at
$53.40. Factor in the full WT1 platform/SLS-009 at
$20B shares hit
$101.71+ before pricing in the massive short squeeze and scrambling funds.
$PFE $MRK $ABBV https://www.youtube.com/watch?v=t93lYkzLQMU&t=481s
