Apr. 15 at 12:44 PM
$SLS If you haven’t watched the 2-minute masterclass from the ICIJ yet, drop everything. https://www.youtube.com/watch?v=VUjYKiWjFL0
It exposes the "Kingpin" Keytruda—a drug generating
$31.7 Billion annually—and the shady AF "Patent Games" of 1,212 applications
$MRK is using to trap patients in high prices.
It’s deep, it’s dirty, and it’s a massive opportunity for
$SLS.
The 2028 "Patent Cliff" is Merck’s nightmare. But for
$SLS, it’s a bridge. Whoever buys SELLAS (
$LLY,
$PFE,
$GILD) can use generic Keytruda + proprietary
$SLS assets to create a new, protected monopoly in 2028.
Current AML treatments bill
$500K+ but KILLS 1 in 5 patients!
$SLS GPS is an outpatient vaccine with superior survival and NO toxicities. Insurance payers will pivot INSTANTLY.
Valuation Check: A
$31B buyout (1 year of Keytruda revenue) =
$172.67/share.
With
$LLY $1T market cap, they can swallow
$SLS in a stock swap and look like geniuses for saving a
$300B decade. WATCH it's only 2 min: https://www.icij.org/investigations/cancer-calculus/video-keytruda-merck-patients-patents/
