Jul. 31 at 12:47 PM
$SLS 81 days since the 78th event was announced (May 11). The old ~22-day baseline is DEAD. We are deeply in uncharted territory now, and the silence means the survival tail is real. The 80th could drop any day, triggering the final countdown to data.
The silence from Sellas is deafening because the biology talks: dual MHC Class I & II activation creates a self-sustaining defense system patrolling for YEARS. Off-the-shelf, no toxic chemo, no donor search. Responders aren't just surviving—they’re functionally CURED.
Big Pharma (
$MRK,
$JNJ,
$LLY,
$PFE) is watching closely. When the curative BOMB drops:
$10B Buyout**
$46/share
$20B Buyout**
$92/share
$30B Buyout**
$138/share
$40B Buyout**
$184/share
****Gilead's
$5B failed AML drug puts
$SLS at
$23 / share
****Pfizer/Seagen's
$40B FAILED cancer drug puts
$SLS at
$184/ share
The gap between short ignorance and biological reality is the opportunity of a lifetime. NDA's are likely signed BUT I’d be putting my bid in NOW. 🚀 Happy Friday!
