Reddit Posts
You should be using margin when young, proof inside (serious advice/DD)
Breaking tokenization stocks into roles made everything clearer
I started with DVLT and ended up building a full 10-name tokenization watchlist
I started with DVLT and somehow ended up tracking 10 names instead of 1
I found this theme through one small cap, but the bigger names were the real surprise
SLS: 🔥 The "SECRET" Meetings + Digital Smoke! 🚀
$SLS Part 2 and FINAL (Deepest Due Diligence for REGAL Trial) (From a Deep Value Investor) (Predicting BAT mOS from Predictive Model)
DD: SLS to $100+: The "New Math" Moonshot
SLS Part II – Follow-up: from “discounted entry” to early re-rating (and we are still early)
SLS Part II – Follow-up: from “discounted entry” to early re-rating (and we are still early)
The Most Elaborate Perpetual Pump'n'Dump In Need of Shorting
What's going on with SELLAS Life Sciences ($SLS)?
Sellas Lifesciences - Cancer Moonshot in the process of squeezing! Hand written DD!
SELLAS Life Sciences (SLS): A Late-Stage Biotech Entering the Final Phase and the Market Is Starting to Notice
SELLAS Life Sciences (SLS): A Late-Stage Biotech Entering the Final Phase and the Market Is Starting to Notice
ReconAfrica Issues Year-End Press Release with Additional Details on Kavango West 1X Well
SLS – $1.43 may be the last discounted entry before a pivotal Phase 3 readout worth >$50,- EOY
SLS – $1.41 may be the last discounted entry before a pivotal Phase 3 readout worth >$50,- EOY
Check out $SLS. Late stage biotech firm due to release Phase 3 results in next couple of months.
LADIES AND GENTLEMEN OF REDDIT. I PRESENT $SLS
Oh look, more positive news JJ/JPOTF
Oregen Completes Investment In Block 2712A Offshore License In Orange Basin, Namiba And Closing Of Initial Tranche Of Brokered Equity Financing For $3.6 Million
Another bullshit Canadian play for you to chew on, but I think this could be a BIG opportunity under the right circumstance. Anfield Energy likely uplists to the NASDAQ very soon.
Deep DD on $SLS – First WT1 AML Vaccine at End Stages of Phase 3!
Deep DD on $SLS – First WT1 AML Vaccine At End of Phase 3!”
300% Upside? Deep DD on $SLS – First WT1 AML Vaccine Almost Done Phase 3!
JackPot Digital secures LOC - Massive product volume
$SLS: BUYOUT INCOMING - $1.40 ➡️ $10+ in JUNE
Sintana Energy Update - Operator Galp Makes Second Major Discovery in Namibia's Orange Basin - Additional Drilling and Testing to Follow in Coming Weeks
Sintana Update by President Robert Bose - Two Well Drilling Campaign & Testing to be Completed by February 2023
Sintana Energy Update - Partner Galp Energia Spuds Mopane-1X Well in Namibia's Prolific Offshore Orange Basin
Sintana Energy Update - Hercules Rig Approaching Namibia's Prolific Orange Basin - Drilling to Commence this Week
Sintana Energy - A Small-Cap Stock Prepares to Spud Four Wells in Namibia's Hot Orange Basin
The Impending Cybertruck Disappointment: High Cost, Low Range
Mentions
Sorry to hear. You are a tough cookie going through that 2x. My mom had it once and that was crazy enough. The SLS drug works on WT1 which is in and solid tumors and leukemias. It seems legit, but the CEO lists having a medical degree from a place that doesn't exist and the office is headquartered in the heart of times square, which is where hype companies live, not biotechs. Maybe the drug works and I'm missing out, but those flags are enough to me to back away.
Thanks! Would love to hear the bear case. You might be able to save a lot of people a lot of money. "It’s an utterly garbage drug, the MOA has already failed in the past" What makes you think it is a garbage drug? A genuine question. What has you convinced that the method of action will have the same efficacy as previous attempts to attach to WT1? Also a genuine question. (?) You keep telling people in this thread that the biology is bad and you've got the creds to know it, but then just keep on wanting to talk about how they are out of money when 78 out of 80 deaths have occurred. The trials been running for five years already. It's not like it has to run another 5. It might be over in 5 days. Not being a jerk here, but would genuinely be interested in what you think is wrong about their drug? If the drug was garbage and not beating median survival, why wouldn't the study be cancelled already for futility?
"Do you understand the trial design?" Yes. 128 entries at 1:1 split. Trial goes until 80 are dead. Median survival for best available treatment is 6-8 months at beginning of trial (some salvage therapies available since that time may be extending timelines). Phase 3 modification OKd by IDMC to allow for continued dosing to support ongoing immune vigilance. Trial has been going on for three years now. Phase 2 showed 20 months survival with associated immune biomarkers consistent with intent of the vaccine. The trial was supposed to end in Dec 2024 but not enough deaths had occurred. Death accrual has slowed dramatically consistent with either: the drug working (see phase 2 results above) or the control group and treatment group having survival times 2X-3X observed from a multitude of previous studies. "The mechanism of action?" Yes. Vaccine to get the immune system to attack WT1 protein which is highly overexpressed in this cancer (and others). Vaccine has multivalent structure (four peptides) for both CD4 and CD8 engagement. Said immune engagement was observed in both phase 1 and phase 2. Phase 3 immune analysis also shows immune activation against WT1. "How much cash they have and will need to complete their trials and launch commercially?' They have 13 employees. They will be bought out. They have a shit ton of money and just opened an ATM. "Who they’re competing with?" Just the existing drugs with a median survival time of 6-10 months. Other competitors are just entering phase 1. "Do you know how often clinical trials fail? " Phase 3 cancer trials fail \~ 60% of the time. " If you can’t easily answer every last one of these questions, you may be out of your depth. I tried to warn you and others and am getting downvoted and shouted down by a bunch of people that have NO clue what they’re talking about. " OK.
They target a protein (WT1) which is present in over 25 forms of cancer. CR1 is the natural label expansion but if successful, the vaccine is way way way more than just AML CR2. Not to mention they also have SLS009 in Stage2 for frontline AML. They already have fast tracks/ accelerated FDA approvals for a number of things as well. The TAM is potentially fairly massive, that’s why the BO ranges differ so wildly.
It's a vaccine therapy targeting specifically cells with mutations in the WT1 gene, there are over a dozen cancers where that can be expressed. The market is many times larger than that
NVDA last Q EPS $1.76 - per ChatGPT current Q expected consensus $1.76 - WT?
[](https://alb.reddit.com/cr?za=lxNT1PYqpOWYZXt1qgoYkMoxkd6v4eE_4c6H-gRdWgUqSKHZRzqCQw2245E-NW-cZsq4tT-7cNbFEaLS1s-ACtqWrbAfE1s7YLZR72BUxSmMxgT_3ovCH7qAmv7goEfEerBq6e1czNUOOPl6Xow7rGJU9KkaGzZ3AUkMs6ebJChxzK0gmh80mSIaJbyAlUdUpp1_gL9zdOXTtZBKqN_WT6xDVY1oEUZmgLpJJ6Gs-zR2XAM2Id5JsynV6l4lhzGTCHQa5mCU4c5ZCj4pdJRtWurwphxzbxkBdE7usGkaUHMv36QZIbxI5BlxOR3p-Lmfeiqe-2Gjybju6TWPQx-Q6wNGpILR5HhogW_LEu1Ejw69fkz7PNPtBTipghgB8Qlvs2U427sF59BFYFCRqCISMabySnL3f60AxBHJNs--KOCP0lkxbzc7rJfBaUYqpNvrffK0ooPZYy5FrDdbKxbiO4VKtPPU2g8thXs0UTZE4CvJ6GbNdfOL9_TFb6geKjmYdVKAqTKRN5TSllw8zHt7r6MZ1X4KTuKhJi4nb7qOsr6pMb_1fHsPppnRYNHA2xKWcBEsp4VuTijadsEy6E2RRE7cYG5sYDa5S-gkFbhKjAi_cJEld9zpMwoNpVvuh1IMKmX9NmMDX10REk8HBmDTYVpwpc0sXHpsn6-imcPpgUXW6QKx6N14XZ_Y6rcDzzX3jPImeC3_5lSLBS3L1IBgpyFWSipDonbAEMWRJOXDZpTeUgjpjBV1E_CbufkmfVYZ6FPOxUh8ZTDcugC_8U3qP08&zp=H7KYOdFyugEwQEqf3JbPs7R84BIwaquI-hNrMhCuCuWdFpCLIhNFXntzkO5hrvwIVtdwMIoZ_tNxRg_m98ILKHTA9-bfER_myhkB7TZIOHIUzsdeHw-sE1EhQJQsbxxWYrEyahrL-rIFsigxax2hlnwfN3FkuhtZLckKuEHTbK-UrPszG7UY0pjQno_Oofc126aFqR9Nl9-x7FkiAbBdge-8jJBPH8WeeR4q-mJIGpDrERDCW2JLW_Fy0uPYDxf4KfibryGahBaHbbCRc0XthBpQpa8WkmCA6o-Q0owAnqMojJ3gz7DN7A-M3eVjf8vM1znUYi7tGW-khzuWX3wXlmdG2yae6399cU1p0rL_NX6Z06xEkIu3VatgCQmy1ZkJHRlNlzHiIRY1SwD7cTxeTq4cSQGaL6C2V6U)LPT: You could get a lower rate on car insurance by switching to Liberty Mutual.
Above what 
Yes no gold and silver for me. Oil, Agricultural futures ETC from WT. Started picking up Natural gas as well as we start to go in the refilling season. Those 3 things mainly. But those three make about 40% of the port. I am hedging for a correction mainly. I will take those gains in the futures and then buy the dip. Also really like the price of many EU defense companies right now. They have just started to print. I think we could see soild earnings from them over the next years.
[QuasarEdge Acquisition Corporation Signs Letter of Intent to Acquire Robseek Intelligence Inc.](https://www.globenewswire.com/news-release/2026/05/07/3289859/0/en/quasaredge-acquisition-corporation-signs-letter-of-intent-to-acquire-robseek-intelligence-inc.html) \- QRED QRED.WT Non-binding LOI from new SPAC, units scheduled to split today.
*Ouch*, someone is going to be very upset ... [Planet Announces Completion of Redemption of Public Warrants](https://www.businesswire.com/news/home/20260501280317/en/Planet-Announces-Completion-of-Redemption-of-Public-Warrants) \- PL "A total of 71,310 Public Warrants remained unexercised as of the Redemption Date and the Company redeemed those Public Warrants for an aggregate redemption price of $713." PL.WT warrants were trading for about $23.60 or so each, so that's almost $1.7 million worth that evaporated from someone's account on April 27.
 Don’t say that Im gettin BYND flashbacks
WT actual F is going on with AMD? Is it on performance enhancing drugs?
who knows car has gone up over 500% in 6 months WT.....F
> It has its origins back when you couldn’t post the word Bitcoin on Wallstreetbets. the real origin is Professor Bitcorn: https://www.youtube.com/watch?v=WT0s_NEZrxs
I'm gonna be real sad if selling half my port yesterday at close wasn't the right move. I mean I'm still ahead right now but WT actual F.
IrAn hAS AlrEaDy Won. https://www.telegraph.co.uk/world-news/2026/03/30/iran-recruit-children-defend-the-homeland/?WT.mc_id=tmgoff_reddit_recruit-children-defend-the-homeland/&accesscontrol=facebookchannel_open (This is vile and disgusting and all this needs to end now).
I'm not the author but I want to address some of the critical points. There was a continous dosing amendment in H1 2025, you can see it in the trials update history on clinical trials.gov. A lot of cancer vaccines failed, but this was often due to going for the wrong target instead of WT1, so the cancer cells were able to avoid getting killed by just switching off certain genes and hiding that way and because they were used in the false stage of treatment (not in a remission setting, but when there's already a high volume of tumors). Sellas is not a direct successor of Galena, it was just a reverse merger and Galena was the shell company for getting listed easier on NASDAQ, it's not the same management. And there was dilution in the past, but right now the company is in a very comfortable position financially especially because of warrants executions. They have a cash runway for 4 years now. Follow-up definitely isn't short, the last patient was recruited in April 2024 and has a follow-up time of 2 years already, so the use of a mixed-cure fraction model makes sense.
Thank god I full ported into WT Gasoline in february
WT crude price action is something.
Thank you, glad the due diligence is helpful and insightful. And Yes, everything mentioned in the October 29th R&D call and what you mentioned about MM and other indications is incredibly important. With the fraction we are seeing from unlimited dosing, and the WT1 targeting, it's incredibly exciting the impact this will have in other indications such as MM. The cure fraction data (and the long term relapse free survival and post relapse survival, if there are any relapses) is paramount for this, as it shows the value of the platform to strategic acquirers. As for the machine learning models, each one and the ensemble, the mixture cure-fraction model with exactly 3 parameters (cure fraction, uncured median OS, and the mixing proportion) constrained by 2 hard data points: 60 confirmed deaths at month 46, and 72 confirmed deaths at month 58, out of 126 randomized patients. Three parameters minus two constraints equals 1 free parameter. There is literally no room to overfit. The constraint residual is below 10\^-10 -- machine precision. At the biological identity point -- where the uncured mOS equals the BAT mOS exactly, which is the only solution with 0 degrees of freedom -- the model produces BAT mOS = 11.4 months. The full Bayesian posterior, incorporating 7 published literature sources as priors, gives a MAP of 11.1 months, mean of 11.6 months, median of 11.5 months. All three estimators agree to within 0.5 months. For the REGAL trial to fail, one of three things would need to be true: 1. BAT mOS exceeds 23 months. No CR2 AML population has ever come close. Historical: 6-8 months. Venetoclax+Aza-era optimistic: 10-12 months. 2. The 60/72 event counts reported by the IDMC are fabricated. That is SEC fraud. 3. Survival curves can decelerate from 12 deaths in 12 months (from 66 at risk) without a cure fraction. That is mathematically impossible under any standard parametric survival distribution. Death is the endpoint. Not progression. Not response rate. Not a subjective RECIST read. Death certificates are definitive -- there is zero measurement ambiguity. 72 deaths out of 126 patients means 57.1% event maturity, past the pooled median. When you have this much event data this close to the end of a survival trial, the cure-fraction model is constrained so tightly that the answer is effectively determined. The math does not leave room for a different conclusion. This is a stars-have-to-align situation for machine learning, and is why I believe that not having a sizeable position in SLS will be a life regret. There are 99.99% statistical chances of success and topline HR being .31 to .5, with possibility of less than .3. There is no other trial I am aware of where ML can be applied with this degree of structural precision. The combination of: (a) death as an unambiguous binary endpoint, (b) hard event counts from IDMC press releases at two time points, (c) the deceleration signature in the event rate that uniquely identifies a cure fraction, (d) a disease setting (AML CR2, non-transplant eligible) with extensive published survival data to calibrate priors, and (e) a trial that is 80%+ complete by events -- that combination does not exist anywhere else in oncology right now. Not for SLS-009, not for any other trial I have looked at. At unblinding, we will be able to see the relapse-free survival data and post-relapse survival data, if there are any relapses, and see which of the realities on the right graph attached is closest. https://preview.redd.it/k53wln093oqg1.png?width=3179&format=png&auto=webp&s=8ab5a6a525ab1fe8e35422c97ae74a8aa56a95c8
the rate of increase slowed today for maybe the first time since the war began. we might be near the top unless WT crude legs up.
deSPAC movers 👀 [AleAnna, Inc. Announces Significant Increase in Proved Reserves Volumes](https://www.globenewswire.com/news-release/2026/03/12/3254714/0/en/AleAnna-Inc-Announces-Significant-Increase-in-Proved-Reserves-Volumes.html) \- ANNA ANNAW That PR is from March 12, 8 days ago. No news since, but today ANNA is $6.72, up 77%, with 72 million shares traded. ANNAW up 95% to 72 cents each. [Planet Reports Financial Results for Fourth Quarter and Full Fiscal Year 2026](https://www.businesswire.com/news/home/20260319782110/en/Planet-Reports-Financial-Results-for-Fourth-Quarter-and-Full-Fiscal-Year-2026) \- PL PL.WS PL stock was $3.04 on April 8, 2025. Today PL is $33.86, up 25% after another blowout earnings. PL.WT warrants were 55 cents each on April 15, 2025. They are $22.35 today.
Thank you, glad the due diligence is helpful and insightful. And Yes, I am still accumulating and adding every week, with fully diluted share counts of 217MM to 225MM, the upside from $6 a share is 6X to 29X. For context, GPS annual sales will be at least $4B to $5.5B+ globally and GPS + SLS-009 will be $6.5B to $8.5B. GPS extends survival to 30-40+ months (as the REGAL data implies), and then there's the cure fraction we are seeing, that the machine learning model predicted is 64%. LTV estimate just based on the long-term survival (and not "cured") is: $260K (Y1) + $100K (Y2) + $100K (Y3) + $50K (Y4/Tail) = $510K Total LTV. $510K ÷ 3.5 years = $145K annual revenue per patient. The most interesting thing is new transplant ineligible patients in the U.S. (not including globally): There's only about 3,000 new CR2 and 6,000 new CR1 patients each year. (it is more globally) If everyone mostly died in 8 months (like they do now), revenue would be small ($260K × 9,000 = $2.3B max). Because GPS keeps patients alive for 3-4 years, by Year 4, you aren't just treating the new patients. You are treating: 2026 survivors (Year 3 of dosing) 2027 survivors (Year 2 of dosing) 2028 new starts (Year 1 of dosing) This is what creates the 27,000 patient pool and the $4.0B+ annual revenue (and globally will be more, likely $5.5B+ total globally) 4 x 3 to 5 Peak Sales (standard for general acquisitions in Bio) is 20B for example, and this is a breakthrough in oncology (where these types of assets are acquired for 6 to 8 times peak sales). The floor really is 10B, but I just said 6B because I'm a deep value investor and always assume worst case scenarios. Buyout range is 6B to 40B. Fully diluted share counts is 217MM to 225MM, so 10B would be about $46.40 a share. The range is that broad for buyout because we ultimately don't know what the bidding war between strategics like ABBV, BMS, etc. will lead to, as we're just talking about GPS here for AML CR2 and CR1. We haven't even discussed SLS-009 (which will be bigger than GPS) for the Frontline, which is in Phase 2B, we haven't talked about the other indications from the WT1 targeting that is present in 20+ cancers, etc.
Yes, I am still accumulating and adding every week. with fully diluted share counts of 217MM to 225MM, the upside from $6 a share is 6X to 29X. For context, GPS annual sales will be at least $4B to $5.5B+ globally and GPS + SLS-009 will be $6.5B to $8.5B. GPS extends survival to 30-40+ months (as the REGAL data implies), and then there's the cure fraction we are seeing, that the machine learning model predicted is 64%. LTV estimate just based on the long-term survival (and not "cured") is: $260K (Y1) + $100K (Y2) + $100K (Y3) + $50K (Y4/Tail) = $510K Total LTV. $510K ÷ 3.5 years = $145K annual revenue per patient. The most interesting thing is new transplant ineligible patients in the U.S. (not including globally): There's only about 3,000 new CR2 and 6,000 new CR1 patients each year. (it is more globally) If everyone mostly died in 8 months (like they do now), revenue would be small ($260K × 9,000 = $2.3B max). Because GPS keeps patients alive for 3-4 years, by Year 4, you aren't just treating the new patients. You are treating: 2026 survivors (Year 3 of dosing) 2027 survivors (Year 2 of dosing) 2028 new starts (Year 1 of dosing) This is what creates the 27,000 patient pool and the $4.0B+ annual revenue (and globally will be more, likely $5.5B+ total globally) 4 x 3 to 5 Peak Sales (standard for general acquisitions in Bio) is 20B for example, and this is a breakthrough in oncology (where these types of assets are acquired for 6 to 8 times peak sales). The floor really is 10B, but I just said 6B because I'm a deep value investor and always assume worst case scenarios. Buyout range is 6B to 40B. Fully diluted share counts is 217MM to 225MM, so 10B would be about $46.40 a share. The range is that broad for buyout because we ultimately don't know what the bidding war between strategics like ABBV, BMS, etc. will lead to, as we're just talking about GPS here for AML CR2 and CR1. We haven't even discussed SLS-009 (which will be bigger than GPS) for the Frontline, which is in Phase 2B, we haven't talked about the other indications from the WT1 targeting that is present in 20+ cancers, etc.
No My cousin work on WT and he told me buy more Calls
Really, since when? I’m relatively heavy in $COST & think they will have great earnings tomorrow. Also when it comes to market rotation it’s best to look at the sector ETFs. I use the [State Street Sector Tracker](https://www.ssga.com/us/en/individual/resources/sector-tracker?WT.mc_id=ps_etf-sec_sectors-funds_us_google_slink_psnb_mf1_lp-sl1_nov25&gclsrc=aw.ds&&_bt=781354252522&_bk=sector%20etf&_bm=p&_bn=g&_bg=70797238455&gad_source=1&gad_campaignid=1939483851&gbraid=0AAAAACz5AuMeFzVDec3wkPP8IE_jIZfOM&gclid=EAIaIQobChMInNHZwPyHkwMVH07_AR2biBf7EAAYASABEgIs0_D_BwE#currentTab=monthThree) and 3 months into the year energy is up 23%, materials 16%, industrials 14% and consumer staples 11%.
CING and another WT1-inhibiting AML CR2 drug company that I will not mention the ticker of, but you can Google it.
I think the 6 years may be a typo. The biological cap in AML CR2 (not eligible for transplant) before GPS, from BAT (best available treatment) for that patient population is 6 to 10 months median (assume 6 to 12 months median). The survival rate past 24 months in this patient population is 0% to 5% with BAT. What GPS has achieved with the cure fraction is like you're describing a "cure", and extremely long-survival tail. WT1 is present in 20+ cancers. They a life-changing for patients cancer maintenance/life-extending by significant amounts platform in their hands. A complete win for patients, and shareholders with sizeable positions will make a fortune upon REGAL final analysis readout and buyout.
Friendly reminder: this is your last chance to buy some FTW/FTW-WT. General meeting scheduled on 27th February.
# The 20+ Cancer "Platform" Multiplier Everyone keeps talking about AML (Acute Myeloid Leukemia). But SELLAS’s lead asset, **GPS**, is a **WT1-targeting vaccine**. GPS isn't a drug; it's a **platform** * **The "Bible" of Targets:** The National Cancer Institute (NCI) ranked **WT1** as the **#1 priority** among cancer antigens for immunotherapy. * **The 20-Cancer Reach:** Because WT1 is overexpressed in over **20 different types of cancer** (including Lung, Ovarian, Mesothelioma, and Glioblastoma), a win in AML is a "Proof of Concept" for the entire platform. You're buying a **multi-cancer maintenance platform** **The Lung Cancer Catalyst:** SELLAS is already planning **Phase 2 combinations** for lung cancer because GPS creates "memory" in the immune system to stop the cancer from returning. In big pharma math, a platform that works across 20 indications isn't worth $20B; it’s worth a **generational legacy**. # The $100+ Marker: Bidding War Math In a standard buyout, you get a 100% premium ($8.00). But in a **Bidding War**, the price is driven by the **Strategic Multiple.** * **The $10B Ceiling ($60/share):** This is where Pfizer usually ends a "friendly" bidding war, like their **Metsera** deal in December 2025. * **The $17B Milestone ($100/share):** To reach $100, the market cap must hit **$17 Billion**. * **Is this crazy?** Not in oncology. Pfizer paid **$43 Billion** for Seagen and **$14 Billion** for Medivation after a bidding war. * **The "Platform" Multiplier:** If GPS becomes the new standard for **20+ cancers** (not just AML), a **$17B–$25B** bid becomes a value play for all to save their triple digit market caps. # Why $25 Billion is "Cheap" for Merck or Pfizer or Abbvie Let’s look at the "Buyout Boys" and why they might happily pay **double** that $25B marker. * **The Keytruda Comparison:** Merck’s **Keytruda** generates **$30B to $35B PER YEAR**. However, it hits a patent cliff in 2028. * **The "Sequel" Strategy:** If Merck buys SELLAS, they don't just get a new drug; they get a way to **protect their $30B/year franchise**. By combining Keytruda with GPS, they can create a new, patented "Super-Drug" that extends their monopoly for another 10–15 years. * **The Valuation Math:** If an acquisition saves a **$300B revenue stream** over a decade, paying $40B or $50B for the key (SELLAS) is a bargain. This is why **Pfizer paid $43B for Seagen**—they weren't buying today's sales; they were buying the future of oncology. # The "Bidding War" $100 Reality * **Merck** has $30B in cash it needs GPS to save Keytruda. * **AbbVie** needs GPS to dominate blood cancer. * **Pfizer** has the $31B cash war chest and the bridge already built. A **$17B Market Cap** equals the **$100 stock price**. To Merck (saving a $30B/year franchise) or AbbVie (fixing a $400B market cap), paying $20B–$40B for the key to 20+ cancers is a bargain. You don't see institutional whales like **State Street** and **Millennium** adding 60%–300% to their positions in a single week for a "date." They are positioning themselves for the **Buyout Wedding. Get your calls in order this is a millionaire maker right here!!!! GLTA**
[Allurion Receives U.S. FDA Approval](https://www.businesswire.com/news/home/20260223930098/en/Allurion-Receives-U.S.-FDA-Approval) \- ALUR ALUR.WT ALUR up about 50% premarket around $1.65 after FDA approval. ALUR completed 1-for-25 reverse stock split on January 3, 2025, so warrants are 25 ALUR.WT + $287.50 to exercise for one ALUR.
You need to look big picture. It would take a best case scenario but these things are possible: GPS trial passes with transformational power (HR under 0.5) Prior to getting top line results for GPS- The new SLS009 cohort for their phase 2 should have the earliest data out in May or June. This is front line AML treatment and in very difficult to treat patients (p53 and asxl1 mutations). The early data on this has been very strong as evidenced by the fact that the FDA recommended they move this newest cohort to front-line. It would be an AML franchise for sale. Front line treatment with SLS009 and then when you get the patients in remission, you hit them with GPS (a revenue machine with multiple years of maintenance treatments) There is an oncology patent cliff coming. Big companies are sitting on war chests. Look at AbbVie just as an example. The patent on venetoclax is up in 2029 I believe. That’s 3B revenue for them annually. SLS009 works in conjunction with venetoclax. They can purchase SLS, repackage venetoclax with SLS009- that would restart their patent clock and then they have GPS. None of this even mentions the entire WT1 platform. That doesn’t mean all of it will play out like this. But this is the reason you see possible scenarios of 10B to 20B ranges. It’s not as simple of looking up what the market is for AML CR2 in a vacuum.
Thank you for your comment. I provided context on this in another comment in the Part 1 post, but readding it here for anyone new: Here is an overview in a concise way: GPS annual sales will be at least $4B and GPS + SLS-009 will be $6.5B to $8.5B.) GPS extends survival to 30-40+ months (as the REGAL data implies), thus LTV estimate is: $260K (Y1) + $100K (Y2) + $100K (Y3) + $50K (Y4/Tail) = $510K Total LTV. $510K ÷ 3.5 years = $145K annual revenue per patient. The most interesting thing is new transplant ineligible patients in the U.S. (not including globally): There's only about 3,000 new CR2 and 6,000 new CR1 patients each year. If everyone mostly died in 8 months (like they do now), revenue would be small ($260K × 9,000 = $2.3B max). Because GPS keeps patients alive for 3-4 years, by Year 4, you aren't just treating the new patients. You are treating: 2026 survivors (Year 3 of dosing) 2027 survivors (Year 2 of dosing) 2028 new starts (Year 1 of dosing) This is what creates the 27,000 patient pool and the $4.0B+ annual revenue 4 x 3 to 5 Peak Sales (standard for general acquisitions in Bio) is 20B for example, and this is a breakthrough in oncology (where these types of assets are acquired for 6 to 8 times peak sales). The floor really is 10B, but I just said 6B because I'm a deep value investor and always assume worst case scenarios. You're right in that it is too low. The range is that broad because we ultimately don't know what the bidding war between strategics like ABBV, BMS, etc. will lead to, as we're just talking about GPS here for AML CR2 and CR1. We haven't even discussed SLS-009 (which will be bigger than GPS) for the Frontline, which is in Phase 2B, we haven't talked about the other indications from the WT1 targeting that is present in 20+ cancers, etc. Also, when I said 7.5X to 49X upside from current share prices (that was from when shares were about $3.70, so that 49X number would naturally drop as shares go up) In addition, I can also attach one image per reddit comment, so I attached one here that shows the overview for GPS annual sales globally that the acquirer would get. https://preview.redd.it/41mn1gxe1okg1.jpeg?width=1042&format=pjpg&auto=webp&s=aa53db604f6bbec856e9f78273fcc4bb16177035
Can you guess why there are 20% of non responders in GPS arm in phase 3? As we know all AML patients over express WT1.
Can anyone guess why there are 20% non responders in GPS arm? As we can see almost all AML patients exhibit WT1 over expression.
So GPS trains our immune system to attack WT1 expressing cells and GPS with ANKTIVA would be more better as ANKTIVA helps to increase number of NK cells. Isn't it?
Thank you, and so a couple of things I would refer you to since I made details comments on these two questions in Part 1. There should be a comment in the Part 1 post regarding the buyout range of 6B to 40B. It is a wide range for a reason, and that comment in there provides context on why that is based on the revenue in AML CR2 and CR1 (not eligible for transplant) it will generate globally, which will be a low/conservative $4B annually. I walk through the math on why that is and at a patient level. Second, there should be a comment around beyond AML (which we'll likely be acquired so this will be relevant afterwards) related to the WT1 targeting and platform for cancers this creates. It is also in the first post as well. Those two comments are really in depth and they'll provide a good understanding of both these things. And Yes, GPS is already helping patients now, in AML CR2 (not eligible for transplant), it is clearly increasing survival by more than 3X and is creating a "cure rate/cure fraction", and it performs better than anything out there by at least 1.5X in AML CR1, better than Onurug owned by BMS in CR1 by 1.5X. And this was before the unlimited dosing in Phase 3, so it will be even better performance in CR1 beyond the standard of care in CR1). The results are groundbreaking. This is what is valuable for the strategics looking at SLS.
Thank you for your comment. I've been a deep value investor for several years and do this with any position. I do quite a ton of due diligence before even taking a position, as I take big concentrated positions. In the case for SLS, I can't even recall how I stumbled upon it as I've done so much due diligence since and that initial memory I can't recall, but I remember looking at the insider buys that occurred in the summer within a cluster in 2025 around May/June, I started researching around then, and then saw the doubled down insider buy that occurred in November 2025. I already started researching heavily before that November 2025 insider buy, but then I just dove so deep. I took a huge position starting out after the research I did shortly after the November insider buy, just from going through the clinical trial data, learning about AML CR2 (not eligible for transplant, the October 29th R&D call, etc. and going down a rabbit whole even before using my machine learning/modeling skills and all the deep due diligence I've shared in these two posts. Honestly I was able to arrive at the 99.99% chances for REGAL success even before the modeling, I just wanted to real answers/and to statistically validate, hence the machine learning route. As did everyone else, I anticipated the 80 events to be reached by the end of Dec 2025, that didn't happen. I was in shock. And even by then I didn't even fully grasp the upside potential here until later on. I thought initially, oh, this likely would be acquired for a couple of billion by a strategic. But as I dove deep and ran the full numbers, revenue numbers, understood the AML market, the WT1 platform here, understood the monopoly they will have and how much more dominant GPS would be in AML CR2 and CR1 (not eligible for transplant), and understood how big SLS-009 is, which will be bigger than GPS, that's when everything clicked. The 7.5X to 49X upside is real (when I say this I mean if shares were around $3.70. As shares go up that 49X number goes down of course.)
Thank you for your comment. It's great to see you discussing the big picture with WT1 being expressed in almost 20+ cancers. WT1 is a universal target, which is why this drug has so much potential. But one small correction on the cellular mechanics of how it destroys the cell. The vaccine itself does not perforate the cancer cell. GPS is an immunotherapy. It's like a wanted poster where the immune system of the patient will recognize who to look that has WT1 expressed. When injected, it trains the patient's own immune system (specifically CD8+ Cytotoxic T-cells) to recognize the WT1 protein. Once trained, those T-cells are the ones that hunt down the cancer, lock onto the membrane, and release a protein called perforin to punch holes in the cancer cell and destroy it. But to answer your core questions: Does it work the same way for Ovarian cancer? Yes, WT1 is expressed in over 85% of ovarian cancers. SELLAS has actually already run Phase 1/2 trials in advanced ovarian cancer combining GPS with Keytruda/Opdivo. It successfully triggered that exact T-cell response and pushed median Overall Survival past 18 months in a very difficult to treat population. Does it work for any cancer expressing WT1? Exactly. Because the trained T-cells only look for the WT1 antigen, they don't care if the tumor is in the blood (AML), the lungs (Mesothelioma), or the ovaries. This is exactly why the National Cancer Institute ranked WT1 as the number 1 priority target for immunotherapy in the world." They specifically focused on AML and dominating AML with SLS-009 + GPS. Outside the lives saved and benefits for patients, strategic acquirers get excited about that given if they acquired SLS, that revenue stream would be protected for at least 7 years without any competition, the acquirer would have a monopoly in AML CR2 (not eligible for transplant), total dominance in CR1, and tons of penetration in the frontline with SLS-009. Strategic acquirers already in AML include ABBV, BMS, etc.
Will it work the same way for Ovarian cancer as well? As it's an antigen vaccine and don't need to go into the cell but perforate cell membrane of the cancer cells and destroy it. So works the same way for any cancer that express WT1??
So, it's three things, the barrier to entry, the actual patent life, and the orphan drug designation. I should have mentioned all three in my first comment. GPS is absolutely not losing its license or patent anytime soon. The drug is exclusively licensed from Memorial Sloan Kettering Cancer Center. The core "composition of matter" patents covering the WT1-targeting peptides in GPS extend to at least 2033 in the United States. SELLAS also has secured additional patents (like using GPS in combination with checkpoint inhibitors) which have terms extending to at least 2036. On top of the standard patents, GPS has received orphan drug designation from both the US FDA and the European Medicines Agency for AML. This designation guarantees 7 years of market exclusivity in the US and 10 years in the EU from the exact date of approval. This creates an impenetrable regulatory moat that blocks competitors even if they tried to challenge the patents. All three are way they will have a monopoly in AML CR2 (not eligible for transplant).
Thanks for your comment. I can expand on this but here is an overview in a concise way: GPS annual sales will be at least $4B and GPS + SLS-009 will be $6.5B to $8.5B.) GPS extends survival to 30-40+ months (as the REGAL data implies), thus LTV estimate is: $260K (Y1) + $100K (Y2) + $100K (Y3) + $50K (Y4/Tail) = $510K Total LTV. $510K ÷ 3.5 years = $145K annual revenue per patient. The most interesting thing is new transplant ineligible patients in the U.S. (not including globally): There's only about 3,000 new CR2 and 6,000 new CR1 patients each year. If everyone mostly died in 8 months (like they do now), revenue would be small ($260K × 9,000 = $2.3B max). Because GPS keeps patients alive for 3-4 years, by Year 4, you aren't just treating the new patients. You are treating: 2026 survivors (Year 3 of dosing) 2027 survivors (Year 2 of dosing) 2028 new starts (Year 1 of dosing) This is what creates the 27,000 patient pool and the $4.0B+ annual revenue 4 x 3 to 5 Peak Sales (standard for general acquisitions in Bio) is 20B for example, and this is a breakthrough in oncology. The floor really is 10B, but I just said 6B because I'm a deep value investor and always assume worst case scenarios. The range is that broad because we ultimately don't know what the bidding war between strategics like ABBV, BMS' etc. will lead to, as we're just talking about GPS here for AML CR2 and CR1. We haven't even discussed SLS-009 (which will be bigger than GPS) for the Frontline, which is in Phase 2B, we haven't talked about the other indications from the WT1 targeting that is present in 20+ cancers, etc.
The recent Market Action is telling all who don't know or who aren't sure, - Gps is 100% for Sure Getting FDA Approval and that SLS is worth F Ton More than what shorts sold it Down for - What is GPS TRULY WORTH? Incoming Phase 3 Results for GPS Immunotherapy are offering a true Once in a Lifetime Investment Opportunity. $.64b Manipulated Market Cap worth $40B to Big Pharma the Instant the Phase 3 Results are Announced. **- The Value of a Positive Phase 3 Result exceeds $40B, more than 77x the current manipulated $.6b mcap. SLS Share Price will continue climbing until the P3 Results are released, and then it Launches.** \- Big Pharma's Pay 4X Revenue Multiples in buyouts. \- 12,500 AML CR2/CR3 Patients Each Year\* - current P3 Setting. SLS published est\* rev per patient of $280K /year. \*\*- $3.5B Year 1 TAM\*\* Currently 5-7,000 AML CR2 Patients Who Also Will Be Immediately Eligible for Gps Immunotherapy right out of the Gate upon approval: 5,000 \* $280k = $1.4B **Year 1 Total Addressable Market $4.9B** for Just for AML CR2/3 - the Setting for the Phase 3 Trial. AND THEN COMPOUND IT - Infinite Dosing to Until Relapse \- Year 1 Rev $280K Per Patient / 15 Doses - Year 2 Rev $112K Per Patient / 6 Doses \- Year 3+ Rev $70K Per Patient / 4 Doses the Ad Infinitum Dosing Regime Doubles the Total Addressable Market for AML CR2 CR3 Then Add AML CR1/ Post ASCT - 5X the SIZE of CR2/3 Esp w VIALE-M CR1 Trial Failing and VIALE-T P/Asct Failing. **You absolutely Know Big Pharma Will be Adding AML CR1 Patient and AML Post Asct Patient Populations to the Potential Revenue Calculations.**Gps will be Effective in over 20 different cancer settings that harbour WT1 +. GPs has already proven effective in Mesothelioma and Platinum Resistant Ovarian Cancer settings, achieving better Phase 2 Combination trial Results with Keytruda $MRK - MOS of 18.4 months - than, Elahere $IMGN 16.4 Months, which earned FDA Approval and was bought by $abbv for $10.1B - this is just 1 comp worth $10B. \* Sources available upon request \-- ABVX was a $5 and change Equity prior to releasing its Phase 3 Trial Results - it launched on the P3 announcement - T1 Trading Halt and a Gap UP opening at $60 and it Kept on Climbing to a high of $145. \- buyout expected/
A couple off the top of my head: LATAM and 'boots on the ground' in Jamaica! FIRE and the origin of MJ napkin math Not sure if you will, but some here may remember HIP island! ;) Oh, and the OGI.WT craziness period
If I could, I'd post a photo of my OGI.WT tattoo here .. lol
There's data for CR1 in the phase 1/2 trial. This trial is doing CR2 not as an indication, but as a test population. Whether or not they get CR1 at approval, or if they have to do a confirmation trial, I don't know. But it will (eventually) be for CR1 as well. More important than that, this drug targets WT1. And potentially it does so more effectively than any other medication. On top of that, the current generation of this drug is a four peptide variation, but GPS plus, is a seven peptide version that's showing even better data in its preclinical.
am i the only one who bought WT calls last year? ever since we crossed into 2026 this stock has only gone up every single day
Positions doing very well today: RMBS SNDK IRWD LLY WT Bought (back in) on the dip today: ASTS RKLB LUNR IBRX
You will never go back. [https://www.amazon.com/Brondell-Elongated-Stainless-Steel-Nightlight-Oscillation/dp/B074MLZR3Y/ref=sr\_1\_8?crid=SHX1I7KNQ1WT&dib=eyJ2IjoiMSJ9.MbtH0DVpFOYE5TeBKnhW5SVxj6iQpDxNgSsizo71GGQWn0ZVYV9nf-JdDZlVY-r34zBXUEhzY9YvVwmzxr4R9F1OBHasqqyzRPnNMM6FUW2U-\_cFr14C3mIgpMLOh2cmUHb3e9kau3CBMmM9CINXYaTzDbrmzvyqCUl6KNDIF1b1vCnEK7aGKiqib\_KdQu0ix2mMaazPR3w5m\_tQOdliXHaSYWaMNh\_SnhRyYSg37xfMDdYnr1XuM\_GmscsEVUBn90LyHQlO2xaUGTbZX2hcA\_Hm6WRcD1w\_4tbLl4pbLkc.KbQJut\_FeYH-22CcEY5J7RncvRrJ9YauhqaxsX4Cr68&dib\_tag=se&keywords=brondell%2Bbidet%2Btoilet%2Bseat&qid=1768614439&sprefix=brond%2Caps%2C387&sr=8-8&th=1](https://www.amazon.com/Brondell-Elongated-Stainless-Steel-Nightlight-Oscillation/dp/B074MLZR3Y/ref=sr_1_8?crid=SHX1I7KNQ1WT&dib=eyJ2IjoiMSJ9.MbtH0DVpFOYE5TeBKnhW5SVxj6iQpDxNgSsizo71GGQWn0ZVYV9nf-JdDZlVY-r34zBXUEhzY9YvVwmzxr4R9F1OBHasqqyzRPnNMM6FUW2U-_cFr14C3mIgpMLOh2cmUHb3e9kau3CBMmM9CINXYaTzDbrmzvyqCUl6KNDIF1b1vCnEK7aGKiqib_KdQu0ix2mMaazPR3w5m_tQOdliXHaSYWaMNh_SnhRyYSg37xfMDdYnr1XuM_GmscsEVUBn90LyHQlO2xaUGTbZX2hcA_Hm6WRcD1w_4tbLl4pbLkc.KbQJut_FeYH-22CcEY5J7RncvRrJ9YauhqaxsX4Cr68&dib_tag=se&keywords=brondell%2Bbidet%2Btoilet%2Bseat&qid=1768614439&sprefix=brond%2Caps%2C387&sr=8-8&th=1)
SLS009 and GPS are complementary by design: SLS009 targets transcriptional survival pathways to debulk and suppress resistant AML clones, while GPS trains the immune system to maintain long-term control by targeting WT1-expressing leukemic stem cells. Together they address both acute disease biology and durable remission, something neither modality can achieve alone. This creates a platform that spans induction, frontline combinations, and maintenance, rather than a single-use asset.
Roast my pre-DA warrant and right portfolio: $AIIA-RI $DYORW $DNMXW $TDWDR $EVAC-WT $APXTW $KCHVR $AXINR $WENNW
Well, it's that time of the month where I buy a bunch of shit because I want it This round: Timekettle WT2 Edge translator earbuds, ZF Transmission filter kit + Redline D4 ATF + BG ATC Plus, Brembo rotors, Akebono ceramic pads Goodbye $1500, the retail dopamine should last through the weekend 😢
The SLS gang didn't prove shit, yet people blindly follow them. Reality is that WT1 vaccines have so far all failed, SLS has a tendency of postponing results of trials and the. sampling they used in previous trials is questionable... it's prone to a lot of errors... You are basically holding stock that is more likely to fail for multiple reasons, than it is not. Having an entry at <1$ is amazing... but right now? hell no.
I got banned from the main subreddit for trying to post bearish sentiment. I'd also like to add that they've been trying to approve a vaccine that targets the WT1 antigen for over 20 years and they all failed. 0 approvals.
Here are my 2 cents. **KFIIR** (rights, 15:1 ratio) - very undervalued. These aren't just finance guys; they are industry titans in experiential entertainment - think casinos, live events, resorts, and mobile gaming. It is a massive industry that many people overlook because it’s not purely digital. It’s complex, involves physical assets, and requires a deep understanding of consumer behavior in the real world. Recently their sponsor invested in a company called Kinectify. Kinectify develops anti-money laundering (AML) and risk management technology for the gaming industry. It shows they are active and knowledgeable in a very specific, high-growth niche that combines technology with regulated industries - exactly the kind of target that could thrive in the public markets. **FTW-WT** (former EQV-WT, trading at pre-DA prices) - massively undervalued. Already signed DA with Presidio Petroleum. Presidio is confirming a $1.35 annual dividend, which is a massive \~13.5% yield at NAV. That yield creates a hard floor for the common stock - it simply can't crash like a typical pre-revenue de-SPAC without the yield becoming absurdly high. If anything, it should re-rate to $13-15 to match the \~8% peer average. Also, the deal looks locked and loaded. They just filed the 3rd S-4 amendment and announced the post-merger Board, which is a huge signal that closing is imminent. With institutional backing from players like Magnetar and Fort Baker, the redemption risk seems much lower than usual. It’s a cash-flowing PDP play, not vaporware. **IPODW** (as you mentioned) - because of AI. **EVACW** \- same sponsor as FTW, but no deal yet. **DNMXW** \- energy, power, digital assets. **APXTW** \- massively undervalued SPAC. Large trust fund, cheap warrants.
OK great, you are seeing the light. Drug will work or not. Now let's see your break down on company valuation. Inputs are: \-total target population \-annual treatment cost (150k - 200k is fair IMO based on what other similar treatments go for) \-market share assumption (no approved drugs in AML CR2, GPS will become standard of care - strong likelihood of being used in CR1 setting; not to mention WT1 is overexpressed in a variety of other cancers. The WT1 protein is the #1 cancer antigen... platform potential beyond just AML treatment. Now factor in SLS009 value. \-modeled peak sales multiplied by a factor (4x - 8x is fair). Run some models and see where you end up. Keep in mind that GPS and SLS009 have the Orphan Drug Designation, Fast Track Designation, and Rare Pediatric Disease Designations, which offer certain benefits, including exclusivity/patent protection. For me, and my analysis, 10B is the floor, and 25B is not an impossibility. If you have never seen a bidding war scenario in the disclosure documents after all is said and done, the bids can go quickly! Ultimately, anyone investing has to dperform their own DD...
You are a moron, I am shocked you were able to spell half the words in that, must have used ai to proof it. First, Keytruda started with ONE indication when it was approved (like almost every drug) and it was for an even more rare type of cancer. It now has 42 indications across 18 types of cancer, that is called expanding the use of a drug through continued trials. Apparently you aren't aware of that process. Second, SLS has two therapies, one that treats WT1 and another that is a CDK9 inhibitor. I will keep it very simple for you as you are a simple audience. These two proteins show up in a combined 35-40 types of cancer. Both of the therapies are blowing away the BAT competition in cancers that other drugs are afraid to even test in, let alone actually have an indication for. Thirdly, these are on pace to be the first two therapies approved as part of the early AI research done in the late 2010's. The first therapy was discovered by Memorial Sloane Kettering, I don't expect you to know who they are but they were recently recognized as the top cancer research center in the World, they are not a joke. Sellas is partnered with the likes of MD Anderson and MSK for their trial sites and several of the lead physicians are recognized as the top researchers for AML. I hope you short the hell out of SLS, post your position, keep going deeper and deeper into a position for a company you have no understanding of. Good luck.
1M WT1+ diagnoses each year. Pure Lying Short Bs from the OP
Nice try but your mixing old, failed cancer vaccines with GPS, which isn’t accurate. Earlier WT1 vaccines used native peptides and were weak. GPS uses modified (heteroclitic) WT1 peptides designed to break immune tolerance and generate real T-cell memory. Just look into it a bit better. Just rewatch the R&D call from past October 29
I wish GPS would be approved already so it can cure this cancer of a "DD" post. Full of half-truths and lies. I don't believe someone is this god awful at "DD" so I have to assume you're a short who got caught with their pants down. There is way, way too much to dismantle so I'll go about one of the half-truth and one of the full lies: true GPS is not Keytruda, \_yet\_, but Keytruda started with 1 indication and now has 40. A drug/treatment needs to start somewhere then is branched out to other areas it can treat. GPS is not targeting one cancer type, GPS can treat ANY cancer with the WT1 protein, including solid tumours as demonstrated by multiple P1 and P2 trials. The FDA recommended CR2 for the P3 GPS trial as the \_fastest route to market\_ AND against a cancer that has 0 treatment options at this phase, not because GPS didn't show efficacy in other cancers. You had 5 years to short this bud. I don't think the right time was after the trial passed 4 futility tests, had its dosing changed twice and finally to ad infinitum, or 21 months after the final enrolment of the last 20 patients for a cancer that has a median OS of 5-8 months (12 month survival maximum as a "rare outlier" described by the top 4 doctors in the field) for a trial that was expected to hit its 80th events over 6 months ago. I have no clue where share price is going in the near term - no one does. But it is clear in the next 4 - 12 months that this stock will be firmly in the double digits and is a clear buyout target from several BPs who are facing a patent cliff. And everyone know this - AbbVie just moths ago terminated three separate trials where they were using their BAT against AML CR1 and CR2 due to futility. Hmm... so BAT has once again, and three times over, shown futility against this cancer type (against healthier cohorts mind you), and we have a trial here where patients are going on their 3rd and 4th years of survival for something with a well documented median OS of 5-8 months. Hmmm... and a phase 2 trial that demonstrated 5.4 median OS for BAT and a 21 median OS for GPS \_before\_ ad infinitum, with a p value of 0.02. HHHHMMMMMMMMMM. Biopharamas are inherently risky, but if you can't see how SLS has been derisked as much as you can possibly dream for, there is no helping you and you should just go to the casino since your performance in the market will be dictated by random forces anyway.
I don’t disagree with some of the points that you’ve made, but I also look at this through a slightly different lens. First, on BAT survival: if the claim is that AML patients in CR2 who are transplant-ineligible now achieve 10–12 months median OS on BAT, and that figure is being used as a base-case assumption in your HR analysis to determine a probability of success for the trial, that really needs a clean, apples-to-apples citation or reference in the maintenance-from-CR2 setting with OS measured from randomization. Absent that, the commonly referenced benchmarks for this population remain in the single-digit month range, and is still widely referenced in the hematology community. Obviously, small sample sizes can produce distortions, but a 10–12 month median OS for BAT would be unprecedented in this setting and, in my view, should be treated as a stressed case from an analysis standpoint, not a base case. Second, on interpreting the event dynamics: I agree they’re not a smoking gun. But calling a sustained post-interim slowdown in events “statistically worthless” overstates the case. It’s directionally positive, particularly given that prior Phase 2 data showed a late-forming survival tail in the experimental arm. I fully agree the study is blinded and that the tail could theoretically be attributed to BAT because we just don’t know yet. My argument is simply that it’s more reasonable to expect Phase 3 to track closer to observed Phase 2 behavior than to assume BAT outcomes that would contradict both historical data and consensus amongst hematology experts for this patient cohort. Finally, on dilution and buyout: if Phase 3 fails, they’ll further dilute to focus on SLS009, no argument there. But if Phase 3 succeeds, history suggests these assets are far more likely to be partnered or acquired than slow-walked through multiple fully diluted trials. Large pharma with global infrastructure prefers to run commercialization end-to-end rather than leave it to a tiny standalone organization. A buyout is made more likely by the 2029 patent cliff, where large pharma needs de-risked assets to protect forward revenue, which is a major tailwind for biotech M&A over the coming years. AbbVie, in particular, would have reason to care if a competitor like Pfizer or Merck for example acquired a validated Phase 3 asset with platform potential in other areas where the WT1 antigen is prevalent, and encroaching on their market share within AML. I’m not claiming this meets its primary endpoint with 100% certainty. I’m saying the bearish case overstates how “settled” BAT improvement is, while understating how quickly the strategic calculus changes if Phase 3 is positive. I personally took a large position in early December when the stock was in the $1.50-$1.60 range after tracking this name for months (1,500 calls with varied expirations ranging from 1/26 - 1/27 with $2.5-$3.0 strikes) I took the insider purchase of 60,000 shares in November to validate my directionally positive thesis on the trial and felt comfortable with the risk given the asymmetric upside at that point in time.
AML Initial Diagnosis BAT is either a fixed duration or continuous therapy. If complete remission is achieved, patients usually survive for 18-24 months with gruelling side effects of the currently best available drugs. Should the AML relapse and CR2 be achieved, the life expectancy is grimly months, not years. GPS has proven to boost overall median survival to >60 months in first line, which was 18-24 months previously with current standard of care. 21 months in second line with GPS, comparatively less than a year with current standard of care. It’s important to note that the median overall survival (mOS) is estimated to be 6-8 months in patients who do not receive transplant in CR2. Transplant is NOT allowed in REGAL patients after CR2 and before enrollment. Transplant is the only potentially curative treatment for most AML patients, but only about 40% of AML patients can receive a transplant; approximately half of transplanted patients are cured but, even then, the patient can experience a relapse. Should a relapse happen on HMA+ventoclax combination, (the current standard of care), the survival is only about 2.5 months. Survival remains limited in patients who achieve response. GPS maintenance HAS PROVEN in earlier trials to significantly prolong survival. >60 months in first line patients in remission. 21 months in second line patients in remission. The longer the duration of REGAL phase 3, the more likely it is that the numbers will match previously done trials, if not blow them out of the water with even better results. Multiple cancers express WT1, but in AML it is more than a 95% expression. It is an over expression. GPS is an off the shelf drug, not patient specific. It is easy to administer, with no known harmful side effects aside from local reactions. It is a subcutaneous vaccine that can, with collected trial data, be administered ad infinitum with, let me repeat, safe to date the only known side effect to be a local reaction (subcutaneous injections might cause irritation around the skin where the injection administered). Look, I could write even more, and to anyone who has read this post; I urge you to, if you haven’t yet, research into SLS. All of the above information is from last October’s virtual R&D Day. It is 2 hours long, with great slides filled with data. And doctors with actual clinical experience. GPS could be the first in class & best in class AML treatment. I think every single point of OP’s can be broken down and explained scientifically with data to back it up. It’s just a huge wall of text, pointless garbling. Even if it were to be true and GPS somehow fails; would you not want to dream big? What GPS could potentially achieve is nothing short of groundbreaking. Think of the physicians who have to break the news to their patients, that their life expectancy is months should they receive the standard of care treatment. With GPS, it could be years. It could be a monumental vaccine.
Really? I thought the first patient started 45 months ago? Anyway, YOU should be able to answer my really basic questions here: Why did both MRK and BMY run away, instead of continuing their collaboration trials into Phase 3? Why did 3D Med decide that GPS wasn't worth paying the milestone to get? WT1 was always a great target in theory. But there are no approved peptide oncology vaccines, in spite of numerous attempts (e.g. Sellas' old asset NPS, that Stergiou used to say that he was on the verge of selling "to an Asian company" but now has become the "let us never speak of that again" subject in SLS). We can't just use "historical controls" to tell whether GPS is working, because trial patients are screened for comorbidities. Why didn't the three companies that had inside information on GPS get interesting in continuing collaboration with Sellas? And why did Stergiou say that he "didn't want to have all his eggs in the GPS basket" back when he bought SLS009? I'd like to have a bigger position here... but whenever I ask these basic questions, I just get obscenities and death threats instead of answer. TIA to anyone who can clear this up, I imagine that someone here can.
I hope now that we have more people looking at Sellas, someone that has done more DD (and that isn't from Lidingo) will be able to answer the obvious questions here. Why did both MRK and BMY run away, instead of continuing their collaboration trials into Phase 3? Why did 3D Med decide that GPS wasn't worth paying the milestone to get? WT1 was always a great target in theory. But there are no approved peptide oncology vaccines, in spite of numerous attempts (e.g. Sellas' old asset NPS, that Stergiou used to say that he was on the verge of selling "to an Asian company" but now has become the "let us never speak of that again" subject in SLS). We can't just use "historical controls" to tell whether GPS is working, because trial patients are screened for comorbidities. Why didn't the three companies that had inside information on GPS get interesting in continuing collaboration with Sellas? And why did Stergiou say that he "didn't want to have all his eggs in the GPS basket" back when he bought SLS009? I'd like to have a bigger position here... but whenever I ask these basic questions, I just get obscenities and death threats instead of answer. TIA to anyone who can clear this up, I imagine that someone here can.
I hope someone that has done more DD (and that isn't from Lidingo) will be able to answer the obvious questions here. Why did both MRK and BMY run away, instead of continuing their collaboration trials into Phase 3? Why did 3D Med decide that GPS wasn't worth paying the milestone to get? WT1 was always a great target in theory. But there are no approved peptide oncology vaccines, in spite of numerous attempts (e.g. Sellas' old asset NPS, that Stergiou used to say that he was on the verge of selling "to an Asian company" but now has become the "let us never speak of that again" subject in SLS). We can't just use "historical controls" to tell whether GPS is working, because trial patients are screened for comorbidities. Why didn't the three companies that had inside information on GPS get interesting in continuing collaboration with Sellas? And why did Stergiou say that he "didn't want to have all his eggs in the GPS basket" back when he bought SLS009? I'd like to have a bigger position here... but whenever I ask these basic questions, I just get obscenities and death threats instead of answer. TIA to anyone who can clear this up, I imagine that someone here can.
I hope now that we have more people looking at Sellas, someone that has done more DD (and that isn't from Lidingo) will be able to answer the obvious questions here. Why did both MRK and BMY run away, instead of continuing their collaboration trials into Phase 3? Why did 3D Med decide that GPS wasn't worth paying the milestone to get? WT1 was always a great target in theory. But there are no approved peptide oncology vaccines, in spite of numerous attempts (e.g. Sellas' old asset NPS, that Stergiou used to say that he was on the verge of selling "to an Asian company" but now has become the "let us never speak of that again" subject in SLS). We can't just use "historical controls" to tell whether GPS is working, because trial patients are screened for comorbidities. Why didn't the three companies that had inside information on GPS get interesting in continuing collaboration with Sellas? And why did Stergiou say that he "didn't want to have all his eggs in the GPS basket" back when he bought SLS009? I'd like to have a bigger position here... but whenever I ask these basic questions, I just get obscenities and death threats instead of answer. TIA to anyone who can clear this up, I imagine that someone here can.
Therapeutic cancer vaccines haven't worked, but more specifically a WT-1 peptide therapeutic cancer vaccine has already failed vs pbo (a weaker control than BAT!) They've run about 10 trials, only one of which was an RCT. It showed a very mild OS benefit and was not powered for statistical comparison. Also in the AML/MDS study, the vaccine is also called into question, as it doesn't even seem to consistently induce T-cell responses. Never mind whether or not inducing them would prolong survival, given that it did not for OCV-501
Therapeutic cancer vaccines haven't worked, but more specifically a WT-1 peptide therapeutic cancer vaccine has already failed vs pbo (a weaker control than BAT!) They've run about 10 trials, only one of which was an RCT. It showed a very mild OS benefit and was not powered for statistical comparison. Also in the AML/MDS study, the vaccine is also called into question, as it doesn't even seem to consistently induce T-cell responses. Never mind whether or not inducing them would prolong survival, given that it did not for OCV-501
Therapeutic cancer vaccines haven't worked, but more specifically a WT-1 peptide therapeutic cancer vaccine has already failed vs pbo (a weaker control than BAT!)
Their "secondary" drug SLS009 is worth $10.5bn to Abbvie alone as it beat Ventoclcax like a red headed step child in a Phase 3 trials. Ventoclcax makes $abbv over $3bn in revenue. 3.5x P/S. GPS could have peak sales on par with Keytruda of $20+ bn plus if it expands into other WT1 cancers. Even in AML alone it's worth $5-6bn of sales by 2028 for all CR1 and CR2 patients. That makes a buyout of $25bn for the duo likely. But I'll take anything above $16bn
The overexplanation of Vyvanse was my first red flag. Lil bro trying to look smarter by copy and pasting how prodrugs are metabolised to make it look like he knows what's he's talking about to the reader (you don't). Second red flag: WT1 is over expressed in majority of AML and in a lot of other cancers, not just blood cancers like you said. I stopped reading to not waste my time and looking from the replies, I made the right choice. You obviously don't know what you are talking about. Nice AI slop to pad it out tho. Keep buying puts, I want you to fail.
Its painfully obvious you have a severe lack of understanding on how drug trial works and whatever drug you took certainly doesn't help. Just spend 10 seconds googling how a drug trial works and it will tell you that BAT will be limited, in this case BAT actually gets something unlike a sugar dose of placedo but that does not include the V+A combo like I said which is literally stated in the government files... The patients and doctors are bound to a legal contract knowing they can not receive anything other than whats stated or else they are out of the trial. Secondly, the relatively small sampling size sure isn't the big data stats analysis on world reports, but a computer is actually out there to record their key risk factors (age, duration of first remission, cytogenetics) before assigns them to a group to ensure those specific risks are balanced. Its definitely not perfect but this stratified randomization in a group of ~140 patients makes it statistically highly unlikely to have a massive skew that ruins the data based on "luck" alone. Google "stratified randomization in drug trials" will save the both of us time. On my third point, you are literally backtracking. If you admit WT1 is present in 90% of AML patients, then your original math claiming the drug only targets a tiny '1%' fraction is wrong. We aren't pricing this as a cure for everything (like Keytruda), we are pricing it as a standard of care for AML. That alone justifies a valuation higher than the current market cap. Also, REGAL is mainly based on US and EU and I believe the China patients are excluded from the trial since March 2024, so up your research game lmao.
You didn't read my post and it's painfully obvious. \- Never said WT1 is rare in AML, it's rare among other cancers. \- Never said GPS has failed to beat BAT, read the text again. Slowly, you'll find out that I'm talking about the fact that the study isn't necessarily prolonged because of GPS outliving BAT, it can be the other way around or without nay change. \- Your commentary about the sampling methods are laughable, anyone who studied statistics know that this doesn't guarantee a perfect split, especially at such low sampling size (<1000) \- Your other comments are even more laughable, **are you seriously suggesting that when a human being is promised either experimental treatment or the best treatment possible**... he will **not** receive the actual best treatment? How fucked in your head are you? **REGAL isn't China only, it's EU/US as well and in these countries ethics exist.**
no problem! just exciting to talk about it, and the (partial) data released so far looks exciting. Not to mention, minimal side effects, and the target of GPS is WT-1 and it's expressed on a dozen or more different types of solid cancers. The implications for its use beyond AML would be beyond our wildest dreams, provided that it works! Just exciting times.
Tin foil hat level of conspiracy posting so I will put a few simple points to counter your unfounded claims: (I have a massive long position on this so of course I'm inclined to be positive) 1. WT1 is rare: Absolutely not, it is over expressed in more than 90% of AML patients, basically a nearly universal marker for that cancer. This means your reduced revenue math based on the tiny "1%" slice is flat wrong. 2. Keytruda comparison: GPS is a cancer vaccine while Keytruda is a checkpoint inhibitor, so while it's not exactly the same but if GPS works it will be the standard of care in a market without many options, so even a modest $500M revenue would justify a significantly higher valuation than what it's at now. 3. Death statistics: IDMC response suggests otherwise from your "drug isn't working" claim. IDMC has reviewed the unblinded data regularly and repeatedly recommended the trial to continue without modification, so if GPS had failed to beat the BAT arm significantly or there's not enough of a split between the two, the trial would've stopped for futility long ago, no matter how much better BAT has gotten. 4. Survivor bias: Phase 3 trials are randomized and in this case, "Healthier groups" and the "Less healthy" ones are distributed equally between the 2 arms by a computer, so the statistical power is supposed to file out the random chance that you described. I agree on not being overly positive on the drug trial like all biotech bets, like your points on possible dilution and study delays being possibly positive or negative. But please educate yourself and find out the facts and factors behind the trial before snorting more Elon bs ✌️
TAM calcs put company at around 10bil with the typical bio BO multiples. But really the TAM ceiling when taking all WT1 cancers into account + sls009 and we're in 10s of billions BO potential
I know how bad leukemiantreatment is with all the side effects and still lot of people die. GPS and SLS009 are changing that totally. Leukemia will be cured basically with no side effects. Works also 20 other cancers that has WT1 over expressed. Just need money of big pharma to spread. This is a future cancer treatment platform. Bidding war may have already started behind the scenes by big pharma.
Thanks for the kind words! Just connecting dots with the PPD partnership and Thermo-Fisher providing the diagnostic tools for the Myelomatch framework. They carry a wide range of WT1 antibodies for immunohistochemistry as well as WT1 RNA sequencing panels, they also routinely sequence for ASXL1 mutation as part of their Myelomatch routine panel.
bought more RECO.WT just before it doubled!
There are also warrants available. You can buy RECO.WT anywhere with international trading. If your looking for the warrants associated with the past two capital raises (RECO.WTA and RECO.WTB), I think you need to have a Canadian account for those. As a US investor, I tried to purchase those warrants but was denied by Fidelity.
I think 10b is a *fair* floor for the majestic efficacy we see in the data for such a common and at the same time hard-to-hit target as WT1 in AML. With no side effects and basically zero manufacturing costs. 85+% ORR. Massive off-label potential. Perfect combo with the SLS009 CDK9 inhibitor. Tested against myelodysplastic syndrome, MPM, MM, ovarian cancer... Each of these trials is worth billion on average. For some, this will be the first in class and the best in class at the same time.
We may have already discussed this, but the L444P looks to be about 20-25% of the WT control, and GT-02287 increases it by about 360%, which should be very close to the healthy WT level. Pretty impressive. Is there an precedent that you know of that has achieved such a restoration?
*> Also retired, age 66, and not yet taking SoSec\] Not quite sure how you'd get $72k tax free, but that's not important.* [https://www.hrblock.com/tax-center/irs/tax-law-and-policy/one-big-beautiful-bill-senior-tax-deduction/?srsltid=AfmBOorz5WT6Va1kF83z0H1ZGHlgRxp1JDYzwHGACVvHbVD1Pra7e2c6](https://www.hrblock.com/tax-center/irs/tax-law-and-policy/one-big-beautiful-bill-senior-tax-deduction/?srsltid=AfmBOorz5WT6Va1kF83z0H1ZGHlgRxp1JDYzwHGACVvHbVD1Pra7e2c6) *Standard Deduction* Filing Status | Base Std Ded | Add Std Ded 65+ | New Ded For Seniors Single | $15,750 | $2,000 | $6,000 Total= **$23****,750** \---------------------------------------------------------- [https://www.hrblock.com/tax-center/income/investments/how-to-figure-capital-gains-tax/?srsltid=AfmBOoo7m9Vub-vjZDl5KEIfCwJMCLCVG3qZfcsTzY1K5Q5cX6DG9Uhb](https://www.hrblock.com/tax-center/income/investments/how-to-figure-capital-gains-tax/?srsltid=AfmBOoo7m9Vub-vjZDl5KEIfCwJMCLCVG3qZfcsTzY1K5Q5cX6DG9Uhb) [https://www.hrblock.com/tax-center/income/investments/dividend-taxes/?srsltid=AfmBOopgFE8i-DLnfFG0V3WXStqT7moy\_PhrgvfWCqD4rqqQWxAZyUd8](https://www.hrblock.com/tax-center/income/investments/dividend-taxes/?srsltid=AfmBOopgFE8i-DLnfFG0V3WXStqT7moy_PhrgvfWCqD4rqqQWxAZyUd8) *LT Capital Gains and Qualified Dividends Tax Rates* Filing Status | 0% Tax Rate | 15% Tax Rate | 20% Tax Rate Single | Up to **$48,350** | Up to $533,400 |Over $533,401 \--------------------------------------------------------------------- $23750 + $48,250 = **$72,100**. So I can have up to $72,100 of LT Cap Gains and pay $0 taxes. And like I said, I have some taxable interest (which is way less than $23,750 leaving quite a bit for Qualified Divs and LT Gains) and like around $30,000 of Qualified dividends (which counts at LT Gains rate) so it leaves around $3x,000 of LT Cap gains I typically remove each year.
FN TSLA how can the stock be going through roof when it misses earnings and pays the retard with a speech impediment a billion WT flying F
People like you miss the point completely but still act like you are smarter than others. The point was about how people should work on relationships but you seem like a Basic Bro who needs things told explicitly otherwise you would go WT weird stuff.
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WT literal F? Who invests everything in lentils!!! 🤦🏻♂️
I’ve just had a brief look! Sorry I dont think i’d really consider myself qualified to comment on trials per se, i’ve had no experience there myself, and any conclusions i can draw from it, i.e median survival, effectiveness etc, will be very superficial at best! Their choices of targets (CDK9/WT1) are certainly very valid and I think are pretty well-substantiated! I really like the idea of targeting oncofetal proteins such as WT1 to reduce off-target effects, but at the same time, I wonder if the re-expression of fetal proteins in cancers is actually functionally important to the cancer, or if its just a by-product of aberrant signalling and mutations in cancer. In which case, I dont know if targeting these pathways are always useful, it just applies some kind of darwinian pressure on the tumor to stop expressing it, at no cost to the tumor itself. Im no expert with WT1, but im abit more familiar with AFP, also a oncofetal protein expressed in liver cancer, and I think the same issue kinda arises there, where it seems attractive as a target, but doesn’t seem to have any functional use for the tumor, so you see patients presenting with a whole range of different AFP levels (some even with none). I dont necessarily see anything interesting in the way they are going about it (but that could very easily be from lack of research) so im not sure it’s very novel, or if they have any advantages over other companies also working on these targets. Just a quick look at the clinical trials web, there’s 210 studies when I search for WT-1. Again, not financial advice. Just for the other guy, beep boop beep boop bzzz brrtt 🤖
Meanwhile the stock price is becoming smaller, almost single digit- WT% is going on? They seem to have lost the arbitration with BP- but saying it will not have any material effect, really? I am bidding 8 in case someone panics , then 6, then 4..Kets see how low this POS can sink
[You made your money the old fashioned way.](https://www.youtube.com/shorts/gCsYAQy0WT0)
Haymaker Acquisition Corp. 4 WT (HYAC-WT) warrant $0.63 - up 59% today with higher volume
EVAC-WT, I currently have 25k bought @$0.27/each, plan to hold them through the merger and later. This is their second SPAC. First one is EQV Ventures I already merging with presidio petroleum (warrants trading for $0.5/each). Interesting fact, that [they promise 13,5% yearly dividend yield](https://s204.q4cdn.com/667065784/files/doc_presentations/Presidio-Production-Company-Investor-Presentation-August-2025.pdf) if they go public.