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u/Prestigious-Duck-189

3 theses · first seen Oct 20, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$SLSr/pennystocksDDbullish
u/Prestigious-Duck-189 · 289d ago2 prior · awaiting results

SLS Part II – Follow-up: from “discounted entry” to early re-rating (and we are still early)

SELLAS is undergoing structural re-rating driven by two clinical programs: REGAL Phase 3 approaching completion with trial metrics suggesting prolonged survival in AML maintenance, and SLS009 showing strong Phase 2 data in difficult-to-treat AML. The combination positions SELLAS as a platform oncology company rather than a single-asset binary biotech, with clean capital structure and runway into 2027, making current valuations justified by improving fundamentals rather than speculation.

Now $12.12as of Oct 21, 12:30 PM ET
original post →
$SLSr/pennystocksDDbullish
u/Prestigious-Duck-189 · 295d ago2 prior · awaiting results

SELLAS Life Sciences (SLS): A Late-Stage Biotech Entering the Final Phase and the Market Is Starting to Notice

SELLAS is a late-stage oncology biotech with a pivotal Phase 3 survival trial (REGAL) nearing completion at 72 of 80 required events in high-unmet-need AML. Clinical and strategic signals—including clean safety profile, insider buying, slowing event rates, and JPMorgan-facilitated discussions—suggest substantial upside if GPS succeeds, with valuations potentially 5-15 billion dollars on 215-217M diluted shares, versus current 525M market cap.

Now $12.12as of Oct 21, 12:30 PM ET
original post →
$SLSr/pennystocksDDbullish
u/Prestigious-Duck-189 · 341d ago2 prior · awaiting results

SLS – $1.41 may be the last discounted entry before a pivotal Phase 3 readout worth >$50,- EOY

SELLAS's Phase 3 REGAL trial in AML shows extended survival timelines (13.5+ months median OS vs. historical 6-8 months) suggesting a positive readout by year-end. A successful Phase 3 would position GPS as a first-in-class maintenance therapy, triggering substantial re-rating and acquisition interest from pharma companies facing patent cliffs, making current ~$1.41 valuation appear to price in failure.

Now $12.12as of Oct 21, 12:30 PM ET
original post →

End of results.