Author with a long position rebuts bearish claims on the GPS cancer vaccine trial, citing WT1 prevalence, IDMC continuation, and valuation upside.
SLS — LONG The author states a massive long position and argues the bear case is flawed: WT1 is overexpressed in more than 90% of AML patients, so the revenue math understating the market is wrong. If GPS works, it could become standard of care in a market with few options, and even $500M revenue would justify a significantly higher valuation than now. The IDMC repeatedly recommended continuation, suggesting GPS has not failed.
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.
This Reddit post, published January 02, 2026, features u/Ih8chiggas discussing SLS. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Ih8chiggas · Tickers: SLS