The author presents a bullish case for SLS, arguing Phase 3 data supports a survival tail and that success would expand the market dramatically and likely trigger a buyout or partnership.
SLS — LONG The author argues the Phase 3 event rate collapse indicates a survival tail in the GPS arm, not the control arm. If the primary endpoint is met, GPS expands into CR1, roughly 10x the TAM of CR2, and directly threatens AbbVie's Venetoclax franchise. The author expects a partnership or acquisition by big pharma, with defensive M&A by AbbVie most likely.
The real bull case is much simpler: if Phase 3 hits its primary endpoint, GPS expands into CR1, which is roughly 10x the TAM of CR2. At that point, GPS directly threatens AbbVie’s Venetoclax franchise, which does ~$2.5B in annual revenue. SLS is obviously not commercializing this alone. The most likely outcomes are either a partnership with big pharma or an outright acquisition.
This Reddit post, published January 02, 2026, features u/Due_Citron4079 discussing SLS. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Due_Citron4079 · Tickers: SLS